Support Documents and Information
Methodology
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Lipper Index Components
- Updated – Q1 2018
- Updated – Q2 2018
- Updated – Q3 2018
- Updated – Q4 2018
- Updated – Q1 2019
- Updated – Q2 2019
- Updated – Q3 2019
- Updated – Q4 2019
- Updated – Q1 2020
- Updated – Q2 2020
- Updated – Q3 2020
- Updated – Q4 2020
- Updated – Q1 2021
- Updated – Q2 2021
- Updated – Q3 2021
- Updated – Q4 2021
- Updated – Q1 2022
- Updated – Q2 2022
- Updated – Q3 2022
- Updated – Q4 2022
- Updated – Q1 2023
- Updated – Q2 2023
- Updated – Q3 2023
- Updated – Q4 2023
- Updated – Q1 2024
Corporate Events
- Updated March 2024
- Updated February 2024
- Updated January 2024
- Updated December 2023
- Updated November 2023
- Updated October 2023
- Updated September 2023
- Updated August 2023
- Updated July 2023
- Updated June 2023
- Updated May 2023
- Updated April 2023
- Updated March 2023
- Updated February 2023
- Updated January 2023
- Updated December 2022
- Updated November 2022
- Updated October 2022
- Updated September 2022
- Updated August 2022
- Updated July 2022
- Updated June 2022
- Updated May 2022
- Updated April 2022
- Updated March 2022
- Updated February 2022
- Updated January 2022
- Updated December 2021
- Updated November 2021
- Updated October 2021
- Updated September 2021
- Updated August 2021
- Updated July 2021
- Updated June 2021
- Updated May 2021
- Updated April 2021
- Updated March 2021
- Updated February 2021
- Updated January 2021
- Updated December 2020
- Updated November 2020
- Updated October 2020
- Updated September 2020
- Updated August 2020
- Updated July 2020
- Updated June 2020
- Updated May 2020
- Updated April 2020
- Updated March 2020
- Updated February 2020
- Updated January 2020
- Updated December 2019
- Updated November 2019
- Updated October 2019
- Updated September 2019
- Updated August 2019
- Updated July 2019
- Updated June 2019
- Updated May 2019
- Updated April 2019
- Updated March 2019
- Updated February 2019
- Updated January 2019
- Updated December 2018
- Updated November 2018
- Updated October 2018
- Updated September 2018
- Updated August 2018
- Updated July 2018
- Updated June 2018
- Updated May 2018
- Updated April 2018
- Updated March 2018
- Updated January 2018
- Updated October 2017
- Updated September 2017
- Updated May 2017
- Updated April 2017
- Updated March 2017
- Updated February 2017
- Updated January 2017
- Updated December 2016
- Updated November 2016
- Updated October 2016
- Updated September 2016
- Updated August 2016
- Updated July 2016
- Updated June 2016
- Updated May 2016
- Updated April 2016
- Updated March 2016
- Updated February 2016
- Updated as of January 31, 2016
- Updated as of December 31, 2015
- Updated as of November 31, 2015
- Updated as of October 30, 2015
- Updated September 30, 2015
- Updated August 31, 2015
- Updated July 31, 2015
- Updated June 29, 2015
- Updated May 29, 2015
- Updated April 30, 2015
- Updated March 31, 2015
- Updated February 28, 2015
- Updated January 31, 2015
For further historical data, please contact support.
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Performance Reports
Refinitiv Lipper Performance Reports provide quarterly, monthly, and weekly updates on aggregate fund performance.
Reports are made available to media in the following categories:
United States
- Top performing funds – Cumulative total reinvestment performance for the 25 largest mutual funds ranked by total net assets.
- Lipper mutual indices – Cumulative total reinvestment performance for equally-weighted indices of the largest mutual funds within their respective investment objective.
- Investment objective performance summary – Cumulative total reinvestment performance for funds grouped by investment objective.
Please contact your regional Refinitiv media relations specialist with any questions.
USA – PR Hotline 
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Europe – Eddie Dunthorne
- 44 20 7542 6256
Asia – Boni Liu
- +852 9358 8779
Japan – Hal Fujimori
- +81 3 6441 1504