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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.
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.
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.
See your funds from every angle. Total Return. 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.
With an extensive database of mutual funds, the Mutual Fund Screener enables investors to search mutual funds by a variety of different characteristics, including Lipper categories and performance metrics. Mutual fund investors may want to use the screener as a first-step in their research process.
26 sty 2024 · Lipper Rankings are a relative measure of the performance of mutual funds within a specific asset class compared to other funds in the same category, as defined by the Lipper Global Classifications System.
