The Lipper Options Arbitrage/Strategies Funds classification are funds that employ various strategies to capture the spread between similar options through inefficiencies in the market or funds and use portfolio strategies where the manager focuses on options to generate the bulk of the portfolio’s return. The Lipper Leaders Rating System is a toolkit that helps guide investors and their advisors in selecting funds that suit individual investment styles and goals. According to LSEG Lipper, “Each fund is ranked against its peers based on the metric used (such as its flagship risk-adjusted return measure, Consistent Return, Total Return, or Expense), and the

The Lipper Small-Cap Core Funds classification is defined as funds that by portfolio practice, invest at least 75% of their equity assets in companies with market capitalizations (on a three-year weighted basis) below Lipper’s USDE small-cap ceiling, according to Lipper methodology. These funds have more latitude in the companies in which they invest. These funds typically have average characteristics compared to the S&P SmallCap 600 Index. The Lipper Leaders Rating System is a toolkit that helps guide investors and their advisors in selecting funds that suit individual investment styles and goals. According to Refinitiv Lipper, “Each fund is ranked against

The AQR Diversified Arbitrage Funds, I Shares (ADAIX) is a top performer among Lipper Alternative Event Driven Funds using Lipper Leader metrics for the month ended October 31, 2022. The way the fund has managed such consistent returns through even turbulent markets includes the utilization of economic research, flexibility, and stringent risk management, according to lead portfolio manager Todd Pulvino, principal and co-founder of AQR’s arbitrage research affiliate AQR Arbitraged. We spoke with Pulvino to discern how ADAIX’s managers construct its portfolio and their views on arbitrage and investing in the Alternative Event Driven Funds classification. Lipper Leaders Ratings and

The Columbia Seligman Technology & Info Fund, A Shares (SLMCX) is one of the best Lipper Science & Technology Funds using Lipper Leader metrics for the month ended May 30, 2022. The way the fund is able to achieve such consistent returns through even turbulent markets includes having an experienced team and having as big-picture outlook so as to allow for the flexibility to pick securities opportunistically, according to lead portfolio manager Paul Wick. We spoke with Wick to find out how his team manages its portfolio and its outlook on the science and technology sectors. Lipper Leader Ratings and

The Lipper International Income Funds classification is defined as funds that state in their prospectus that they invest primarily in U.S. dollar and non-U.S. dollar debt securities of issuers located in at least three countries, excluding the United States, except in periods of market weakness, according to Lipper methodology. These funds provide investors with assets that can be beneficial to diversifying their portfolios. The Lipper Leaders Rating System is a toolkit that helps guide investors and their advisors in selecting funds that suit individual investment styles and goals. According to Refinitiv Lipper, “Each fund is ranked against its peers based

The Lipper Inflation Protected Bond Funds classification is defined as funds that invest primarily in inflation-indexed fixed income securities, according to Lipper methodology. These funds are structured to provide protection against inflation. The Lipper Leaders Rating System is a toolkit that helps guide investors and their advisors in selecting funds that suit individual investment styles and goals. According to Refinitiv Lipper, “Each fund is ranked against its peers based on the metric used (such as its flagship risk-adjusted return measure, Consistent Return, Total Return, or Expense), and the highest 20% of funds in each peer group are named Lipper Leaders,

The Lipper Classification of Natural Resources Funds focuses on funds that invest primarily in the equity securities of domestic companies engaged in the exploration, development, production, or distribution of natural resources including oil, natural gas, and base minerals, according to Lipper methodology. The Lipper Leaders Rating System uses metrics to help investors determine funds that might be suitable for their portfolios. According to Refinitiv Lipper, “Each fund is ranked against its peers based on the metric used (such as Total Return or Expense), and the highest 20% of funds in each peer group are named Lipper Leaders, the next 20%

In light of reopening demand and supply chain issues, commodities are broadly experiencing price pressures which, while not so good for consumers, can be a boon to commodity companies. One would assume this would translate to commodity funds. And in terms of flows, they have this year. Year to date, Commodities General Funds have seen inflows of $11.6 billion through May 31. They lost money the past two years, experiencing redemptions of $3.3 billion and $3.2 billion, respectively. The Lipper Commodities General Funds classification encompasses funds which invest primarily in a blended basket of commodity-linked derivative instruments or physical commodities.