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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.
Jeff Tjornehoj, head of Americas research, discusses the methodology Lipper Fund awards methodology.
16 mar 2024 · The LSEG Lipper Fund Awards honor those funds with the highest score in the Lipper Leader rating for Consistent Return over the three-, five- and/or 10-year periods. Overall, 117 funds won an award for the three-year period ended November 30, 2023.
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.
Video commentary from Lipper Research Analysts offering unique perspectives on fund performance and industry trends as well as weekly analysis of fund flows.
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.
Search for the full list of the latest and historical LSEG Lipper Fund Award winners from United States and find local event information.