Lipper :: Leading Fund Intelligence

Reuters Mutual Fund Stories UPDATE 1-States in auction-rate probes UPDATE 1-Rhino Resources IPO postponed, Oppenheimer strategist Michael Metz UPDATE 1-Merrill to buy clients' Rhino Resources IPO postponed, cites

Lipper Research Studies Target Maturity Funds Research at Taxes in the Mutual Fund Industry:

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Lipper FundMarket Insight Reports

The Month in Closed-End Funds: July 2008

Tom Roseen

Sr. Analyst

Lipper FundIndustry Insight Reports

Lipper Hedge Fund Survey, November 2007

Ferenc Sanderson

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Lipper Leaders (US)

Time Period: Overall of 31031 Funds

Equity Funds
CHTRX
NPRTX
EVGFX
LEXCX
BTIIX
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as of 6/30/2008 Explain

Close Ratings for Total Return reflect fund historic total return performance relative to peers. Ratings for Consistent Return reflect fund historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Ratings for Expense reflect fund expense minimization relative to peers. Ratings for Tax Efficiency (U.S. Only) reflect fund historical ability to postpone taxable distributions. Lipper Leader ratings DO NOT take into account the effects of sales charges. Overall Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).