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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 †.

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Classifications
Lipper Classification Summary
Statistic Value
Total Number of Funds 628
Total Net Assets (mil)* $286,102.8

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

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** New Fund(s) within last six months, based on inception date of fund. 

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