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
|
648
|
Total Net Assets (mil)*
|
$276,747.4
|
*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
2/24/2021
|
Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
CA Muni Debt Funds
|
CAG
|
0.40%
|
16
|
$7,928.1
|
Convertible Sec Funds
|
CV
|
40.75%
|
13
|
$6,565.5
|
Corp Debt BBB Leveraged
|
BBBL
|
5.18%
|
9
|
$4,408.5
|
Corp Debt BBB Rated Fds
|
BBB
|
3.98%
|
6
|
$1,469.5
|
Developed Market Funds
**
|
DM
|
26.63%
|
13
|
$2,524.6
|
Diversified Equity Fds
**
|
DEF
|
16.91%
|
29
|
$21,865.7
|
Emerging Markets Funds
|
EM
|
22.97%
|
16
|
$4,756.7
|
Emg Mkts HC Debt Funds
|
EMD
|
-2.39%
|
7
|
$2,335.7
|
Energy MLP Funds
|
EMP
|
-38.54%
|
19
|
$4,835.1
|
Gen & Ins Leveraged
**
|
GML
|
1.44%
|
68
|
$45,711.9
|
Gen & Ins Unleveraged
|
GIM
|
1.49%
|
7
|
$1,552.6
|
General Bond Funds
**
|
GB
|
5.99%
|
71
|
$16,567.9
|
Global Funds
**
|
GL
|
22.00%
|
27
|
$9,559.0
|
Global Income Funds
**
|
GLI
|
3.95%
|
18
|
$10,908.7
|
Hi Yld Muni Debt Funds
|
HM
|
1.35%
|
12
|
$4,324.0
|
High Yield Fds Leveraged
**
|
HYL
|
5.01%
|
41
|
$19,539.5
|
High Yield Funds
|
HY
|
5.32%
|
9
|
$1,387.5
|
Income & Pref Stock Fds
**
|
PS
|
4.60%
|
36
|
$19,231.3
|
Intmdt Muni Debt Funds
|
IMD
|
0.80%
|
4
|
$1,052.4
|
Loan Participation Funds
|
LP
|
3.62%
|
58
|
$15,598.2
|
Natural Resources Funds
|
NR
|
-9.98%
|
10
|
$2,157.3
|
NJ Muni Debt Funds
|
NJ
|
1.14%
|
4
|
$1,611.0
|
NY Muni Debt Funds
|
NY
|
-0.55%
|
17
|
$4,555.6
|
Opt Arbitrage/Opt Strat
|
OS
|
14.33%
|
30
|
$21,144.5
|
Oth States Muni Debt Fds
|
OTH
|
0.78%
|
15
|
$2,440.0
|
PA Muni Debt Funds
|
PA
|
0.78%
|
4
|
$1,319.6
|
Real Estate Funds
|
RE
|
-2.16%
|
43
|
$16,035.5
|
Sector Equity Funds
|
SE
|
22.82%
|
26
|
$17,698.0
|
US Mortgage Funds
|
USM
|
-2.30%
|
9
|
$1,476.4
|
Utility Funds
|
UT
|
-5.21%
|
11
|
$9,737.8
|
** 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 2019. 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.
|