Lipper Indexes

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Dictionary Says

Definition of 'Lipper Indexes'

A series of indexes that tracks the financial performance of different types of mutual funds. Lipper, which is owned by Reuters, allows investors to benchmark the performance of a mutual fund investment against an index of 30 funds that also belong in that investment category.
Investopedia Says

Investopedia explains 'Lipper Indexes'

Lipper creates indexes for each major investment style, such as small- or large-cap funds, value funds and growth funds. Much like the S&P 500 allows stock investors to compare their returns to a market benchmark, a Lipper index aggregates the 30 biggest funds of a given investment style.

For example, an investor could compare the performance of a small-cap mutual fund against the Lipper Small-Cap Index, which would combine the 30 biggest small-cap funds, based on asset size.
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'Lipper Indexes'

  • Benchmark Your Returns With Indexes

    http://www.investopedia.com/articles/basics/06/benchmark.asp
    ... future. Try looking at some of these to expand your arsenal: Lipper Indexes -
    These are great for mutual fund investors. The Lipper ...
  • Mutual Fund Ratings: Are They Deceiving?

    http://www.investopedia.com/articles/mutualfund/09/mutual-fund-rating-systems.asp
    ... Lipper Leaders are the funds that rank in the top 20% of their peer ratings, with ...
    (For more, see Benchmark Your Returns With Indexes.). Advertisement - Article ...
  • Interpreting Your Broker's Reports

    http://www.investopedia.com/articles/basics/broker-report-breakdown.asp
    ... to compare the performance of your bond portfolio with fixed-income indexes. ... for
    mutual funds generally average about 1.25%, according to 2007 Lipper Research. ...
  • How To Build Your Own Mutual Fund

    http://www.investopedia.com/articles/mutualfund/11/build-own-mutual-fund.asp
    ... Sites such as Morningstar and Lipper do a good job of depicting relative performance ...
    Also, many argue persuasively that these indexes are slow to adapt to the ...
  • Choose A Fund With A Winning Manager

    http://www.investopedia.com/articles/mutualfund/09/choose-top-mutual-fund-manager.asp
    ... Companies like Morningstar and Lipper have services available to slice-and-dice
    funds ... performance, which compares a fund's absolute returns to indexes and peer ...

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