My Fund Comparison
Initilizing list...
|
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
| |
|
Classifications
|
| Lipper Classification Summary |
| Statistic |
Value |
|
Total Number of Funds
|
617
|
|
Total Net Assets (mil)*
|
$191,576.6
|
*The amount of assets in a fund at the end of a day or a designated period after deductions of all operating costs.
|
|
|
| Lipper Classification Average for
1 Year
as of
12/7/2018
|
| Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
|
CA Muni Debt Funds
|
CAG
|
-1.05%
|
20
|
$7,192.6
|
|
Convertible Sec Funds
|
CV
|
-0.16%
|
13
|
$5,956.6
|
|
Core Funds
|
CE
|
-4.91%
|
18
|
$9,503.0
|
|
Corp Debt BBB Leveraged
|
BBBL
|
-2.80%
|
7
|
$3,711.3
|
|
Corp Debt BBB Rated Fds
|
BBB
|
-2.58%
|
6
|
$1,385.1
|
|
Developed Market Funds
|
DM
|
-11.65%
|
11
|
$1,928.4
|
|
Emerging Markets Funds
|
EM
|
-9.31%
|
18
|
$4,658.0
|
|
Emg Mkts HC Debt Funds
|
EMD
|
-8.98%
|
8
|
$3,476.7
|
|
Energy MLP Funds
|
EMP
|
-1.24%
|
22
|
$8,884.9
|
|
Gen & Ins Leveraged
|
GML
|
-0.70%
|
62
|
$36,284.0
|
|
Gen & Ins Unleveraged
|
GIM
|
0.17%
|
7
|
$1,418.6
|
|
General Bond Funds
**
|
GB
|
1.96%
|
46
|
$12,940.7
|
|
Global Funds
|
GL
|
-4.61%
|
25
|
$5,947.8
|
|
Global Income Funds
|
GLI
|
-2.12%
|
14
|
$6,828.4
|
|
Growth Funds
|
GE
|
5.17%
|
1
|
$200.5
|
|
Hi Yld Muni Debt Funds
**
|
HM
|
0.71%
|
12
|
$3,707.3
|
|
High Yield Fds Leveraged
**
|
HYL
|
-0.17%
|
37
|
$16,357.3
|
|
High Yield Funds
|
HY
|
0.74%
|
9
|
$1,257.5
|
|
Income & Pref Stock Fds
**
|
PS
|
-4.85%
|
36
|
$16,132.8
|
|
Intmdt Muni Debt Funds
|
IMD
|
0.14%
|
7
|
$1,573.8
|
|
Loan Participation Funds
**
|
LP
|
2.55%
|
48
|
$14,489.3
|
|
Natural Resources Funds
|
NR
|
-7.03%
|
12
|
$2,809.2
|
|
NJ Muni Debt Funds
|
NJ
|
-0.22%
|
6
|
$1,563.2
|
|
NY Muni Debt Funds
|
NY
|
-0.95%
|
20
|
$4,182.0
|
|
Opt Arbitrage/Opt Strat
|
OS
|
-1.36%
|
30
|
$20,031.6
|
|
Other States Muni Debt
|
OTH
|
-1.20%
|
26
|
$3,344.5
|
|
PA Muni Debt Funds
|
PA
|
-0.60%
|
6
|
$1,149.2
|
|
Pacific Ex Japan Funds
|
XJ
|
-13.65%
|
2
|
$202.2
|
|
Real Estate Funds
**
|
RE
|
4.82%
|
39
|
$11,839.0
|
|
Sector Equity Funds
|
SE
|
2.05%
|
21
|
$6,524.6
|
|
US Mortgage Funds
|
USM
|
3.73%
|
10
|
$1,809.3
|
|
Utility Funds
|
UT
|
-3.35%
|
11
|
$8,798.6
|
|
Value Funds
|
VE
|
-2.33%
|
7
|
$4,539.6
|
** New Fund(s) within last six months, based on inception date of fund.
|
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
|
|
Powered by a SySys® data & content management system.
© Thomson Reuters 2011. All rights reserved. Any copying, republication or redistribution of Lipper, a Thomson Reuters company, content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper, a Thomson Reuters company. Lipper, a Thomson Reuters company shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.
|