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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 679
Total Net Assets (mil)* $171,857.4

*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 7/2/2009
Classification Class Code Lipper Average (Market) Number
of Funds
Total Net
Assets (mil)*
CA Muni Debt Funds CAG -7.97% 25 $4,210.3
Convertible Sec Funds CV -24.50% 11 $3,381.3
Core Funds CE -29.07% 30 $9,528.6
Corp Debt BBB Rated Fds BBB -1.77% 22 $7,844.0
Developed Market Funds DM -32.72% 15 $2,300.0
Emerging Markets Funds EM -28.37% 20 $4,745.1
Emerging Mkts Debt Funds EMD -2.25% 10 $3,304.9
FL Muni Debt Funds FL -1.62% 3 $480.8
Flexible Income Funds FLX -5.44% 6 $2,667.0
Gen & Ins Unleveraged GIM 0.14% 9 $2,905.1
General Bond Funds GB 1.01% 13 $2,830.5
General Muni Leveraged GML -5.91% 60 $19,808.6
Global Funds GL -25.23% 20 $6,072.7
Global Income Funds GLI -3.61% 16 $6,026.6
Growth Funds GE -40.96% 5 $379.3
Hi Yld Muni Debt Funds HM -11.70% 15 $2,816.2
High Yield Fds Leveraged HYL -23.67% 36 $6,565.9
High Yield Funds HY -14.40% 6 $827.2
Income & Pref Stock Fds PS -29.57% 30 $9,606.4
Insured Muni Leveraged MIL -2.08% 24 $8,364.6
Intmdt Muni Debt Funds IMD -0.38% 7 $1,234.7
Loan Participation Funds LP -20.23% 46 $11,614.9
MI Muni Debt Funds MI -1.33% 4 $316.7
NJ Muni Debt Funds NJ -2.65% 11 $1,082.6
NY Muni Debt Funds NY -5.78% 18 $1,639.6
Opt Arbitrage/Opt Strat OS -19.87% 36 $20,188.7
Other States Muni Debt OTH -0.31% 43 $2,437.6
PA Muni Debt Funds PA -2.75% 8 $889.4
Pacific Ex Japan Funds XJ -18.20% 13 $2,337.8
Real Estate Funds RE -52.51% 24 $3,746.3
Sector Equity Funds SE -28.87% 36 $11,369.0
Single State Insured Muni-Debt SSIM -2.69% 36 $5,946.2
US Mortgage Funds USM -6.64% 11 $1,403.0
Value Funds VE -34.53% 10 $2,985.8


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



Data Definitions

Asset Class Definitions

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