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The U.S. News Best Mutual Fund Score is determined by the equal weightings of ratings from five data sources: Morningstar, Lipper, Zacks, TheStreet.com, and Standard & Poor's.
- Moderately Aggressive Allocation
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- Emerging-Markets Local-Currency Bond
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- Moderately Conservative Allocation
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- Leveraged Debt
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- Muni Single State Interm
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- Miscellaneous
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- Single Currency
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- Muni Target Maturity
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- Moderately Aggressive Allocation
Lipper designates award-winning funds in most individual classifications for the 3-, 5-, and 10-year periods. Fidelity's 32 awards among 25 Fidelity mutual funds in 2024 continue a strong history of Lipper Fund Award recognition across asset classes and investment styles.
27 lip 2023 · Much like Morningstar or Standard & Poor's, other mutual fund rating systems, Lipper publishes a list of what it considers to be the best funds in the business. Any mutual fund or...
3 best performing Fidelity mutual funds for IRA/brokerage account investors in the last 10 years: Fidelity Balanced Fund (FBALX), Fidelity ZERO® International Index Fund (FZILX), and Fidelity Investment Grade Bond Fund (FBNDX).
See your funds from every angle. The Lipper Rating for Total Return denotes a fund that has provided superior total returns (income from dividends and interest as well as capital appreciation) when compared to a group of similar funds.
If you've heard a fund referred to as a "Lipper Leader", it means that it's well regarded in the Lipper ratings. What are they, and how do you read them?
Lipper applies proprietary methodologies to create relevant, market-driven Lipper Classifications and indices that allow you to generate meaningful peer groups to select, compare and benchmark investment funds.