Fund Data

Funds (Lipper)

An overview of Funds (Lipper)

Lipper has been a leading provider of independent fund content, analytics, and insight to the global investment community for over 45 years, used to benchmark fund performance, manage risk, conduct fund due diligence and selection, define product strategy, and help investors find suitable investments.

  • Fund classification system: Compare similar funds and benchmark performance more easily with Lipper's 500+ proprietary classifications.
  • Comprehensive global fund coverage: Global database with over 380,000 active share classes across 80+ markets.
  • Manage risk: Improve risk management and mitigation with 70+ relative and absolute measures of risk and return, regulatory risk data and holdings look-through solutions.
  • Lipper Leaders: Fund rating system that evaluates individual fund performance versus specific investment goals.
  • Identify top performers and market trends: Single out top performing funds and identify product and market trends using a range of performance and analytical data.

Key Facts 

  • Geographical coverage
  • History
    From 1924 for United States
    Rest of the World varies
  • Data format
    User Interface
    Zip Archive
  • Delivery mechanism
    Digital Files
    Web Service
  • Data frequency

Features & Benefits

What you get with Funds (Lipper)

  • Industry Operating Metrics - We are a leading provider of the fund metrics used by the industry to measure their own performance and those of peers. Essential content for the investment performance analyst with a specific industry focus.
  • Lipper applies proprietary methodologies to create relevant, market-driven Lipper Classifications and indices that allow you to generate meaningful peer groups to select, compare and benchmark investment funds.
  • Lipper’s fund rating system, Lipper Leaders, help guide investors and their advisors in selecting funds that suit individual investment styles and goals. They provide an instant measure of a fund’s success against a specific set of key metrics (Total Return, Consistent Return, Preservation, Expense and US Tax Efficiency), and can be used alone or in combination to build individualized portfolios that suit an investor’s particular goals.
  • Lipper Global Fund Flows provide industry leading sales and redemptions content and analysis, providing insight into current and historical market sentiment.
  • Lipper data and analytics are complemented by Lipper’s proprietary Fund Market Research written by our industry experts.

How it works

Accessing the dataset

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