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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 |
Total Number of Funds
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613
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Total Net Assets (mil)*
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$219,320.4
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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
2/15/2019
|
Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
CA Muni Debt Funds
|
CAG
|
3.06%
|
18
|
$7,170.2
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Convertible Sec Funds
|
CV
|
4.63%
|
13
|
$5,907.8
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Core Funds
|
CE
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-0.58%
|
18
|
$9,190.6
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Corp Debt BBB Leveraged
|
BBBL
|
2.05%
|
7
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$3,804.3
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Corp Debt BBB Rated Fds
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BBB
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2.15%
|
6
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$1,407.9
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Developed Market Funds
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DM
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-9.44%
|
11
|
$1,948.7
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Emerging Markets Funds
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EM
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-12.19%
|
18
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$4,493.8
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Emg Mkts HC Debt Funds
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EMD
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-4.41%
|
8
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$3,603.7
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Energy MLP Funds
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EMP
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-2.57%
|
22
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$10,463.0
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Gen & Ins Leveraged
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GML
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3.44%
|
62
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$37,145.7
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Gen & Ins Unleveraged
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GIM
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3.87%
|
7
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$1,434.2
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General Bond Funds
**
|
GB
|
3.69%
|
47
|
$13,096.4
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Global Funds
|
GL
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-2.50%
|
25
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$5,805.7
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Global Income Funds
**
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GLI
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0.88%
|
17
|
$8,069.7
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Growth Funds
|
GE
|
11.98%
|
1
|
$199.1
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Hi Yld Muni Debt Funds
**
|
HM
|
3.81%
|
12
|
$3,758.4
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High Yield Fds Leveraged
**
|
HYL
|
2.63%
|
39
|
$17,270.0
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High Yield Funds
|
HY
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3.80%
|
9
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$1,293.2
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Income & Pref Stock Fds
**
|
PS
|
0.74%
|
36
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$15,905.2
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Intmdt Muni Debt Funds
|
IMD
|
3.33%
|
6
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$1,349.8
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Loan Participation Funds
**
|
LP
|
1.97%
|
51
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$14,119.8
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Natural Resources Funds
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NR
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-3.79%
|
12
|
$3,177.5
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NJ Muni Debt Funds
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NJ
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4.46%
|
5
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$1,554.5
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NY Muni Debt Funds
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NY
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3.31%
|
18
|
$4,191.2
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Opt Arbitrage/Opt Strat
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OS
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0.17%
|
30
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$19,356.0
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Other States Muni Debt
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OTH
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3.38%
|
21
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$3,405.2
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PA Muni Debt Funds
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PA
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4.16%
|
4
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$1,095.5
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Pacific Ex Japan Funds
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XJ
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-14.06%
|
2
|
--
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Real Estate Funds
**
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RE
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10.25%
|
39
|
$11,339.2
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Sector Equity Funds
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SE
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4.58%
|
21
|
$6,614.7
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US Mortgage Funds
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USM
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5.58%
|
10
|
$1,787.5
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Utility Funds
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UT
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6.92%
|
11
|
$7,885.8
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Value Funds
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VE
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3.84%
|
7
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$4,424.7
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** New Fund(s) within last six months, based on inception date of fund.
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Resources
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