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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.
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The Lipper Rating for Total Return denotes a fund that has...
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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.
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. For each metric:
The 2024 U.S. Lipper Fund Awards are given to individual mutual funds that have outperformed peers based on risk-adjusted, consistent returns. Lipper designates award-winning funds in most individual classifications for the 3-, 5-, and 10-year periods.
Comprehensive global database with over 335,000 active share classes across 80+ markets covering mutual funds, ETFs, closed end funds, UK investment trusts, insurance funds, pension funds and hedge funds. Our Lipper's data is precise granular fund classification system enables meaningful like-for-like comparisons across funds that share ...
The Lipper Leader Rating System is a toolkit that uses investor-centered criteria to deliver a simple, clear description of a fund’s success in meeting certain goals, such as preserving capital, lowering expenses or building wealth. Lipper Ratings provide an instant measure of a fund’s success against a specific set of key metrics.
For Lipper rankings and details, access the fund's landing page or see a complete list here.
