Lipper Indexes
A series of indexes that tracks the financial performance of different types of mutual funds. Lipper, which is owned by Reuters, allows investors to benchmark the performance of a mutual fund investment against an index of 30 funds that also belong in that investment category.
Lipper creates indexes for each major investment style, such as small- or large-cap funds, value funds and growth funds. Much like the S&P 500 allows stock investors to compare their returns to a market benchmark, a Lipper index aggregates the 30 biggest funds of a given investment style.
For example, an investor could compare the performance of a small-cap mutual fund against the Lipper Small-Cap Index, which would combine the 30 biggest small-cap funds, based on asset size.
Lipper creates indexes for each major investment style, such as small- or large-cap funds, value funds and growth funds. Much like the S&P 500 allows stock investors to compare their returns to a market benchmark, a Lipper index aggregates the 30 biggest funds of a given investment style.
For example, an investor could compare the performance of a small-cap mutual fund against the Lipper Small-Cap Index, which would combine the 30 biggest small-cap funds, based on asset size.
附件列表
词条内容仅供参考,如果您需要解决具体问题
(尤其在法律、医学等领域),建议您咨询相关领域专业人士。
如果您认为本词条还有待完善,请 编辑
上一篇 Lifestyle Fund 下一篇 Load Fund