Lipper

Methodologies & Definitions

• Classifications
• Lipper Leaders Ratings
• Indices
• Fund Awards

Research Series

• FundMarket Insight Reports
• FundFlows Insight Reports
• FundIndustry Insight Reports
• Research Studies
• Lipper Fiduciary Research
• Lipper FMI Strategic Research

Historical Components

2013

• 1st Quarter Index Components PDF / Excel

2012

• 3rd Quarter Index Components Excel / PDF

• 1st Quarter Index Components PDF / Excel

• 2nd Quarter Index Components (Updated) PDF / Excel PDF / Excel

• 4th Quarter Index Components PDF / Excel

2011

• 1st Quarter Index Components PDF / Excel

• 2nd Quarter Index Components PDF / Excel

• 3rd Quarter Index Components PDF / Excel

• 4th Quarter Index Components PDF / Excel

2010

• 1st Quarter Index Components PDF / Excel

• 2nd Quarter Index Components PDF / Excel

• 3rd Quarter Index Components PDF / Excel

• 4th Quarter Index Components PDF / Excel

2009

• 1st Quarter Index Components PDF / Excel

• 2nd Quarter Index Components PDF / Excel

• 3rd Quarter Index Components PDF / Excel

• 4th Quarter Index Components PDF / Excel

2008

• 1st Quarter Index Components PDF / Excel

• 2nd Quarter Index Components PDF / Excel

• 3rd Quarter Index Components PDF / Excel

• 4th Quarter Index Components PDF / Excel

2007

• 1st Quarter Index Components PDF / Excel

• 2nd Quarter Index Components PDF / Excel

• 3rd Quarter Index Components PDF / Excel

• 4th Quarter Index Components PDF / Excel

2006

• 1st Quarter Index Components PDF / Excel

• 2nd Quarter Index Components PDF / Excel

• 3rd Quarter Index Components PDF / Excel

• 4th Quarter Index Components PDF / Excel

2005

• 1st Quarter Index Components PDF / Excel

• 2st Quarter Index Components PDF / Excel

• 3nd Quarter Index Components PDF / Excel

• 4th Quarter Index Components PDF / Excel

2004

• 1st Quarter Index Components PDF / Excel

• 2nd Quarter Index Components PDF / Excel

• 3rd Quarter Index Components PDF / Excel

• 4th Quarter Index Components PDF / Excel

2003

• 1st Quarter Index Components PDF / Excel

• 2nd Quarter Index Components PDF / Excel

• 3rd Quarter Index Components PDF / Excel

• 4th Quarter Index Components PDF / Excel

2002

• 1st Quarter Index Components PDF / Excel

• 2nd Quarter Index Components PDF / Excel

Index Methodology