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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.
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.
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.
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.
31 paź 2022 · Most investors are just looking for a relatively safe place to save their money and hope to earn a decent return along the way, and that's why rating systems such as Morningstar (MORN) and Lipper...
