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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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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.
10 mar 2022 · The Refinitiv Lipper Fund Awards honor those funds which had the highest score in the Lipper Leader rating for Consistent Return over the three-, five- and/or 10-year periods. Overall, there were 116 funds that won an award for the three-year period ended November 30, 2021.
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.
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 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.
16 mar 2024 · The LSEG Lipper Fund Awards honor those funds with the highest score in the Lipper Leader rating for Consistent Return over the three-, five- and/or 10-year periods. Overall, 117 funds won an award for the three-year period ended November 30, 2023.
