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Lipper Leaders & Fund Awards

Thomson InvestmentView reports have utilized Lipper's commitment in delivering the most comprehensive and accurate fund analysis and relevant comparisons to investors.

LIPPER LEADERS

The Lipper Leader Rating System helps individuals and their advisors in selecting funds that suit individual investment styles and goals. Funds are ranked against their Lipper peer group classifications each month for 3-, 5-, 10-year and overall periods. These ratings are based on an equal-weighted average of percentile ranks of the five Lipper metrics: Total Return, Consistent Return, Preservation, Tax Efficiency and Expense.

LIPPER AWARDS

The Lipper Fund Awards program highlights funds that have excelled in delivering consistently strong risk-adjusted performance, relative to peers. Lipper designates award-winning funds in most individual classifications for the three-, five-, and ten-year periods. In addition, the Lipper Fund Awards program spotlights fund families with high average scores for all funds within a particular asset class or overall.