Support Documents and Information
Methodology
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
Corporate Events
- 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.
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
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Asia – Boni Liu
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Japan – Hal Fujimori
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