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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)* $291,810.8

*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 5/17/2021
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG 10.25% 15 $7,837.8
Convertible Sec Funds CV 49.44% 13 $6,896.2
Corp Debt BBB Leveraged BBBL 14.04% 9 $4,359.4
Corp Debt BBB Rated Fds BBB 8.18% 6 $1,433.3
Developed Market Funds ** DM 53.83% 13 $2,703.3
Diversified Equity Fds ** DEF 59.73% 29 $24,994.3
Emerging Markets Funds EM 55.79% 15 $4,797.2
Emg Mkts HC Debt Funds EMD 24.75% 7 $2,276.8
Energy MLP Funds EMP 65.33% 19 $5,134.5
Gen & Ins Leveraged ** GML 15.34% 60 $46,973.3
Gen & Ins Unleveraged GIM 8.76% 6 $1,325.6
General Bond Funds ** GB 25.76% 69 $16,210.3
Global Funds ** GL 49.77% 28 $10,806.1
Global Income Funds ** GLI 24.07% 18 $11,040.8
Hi Yld Muni Debt Funds HM 16.77% 12 $4,364.8
High Yield Fds Leveraged ** HYL 28.55% 42 $20,091.5
High Yield Funds HY 25.96% 10 $1,760.5
Income & Pref Stock Fds PS 32.33% 36 $19,020.8
Intmdt Muni Debt Funds IMD 11.18% 3 $959.7
Loan Participation Funds LP 24.11% 58 $14,516.9
Natural Resources Funds NR 51.14% 10 $2,479.1
NJ Muni Debt Funds NJ 14.03% 3 $1,567.9
NY Muni Debt Funds NY 10.95% 14 $4,512.8
Opt Arbitrage/Opt Strat OS 35.35% 29 $22,898.2
Oth States Muni Debt Fds OTH 9.94% 11 $1,931.1
PA Muni Debt Funds PA 11.18% 3 $1,290.4
Real Estate Funds RE 18.99% 43 $16,113.8
Sector Equity Funds ** SE 42.02% 27 $23,111.9
US Mortgage Funds USM 20.84% 9 $1,470.8
Utility Funds UT 40.21% 11 $10,186.4

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

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