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About Lipper >>
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.
The Lipper Rating for Total Return may be the best fit for investors who want the best historical return, without looking at risk. This measure alone may not be suitable for investors who want to avoid downside risk. For more risk-averse investors, the Total Return ratings can be used with Preservation and/or Consistent Return ratings to make an appropriate selection that balances the risk and return.
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Fund Screener
1. I’d like to search for Lipper rated funds:
Select fund type and classification:
Universe:
Select Universe
Argentina
Australia
Austria
Belgium
Brazil
Canada
Chile
Czech Republic
Denmark
Finland
France
GCC
Germany
Hong Kong
Hong Kong Pension Funds
Hungary
India
Indonesia
Italian Pension
Italy
Japan
Korea
Luxembourg
Macau
Malaysia
Mexico
Netherlands
New Zealand
Norway
Peru
Philippines
Poland
Russia
Singapore
Slovakia
South Africa
Spain
Spanish Pension
Sweden
Switzerland
Taiwan
Thailand
Turkey
UK
UK Life Funds
UK Pension Funds
United States
Asset Type:
Classification:
Fund Family:
2. Select a time period:
3 Year
5 Year
10 Year
Overall
3. Choose Lipper Leaders that match your goals:
Total Return:
Any
5 - Lipper Leader
4 or Better
3 or Better
2 or Better
1 or Better
Consistent Return:
Any
5 - Lipper Leader
4 or Better
3 or Better
2 or Better
1 or Better
Preservation:
Any
5 - Lipper Leader
4 or Better
3 or Better
2 or Better
1 or Better
Tax Efficiency:
Any
5 - Lipper Leader
4 or Better
3 or Better
2 or Better
1 or Better
Expense:
Any
5 - Lipper Leader
4 or Better
3 or Better
2 or Better
1 or Better
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Lipper Alpha Insight
Version: v2.0.17