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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$211,940.7
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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
4/9/2020
|
| Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
|
CA Muni Debt Funds
|
CAG
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3.52%
|
16
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$7,405.5
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Convertible Sec Funds
|
CV
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-5.99%
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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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2.53%
|
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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5.52%
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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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-11.05%
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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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-14.16%
|
26
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$15,313.2
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Emerging Markets Funds
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EM
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-18.59%
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16
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$3,220.5
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Emg Mkts HC Debt Funds
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EMD
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-19.82%
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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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-70.16%
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23
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$4,335.5
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Gen & Ins Leveraged
**
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GML
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0.95%
|
65
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$41,356.1
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Gen & Ins Unleveraged
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GIM
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2.73%
|
7
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$1,465.2
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General Bond Funds
**
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GB
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-9.00%
|
56
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$11,960.5
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Global Funds
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GL
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-12.61%
|
25
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$5,355.5
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Global Income Funds
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GLI
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-9.10%
|
18
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$6,333.8
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Hi Yld Muni Debt Funds
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HM
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-0.80%
|
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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-12.27%
|
41
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$15,504.6
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High Yield Funds
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HY
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-8.27%
|
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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-10.49%
|
37
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$13,334.2
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Intmdt Muni Debt Funds
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IMD
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1.11%
|
6
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$1,351.6
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Loan Participation Funds
**
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LP
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-13.18%
|
60
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$11,954.4
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Natural Resources Funds
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NR
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-46.33%
|
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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1.13%
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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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1.46%
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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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-6.84%
|
30
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$16,684.6
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Oth States Muni Debt Fds
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OTH
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2.24%
|
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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2.12%
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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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-7.64%
|
44
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$15,635.6
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Sector Equity Funds
**
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SE
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-5.57%
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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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-11.67%
|
9
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$1,386.0
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Utility Funds
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UT
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-9.59%
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10
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$8,107.6
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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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