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Lipper Mutual Fund Performance Report:

TedTed
edited October 2012 in Fund Discussions
FYI: Is your fund above or below the category average ?
Regards,
Ted
Equity Funds: As 10/25/12 http://www.allaboutfunds.com/performance/iops.pdf
Fixed Incime Funds : As 10/25/12 http://www.allaboutfunds.com/performance/fixed_iops.pdf
25 Largest Funds: As 10/25/12 http://www.allaboutfunds.com/performance/lg25.pdf
Yardsticks: As 10/26/12 http://online.wsj.com/mdc/public/page/2_3023-fundyrdstick.html?mod=mdc_h_mfhl
Indexes: As 10/26/12 http://online.wsj.com/mdc/public/page/2_3020-lipperindx.html

Comments

  • Hi Ted,
    Our portfolio mix related to the Lipper returns is above all categories in fixed income and equity averages; except World Equity funds at +11.98, versus our + 11.16%.
    Are the Lipper lists what you wanted us to measure against?
    Take care,
    Catch
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