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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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649
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Total Net Assets (mil)*
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$254,743.3
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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
3/5/2021
|
Classification |
Class Code |
Lipper Average (Market) |
Number
of Funds |
Total Net
Assets (mil)* |
CA Muni Debt Funds
|
CAG
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0.13%
|
16
|
$7,685.9
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Convertible Sec Funds
|
CV
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38.49%
|
13
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$6,677.6
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Corp Debt BBB Leveraged
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BBBL
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3.90%
|
9
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$4,352.1
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Corp Debt BBB Rated Fds
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BBB
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2.26%
|
6
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$1,447.2
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Developed Market Funds
**
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DM
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27.22%
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13
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$2,587.3
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Diversified Equity Fds
**
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DEF
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24.28%
|
29
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$22,695.9
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Emerging Markets Funds
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EM
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27.98%
|
15
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$4,828.8
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Emg Mkts HC Debt Funds
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EMD
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-3.11%
|
7
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$2,288.0
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Energy MLP Funds
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EMP
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-27.46%
|
19
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$3,228.1
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Gen & Ins Leveraged
**
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GML
|
1.19%
|
69
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$45,292.6
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Gen & Ins Unleveraged
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GIM
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1.16%
|
7
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$1,523.0
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General Bond Funds
**
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GB
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7.05%
|
71
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$16,297.1
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Global Funds
**
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GL
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24.84%
|
27
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$9,738.2
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Global Income Funds
**
|
GLI
|
3.96%
|
18
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$10,917.7
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Hi Yld Muni Debt Funds
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HM
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1.14%
|
12
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$4,254.2
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High Yield Fds Leveraged
**
|
HYL
|
6.50%
|
42
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$19,723.6
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High Yield Funds
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HY
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7.00%
|
9
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$1,370.6
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Income & Pref Stock Fds
**
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PS
|
8.37%
|
36
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$19,288.8
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Intmdt Muni Debt Funds
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IMD
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1.28%
|
3
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$946.3
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Loan Participation Funds
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LP
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5.64%
|
59
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$15,440.1
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Natural Resources Funds
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NR
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1.67%
|
10
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$2,318.1
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NJ Muni Debt Funds
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NJ
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0.82%
|
4
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$1,567.4
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NY Muni Debt Funds
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NY
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-0.63%
|
17
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$4,436.2
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Opt Arbitrage/Opt Strat
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OS
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18.44%
|
30
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$21,600.1
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Oth States Muni Debt Fds
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OTH
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0.48%
|
15
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$2,383.2
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PA Muni Debt Funds
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PA
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0.38%
|
4
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$1,290.3
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Real Estate Funds
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RE
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-0.94%
|
43
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$16,015.0
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Sector Equity Funds
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SE
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23.49%
|
26
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$17,752.5
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US Mortgage Funds
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USM
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-2.98%
|
9
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$1,473.8
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Utility Funds
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UT
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-2.12%
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11
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$9,521.3
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** New Fund(s) within last six months, based on inception date of fund.
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