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Lipper Leader System

The Lipper Leader system was designed to give mutual fund ratings based on the following criteria:

  • Total Return - The fund provides superior total returns compared to other similar funds.
  • Consistency of Return - The fund consistently provides good returns year-after-year compared to other funds in its group.
  • Preservation - The fund has the ability to preserve assets in a variety of markets.
  • Tax Efficiency - The fund is successful in postponing taxes compared to similar funds.
  • Expense - The fund effectively manages its expenses compared to its peers.
  • The funds are given a rating of 1-5, for each of the above criteria, with 1 being the highest and 5 being the lowest.

    As always though please remember that these ratings do NOT mean you are guaranteed any particular results.



    Return from Lipper Leader System to Mutual Fund Investing



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