Holdings Based Methodology

Lipper World Equity Fund Classification Model

Lipper's U.S. Diversified Equity (USDE) fund classification model provides a meaningful framework for fund directors and management companies to use as a basis for performance evaluation. Because of the success of the USDE model, and for the sake of consistency, we have tried to keep the standards for classifying international funds as close to the USDE model as possible. Thus, we follow a two-step equity fund classification methodology, regardless of the investment geography: first, by assigning a market capitalization classification to each fund and second, by assigning a style classification.

Lipper offers mutual fund indices based on nearly all of the diversified fund classifications. For additional information on the Lipper Indices, contact Lipper Client Services.

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