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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618
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Total Net Assets (mil)*
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$221,299.3
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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
6/18/2019
|
| Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
|
CA Muni Debt Funds
|
CAG
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7.63%
|
18
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$7,732.6
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Convertible Sec Funds
|
CV
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3.37%
|
13
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$4,869.6
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Corp Debt BBB Leveraged
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BBBL
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7.65%
|
7
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$3,914.6
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Corp Debt BBB Rated Fds
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BBB
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7.84%
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6
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$1,435.6
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Developed Market Funds
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DM
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-4.16%
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11
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$1,971.7
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Diversified Equity Fds
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DEF
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2.82%
|
26
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$17,792.4
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Emerging Markets Funds
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EM
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-4.52%
|
16
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$4,089.4
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Emg Mkts HC Debt Funds
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EMD
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6.51%
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7
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$2,553.3
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Energy MLP Funds
**
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EMP
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-3.32%
|
23
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$6,676.0
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Gen & Ins Leveraged
**
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GML
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7.87%
|
61
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$40,442.4
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Gen & Ins Unleveraged
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GIM
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7.13%
|
7
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$1,486.0
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General Bond Funds
**
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GB
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6.51%
|
51
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$13,735.2
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Global Funds
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GL
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2.43%
|
26
|
$6,463.6
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Global Income Funds
**
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GLI
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6.73%
|
18
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$9,133.3
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Hi Yld Muni Debt Funds
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HM
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7.34%
|
12
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$3,918.6
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High Yield Fds Leveraged
**
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HYL
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5.14%
|
40
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$17,506.7
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High Yield Funds
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HY
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6.72%
|
9
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$1,359.7
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Income & Pref Stock Fds
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PS
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4.25%
|
36
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$14,376.5
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Intmdt Muni Debt Funds
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IMD
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5.87%
|
6
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$1,387.1
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Loan Participation Funds
**
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LP
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2.86%
|
54
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$14,726.5
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Natural Resources Funds
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NR
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-6.41%
|
12
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$2,672.3
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NJ Muni Debt Funds
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NJ
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8.27%
|
4
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$1,557.9
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NY Muni Debt Funds
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NY
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7.69%
|
18
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$4,468.2
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Opt Arbitrage/Opt Strat
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OS
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2.42%
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31
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$19,132.1
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Other States Muni Debt
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OTH
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7.25%
|
21
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$3,547.9
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PA Muni Debt Funds
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PA
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8.07%
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4
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$1,283.3
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Real Estate Funds
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RE
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8.63%
|
39
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$9,478.4
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Sector Equity Funds
**
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SE
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0.19%
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22
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$7,627.6
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US Mortgage Funds
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USM
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7.61%
|
9
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$1,810.8
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Utility Funds
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UT
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15.10%
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11
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$6,807.0
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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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