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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

 
Classifications
Lipper Classification Summary
Statistic Value
Total Number of Funds 665
Total Net Assets (mil)* $197,837.9

*The amount of assets in a fund at the end of a day or a designated period after deductions of all operating costs.

For Time Period



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Lipper Classification Average for 1 Year   as of 3/9/2010
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG 21.97% 23 $4,641.6
Convertible Sec Funds CV 80.39% 11 $4,197.9
Core Funds CE 76.60% 31 $10,248.1
Corp Debt BBB Rated Fds BBB 41.19% 24 $10,364.1
Developed Market Funds DM 75.13% 15 $2,615.6
Emerging Markets Funds EM 119.17% 19 $5,919.9
Emerging Mkts Debt Funds EMD 48.84% 8 $3,695.0
FL Muni Debt Funds FL 21.92% 1 $80.1
Flexible Income Funds FLX 45.29% 6 $3,294.9
Gen & Ins Unleveraged GIM 11.87% 7 $1,170.2
General Bond Funds GB 55.46% 11 $2,398.2
General Muni Leveraged GML 26.65% 62 $24,334.0
Global Funds GL 59.43% 21 $7,210.2
Global Income Funds GLI 52.54% 16 $7,714.9
Growth Funds GE 75.01% 5 $434.1
Hi Yld Muni Debt Funds HM 34.89% 15 $3,232.1
High Yield Fds Leveraged HYL 83.16% 37 $8,765.8
High Yield Funds HY 53.35% 7 $1,065.5
Income & Pref Stock Fds PS 129.09% 29 $13,566.4
Insured Muni Leveraged MIL 19.11% 23 $8,956.1
Intmdt Muni Debt Funds IMD 18.66% 7 $1,268.2
Loan Participation Funds LP 57.94% 46 $13,409.7
MI Muni Debt Funds MI 18.73% 4 $337.5
NJ Muni Debt Funds NJ 24.71% 11 $1,180.8
NY Muni Debt Funds NY 22.57% 18 $1,733.4
Opt Arbitrage/Opt Strat OS 64.11% 34 $21,592.5
Other States Muni Debt OTH 20.88% 43 $2,637.8
PA Muni Debt Funds PA 23.30% 8 $969.5
Pacific Ex Japan Funds XJ 89.91% 14 $2,931.2
Real Estate Funds RE 183.91% 20 $2,896.8
Sector Equity Funds SE 79.61% 37 $12,886.5
Single State Insured Muni-Debt SSIM 18.88% 33 $6,007.1
US Mortgage Funds USM 52.72% 12 $1,705.8
Value Funds VE 119.32% 7 $4,376.4


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



Data Definitions

Asset Class Definitions

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