My Fund Comparison
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Lipper Classification Averages
The Lipper Average is the average performance at Market of all funds within a Lipper fund classification for any time period specified. Classifications with new funds within the last 6 months are marked with a †.
View Asset Class Definitions
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Classifications
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| Lipper Classification Summary |
| Statistic |
Value |
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Total Number of Funds
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637
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Total Net Assets (mil)*
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$196,848.0
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*The amount of assets in a fund at the end of a day or a designated period after deductions of all operating costs.
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| Lipper Classification Average for
1 Year
as of
4/3/2020
|
| Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
|
CA Muni Debt Funds
|
CAG
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0.41%
|
16
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$7,405.5
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Convertible Sec Funds
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CV
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-15.75%
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13
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$4,493.4
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Corp Debt BBB Leveraged
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BBBL
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-1.01%
|
7
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$3,516.5
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Corp Debt BBB Rated Fds
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BBB
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2.72%
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6
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$1,400.4
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Developed Market Funds
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DM
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-19.56%
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11
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$1,530.4
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Diversified Equity Fds
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DEF
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-24.59%
|
26
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$15,379.6
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Emerging Markets Funds
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EM
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-24.26%
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16
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$3,328.8
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Emg Mkts HC Debt Funds
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EMD
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-21.91%
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7
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$1,592.2
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Energy MLP Funds
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EMP
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-73.60%
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23
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$4,434.1
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Gen & Ins Leveraged
**
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GML
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-1.87%
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65
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$41,241.6
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Gen & Ins Unleveraged
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GIM
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0.75%
|
7
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$1,465.2
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General Bond Funds
**
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GB
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-11.58%
|
56
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$11,996.8
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Global Funds
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GL
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-20.11%
|
25
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$5,389.2
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Global Income Funds
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GLI
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-11.53%
|
18
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$7,738.0
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Hi Yld Muni Debt Funds
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HM
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-3.75%
|
12
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$3,870.8
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High Yield Fds Leveraged
**
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HYL
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-16.44%
|
41
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$15,888.1
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High Yield Funds
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HY
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-11.88%
|
9
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$1,298.7
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Income & Pref Stock Fds
**
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PS
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-18.12%
|
37
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$13,115.3
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Intmdt Muni Debt Funds
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IMD
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-0.37%
|
6
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$1,351.6
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Loan Participation Funds
**
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LP
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-16.57%
|
60
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$11,954.4
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Natural Resources Funds
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NR
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-51.44%
|
12
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$1,759.6
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NJ Muni Debt Funds
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NJ
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-1.45%
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4
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$1,499.6
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NY Muni Debt Funds
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NY
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-1.36%
|
18
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$4,332.3
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Opt Arbitrage/Opt Strat
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OS
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-12.94%
|
30
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$16,711.6
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Oth States Muni Debt Fds
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OTH
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-0.45%
|
17
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$2,693.8
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PA Muni Debt Funds
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PA
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-0.11%
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4
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$1,253.1
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Real Estate Funds
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RE
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-13.62%
|
44
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$16,351.7
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Sector Equity Funds
**
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SE
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-13.58%
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28
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$11,665.5
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US Mortgage Funds
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USM
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-12.10%
|
9
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$1,386.0
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Utility Funds
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UT
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-22.05%
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10
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$8,573.1
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** New Fund(s) within last six months, based on inception date of fund.
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Resources
Aberdeen Closed-End TV
Asset TV — CEF Channel
CEF Connect
Cohen & Steers CEFs Knowledge Center
Harvest — CEFA Channel
Legg Mason CEFs
Seeking Alpha — CEFA Channel
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