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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
Austria
Belgium
Canada
Denmark
Finland
France
Germany
Hong Kong
Hong Kong Pension Funds
India
Italy
Japan
Korea
Malaysia
Netherlands
Norway
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Sweden
Switzerland
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Thailand
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UK Life Funds
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2. Select a time period:
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3. Choose Lipper Leaders that match your goals:
Total Return:
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5 - Lipper Leader
4 or Better
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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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