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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 †.

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Classifications
Lipper Classification Summary
Statistic Value
Total Number of Funds 638
Total Net Assets (mil)* $248,821.3

*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 12/11/2019
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG 11.90% 16 $7,697.2
Convertible Sec Funds CV 18.55% 13 $5,143.4
Corp Debt BBB Leveraged BBBL 14.10% 7 $4,061.2
Corp Debt BBB Rated Fds BBB 13.24% 6 $1,234.0
Developed Market Funds DM 19.65% 11 $2,121.4
Diversified Equity Fds DEF 16.57% 26 $19,573.6
Emerging Markets Funds EM 13.82% 16 $4,188.9
Emg Mkts HC Debt Funds EMD 8.08% 7 $2,475.0
Energy MLP Funds EMP -4.21% 23 $7,189.3
Gen & Ins Leveraged ** GML 11.34% 64 $43,242.8
Gen & Ins Unleveraged GIM 9.43% 7 $1,505.6
General Bond Funds ** GB 9.29% 54 $14,064.7
Global Funds GL 14.53% 26 $7,076.6
Global Income Funds GLI 11.19% 18 $9,077.6
Hi Yld Muni Debt Funds HM 11.45% 12 $4,068.8
High Yield Fds Leveraged ** HYL 9.83% 40 $17,910.7
High Yield Funds HY 9.47% 9 $1,459.5
Income & Pref Stock Fds ** PS 15.55% 37 $15,418.0
Intmdt Muni Debt Funds IMD 7.37% 6 $1,396.5
Loan Participation Funds ** LP 4.90% 58 $14,709.5
Natural Resources Funds NR -0.17% 12 $2,984.6
NJ Muni Debt Funds NJ 10.70% 4 $1,573.3
NY Muni Debt Funds NY 10.80% 18 $4,516.3
Opt Arbitrage/Opt Strat OS 14.16% 31 $20,572.1
Oth States Muni Debt Fds OTH 10.31% 18 $2,935.6
PA Muni Debt Funds PA 10.49% 4 $1,292.6
Real Estate Funds ** RE 8.09% 47 $12,733.5
Sector Equity Funds ** SE 12.69% 27 $11,089.3
US Mortgage Funds USM 7.80% 10 $1,698.7
Utility Funds UT 16.23% 11 $7,060.0

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** New Fund(s) within last six months, based on inception date of fund. 

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