Search results
Building a portfolio of funds using Lipper Leaders Building a portfolio that best meets an investor’s goals requires reliable fund evaluation tools. The Lipper Leader Rating System is a toolkit designed to help build that portfolio one fund at a time. Lipper Leader ratings can help you effectively identify funds
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.
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?
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.
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.
Fund directors may be faced with the choice of using Lipper classifications or Morningstar categories in the 15 (c) reports for funds they oversee. This document highlights the basic similarities and differences between the two systems for classifying mutual funds.
