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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628
|
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Total Net Assets (mil)*
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$286,102.8
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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
4/22/2021
|
| Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
|
CA Muni Debt Funds
|
CAG
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11.73%
|
15
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$7,744.2
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Convertible Sec Funds
|
CV
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61.74%
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13
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$6,715.0
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Corp Debt BBB Leveraged
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BBBL
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14.00%
|
9
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$4,299.9
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Corp Debt BBB Rated Fds
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BBB
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8.49%
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6
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$1,426.6
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Developed Market Funds
**
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DM
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57.43%
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13
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$2,617.5
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Diversified Equity Fds
**
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DEF
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57.79%
|
29
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$23,519.3
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Emerging Markets Funds
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EM
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57.50%
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15
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$4,733.1
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Emg Mkts HC Debt Funds
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EMD
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31.18%
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7
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$2,217.3
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Energy MLP Funds
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EMP
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71.34%
|
19
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$4,861.9
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Gen & Ins Leveraged
**
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GML
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15.59%
|
60
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$44,826.6
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Gen & Ins Unleveraged
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GIM
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9.30%
|
7
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$1,572.7
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General Bond Funds
**
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GB
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26.49%
|
69
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$15,861.4
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Global Funds
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GL
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52.49%
|
27
|
$9,911.0
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Global Income Funds
**
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GLI
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24.11%
|
18
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$10,930.1
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Hi Yld Muni Debt Funds
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HM
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16.70%
|
12
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$4,294.7
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High Yield Fds Leveraged
**
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HYL
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29.19%
|
42
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$19,811.2
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High Yield Funds
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HY
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26.81%
|
10
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$1,731.5
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Income & Pref Stock Fds
**
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PS
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32.05%
|
36
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$19,736.5
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Intmdt Muni Debt Funds
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IMD
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11.76%
|
3
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$951.7
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Loan Participation Funds
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LP
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24.62%
|
58
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$14,692.6
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Natural Resources Funds
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NR
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46.76%
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10
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$2,407.0
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NJ Muni Debt Funds
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NJ
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13.44%
|
3
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$1,551.5
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NY Muni Debt Funds
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NY
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11.34%
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14
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$4,247.9
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Opt Arbitrage/Opt Strat
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OS
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37.40%
|
29
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$22,164.6
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Oth States Muni Debt Fds
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OTH
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11.24%
|
11
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$1,911.7
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PA Muni Debt Funds
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PA
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12.24%
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3
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$1,277.2
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Real Estate Funds
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RE
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18.73%
|
43
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$16,624.5
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Sector Equity Funds
**
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SE
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47.26%
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27
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$21,967.5
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US Mortgage Funds
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USM
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21.23%
|
9
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$1,466.3
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Utility Funds
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UT
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33.78%
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11
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$10,523.7
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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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