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  1. 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.

  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. 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.

  4. 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.

  5. 27 lip 2023 · Take a closer look at how Lipper Inc., a subsidiary of Thomson Reuters, determines the ratings for mutual funds in its Lipper Rating System.

  6. 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?

  7. 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.

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