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.

Learn how finding funds is easier using Lipper Leaders:
I’m an Investor
        I’m a Financial Professional

    Fund Lookup
    Fund Screener

1. I’d like to search for Lipper rated funds:
Select fund type and classification:
Asset Type:
Fund Family:

2. Select a time period:

3. Choose Lipper Leaders that match your goals:
Total Return:
Consistent Return:

© 2022, Refinitiv

Contact Us
Disclaimer / Privacy Notice
Copyright / DMCA
Lipper Alpha Insight
Version: v2.0.17