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.

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 …

Jan 17, 2025 · A comparison between the Morningstar and Lipper mutual fund rating systems and why it’s important for investors to understand them.

Lipper provides retirement plan analysis and reporting tools for financial advisors and research from its offices in the Americas, Europe, Asia and the Middle East.

For more than 40 years, institutional and retail financial professionals worldwide have trusted Lipper for accurate data across an unrivalled universe, precise analytics and reporting tools, and experienced …

Aug 6, 2025 · The Lipper Rating System, created by A. Michael Lipper, is a widely recognized financial rating and analytical tool. It was first introduced by Lipper Analytical Services in 1998, which later …

Lipper has been a leading provider of independent fund content, analytics and insight to the global investment community for over 50 years, used to benchmark fund performance, manage risk, …

Apr 28, 2025 · The Lipper Leader rating system was developed by Lipper Analytical Services, which was established in 1973. It provides investors and financial professionals with market data and mutual …

Lipper’s extensive quality controlled data provides a multitude of options for benchmarking performance. Choose any index from Lipper Global Classifications or select from our range of US style-based …

What sets the Lipper Leader Rating System apart is its use of ‘investor-centered’ metrics rather than asset- or style/strategy-based criteria. Lipper Ratings provide an instant measure of a fund’s success …