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The Lipper Leader Rating System uses investor-centred criteria to deliver a simple, clear description of a fund’s success in meeting certain goals, such as preserving capital or building wealth through consistent, strong returns. The strength of Lipper Ratings are their use in conjunction with one another.
formulae that analyze funds against a set of clearly defined metrics. Funds are compared to similar funds, and only those that truly stand out are awarded Lipper Leader status. Each fund is ranked against its peers based on the metric used. Lipper Ratings provide an instant measure of a fund’s success against five key metrics: Consistent Return
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.
The highest 20% of funds in each peer group are named Lipper Leaders, the next 20% receive a rating of 4, the middle 20% are rated 3, the next 20% are rated 2, and the lowest 20% are rated 1. Performance data utilised for Lipper Leaders are calculated using local currency.
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.
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 US Fund Classification. Description & Methodology Document PDF. Review the global and regional classifications of Lipper funds.
