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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 607
Total Net Assets (mil)* $236,514.4

*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 10/19/2017
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG 2.52% 19 $7,415.6
Convertible Sec Funds ** CV 14.98% 14 $6,258.9
Core Funds CE 20.23% 18 $9,753.8
Corp Debt BBB Leveraged BBBL 5.08% 7 $4,090.3
Corp Debt BBB Rated Fds BBB 3.95% 7 $1,702.6
Developed Market Funds DM 21.04% 15 $2,990.9
Emerging Markets Funds EM 18.09% 22 $5,454.8
Emg Mkts HC Debt Funds ** EMD 10.40% 7 $3,064.3
Energy MLP Funds EMP -4.81% 25 $9,555.5
Gen & Ins Leveraged GML 2.64% 61 $37,990.6
Gen & Ins Unleveraged GIM 2.85% 7 $1,466.0
General Bond Funds ** GB 10.88% 42 $13,412.1
Global Funds GL 18.99% 23 $7,634.0
Global Income Funds GLI 11.57% 14 $9,410.3
Growth Funds GE 27.52% 2 $147.3
Hi Yld Muni Debt Funds HM 3.05% 11 $3,722.9
High Yield Fds Leveraged HYL 10.38% 35 $15,488.8
High Yield Funds ** HY 9.32% 12 $3,166.4
Income & Pref Stock Fds ** PS 10.87% 32 $15,886.5
Intmdt Muni Debt Funds IMD 1.79% 11 $2,156.6
Loan Participation Funds ** LP 6.78% 42 $13,232.7
Natural Resources Funds NR -0.17% 11 $3,339.5
NJ Muni Debt Funds NJ 2.58% 8 $1,654.8
NY Muni Debt Funds NY 2.53% 19 $4,369.4
Opt Arbitrage/Opt Strat ** OS 17.18% 31 $20,554.5
Other States Muni Debt OTH 2.00% 26 $3,538.6
PA Muni Debt Funds PA 1.52% 6 $1,214.9
Pacific Ex Japan Funds XJ 23.01% 4 $431.6
Real Estate Funds ** RE 6.30% 33 $7,651.8
Sector Equity Funds ** SE 14.72% 17 $7,776.0
US Mortgage Funds USM 7.50% 7 $1,503.1
Utility Funds UT 13.09% 11 $6,333.0
Value Funds VE 15.20% 8 $7,054.3

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


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