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What‘s Lipper Fund?

Webull has recently established a strategic partnership with Refinitiv to provide Mutual funds data, powered by Lipper. Lipper has been a leading provider of independent fund content, analytics, and insight to the global investment community for over 40 years, used to benchmark fund performance, manage risk, conduct fund due diligence and selection, define product strategy, and help investors find suitable investments.

Lipper Rating

The Lipper Rating provides an instant measure of a fund’s success against five key metrics including: Total Return, Consistent Return, Preservation, Expense and Tax Efficiency. These ratings are based on an equal-weighted average of percentile ranks of the five Lipper Leaders metrics.

For each metric:

The top 20% of funds receive a rating of "5";

The next 20% of funds receive a rating of "4";

The middle 20% of funds receive a rating of "3";

The next 20% of funds receive a rating of "2";

The lowest 20% of funds receive a rating of "1".

The final Lipper rating is based on an equal-weighted average of the 5 five key metrics.

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Lipper Disclaimer

Some peer groups are inherently more volatile than others – a Lipper Leader for Consistent Return in a volatile group may not be well-suited to shorter-term goals or less risk-tolerant investors.

Lipper Ratings for Total Return reflect fund historic total return performance relative to peers. Lipper Ratings for Consistent Return reflect fund historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Expense reflect fund expense minimization relative to peers. Lipper Ratings for Tax Efficiency (U.S. Only) reflect fund historical ability to postpone taxable distributions. Lipper 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).

Lipper Ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. As a result, you should not make an investment decision on the basis of this information. Rather, you should use Lipper Ratings for informational purposes only. Certain information provided by Lipper may relate to securities that may not be offered sold or delivered within the United States (or any State thereof) or to, or for the account or benefit of, United States persons.

Lipper is not responsible for the accuracy, reliability or completeness of the information that you obtain from Lipper. In addition, Lipper will not be liable for any loss or damage resulting from information obtained from Lipper or any of its affiliates.

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