What is Lipper Fund Data?

Webull has partnered with Refinitiv to provide mutual fund data powered by Lipper. Lipper, a leading provider of independent fund content and analytics for over 40 years, is instrumental in benchmarking fund performance, managing risk, conducting due diligence, and helping investors find suitable investments.

Lipper Rating

The Lipper Rating evaluates a fund's performance across five key metrics:

• Total Return
• Consistent Return
• Preservation
• Expense
• Tax Efficiency

Each fund is rated based on the equal-weighted average of percentile ranks for these metrics:

5: Top 20% of funds

4: Next 20%

3: Middle 20%

2: Next 20%

1: Lowest 20%

The final Lipper rating is an average of the ratings for the five metrics.