Search results
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.
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.
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 Global Fund Flows provide industry leading sales and redemptions content and analysis, providing insight into current and historical market sentiment. Lipper data and analytics are complemented by Lipper’s proprietary Fund Market Research written by our industry experts.
26 sty 2024 · Wealth Management » Fundamental vs Technical Analysis » Lipper Rankings. Written by True Tamplin, BSc, CEPF®. Reviewed by Subject Matter Experts. Updated on January 26, 2024. Are You Retirement Ready? Take the Quiz. Table of Contents. Why Should I Care About These Rankings? What Is a Mutual Fund?
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:
For this and other information that should be read carefully, please request a prospectus or summary prospectus from your financial professional or Nuveen at 800.257.8787. Available mutual funds across asset classes for a variety of investor needs.
