Monday, December 27, 2010

Lipper Leaders

Lipper Leaders is a service provided by Thomson Reuters which scores funds on historical performance, including aspects such as capital preservation, and consistency of return, total return, expenses, and in some cases tax efficiency. Scores are reviewed each month and are calculated for 3, 5 and 10 year periods (and overall). For each measure the highest 20% of funds in each peer group are named Lipper Leaders (with a score of 5), while the bottom 20% are rated 1 out of 5. Lipper Leaders provide a useful source of additional research for investors to assist them and their advisers in selecting managed fund products.

Synonyms: Fund rating, Fund ranking, Fund rating service, Thomson Reuters

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