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  1. See your funds from every angle. Total Return. 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.

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      The Lipper Rating for Total Return denotes a fund that has...

  2. 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.

  3. Mutual Funds. 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 &...

  4. Fund classification system: Compare similar funds and benchmark performance more easily with Lipper's 500+ proprietary classifications. Comprehensive global fund coverage: Global database with over 380,000 active share classes across 80+ markets.

  5. Funds are ranked against their Lipper peer group classifications each month for 3-, 5-, 10-year, and overall periods. These ratings are based on an equal-weighted average of percentile ranks of the five Lipper Leaders metrics.

  6. 27 lip 2023 · The Lipper Leader Rating. 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....

  7. 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?