2012 Lipper Awards: The three-year classifications

Mar 9, 2012 @ 12:01 am

2012 U.S. Lipper Three-Year Fund Classification Winners: 35 Largest Classifications

Click column headers to sort fields

Fund Name Ticker Symbol Management Company Phone Lipper Classification
PIMCO StocksPLUS Total Return Fund, Institutional Ticker:(PSPTX) PIMCO 800-927-4648 Large-Cap Core Funds  
Scout Core Plus Bond Fund, Institutional Ticker:(SCPZX) Scout Investments 800-996-2862 Intermediate Investment-Grade Debt Funds  
Matthew 25 Fund Ticker:(MXXVX) Matthew 25 Management Corporation 888-625-3863 Multi-Cap Core Funds  
Villere Balanced Fund Ticker:(VILLX) St. Denis J. Villere & Company, LLC 866-209-1129 Mixed-Asset Target Allocation Growth Funds  
Berkshire Focus Fund Ticker:(BFOCX) Berkshire Capital Holdings, Inc. 877-526-0707 Multi-Cap Growth Funds  
Touchstone Sands Capital Institutional Growth Fund Ticker:(CISGX) Touchstone Advisors, Inc. 800-543-0407 Large-Cap Growth Funds  
T. Rowe Price International Stock Fund, Shares Ticker:(PRITX) T. Rowe Price Associates, Inc. 800-638-5660 International Large-Cap Growth Funds  
Natixis Diversified Income Fund, A Ticker:(IIDPX) Natixis Asset Management Advisors, LP 800-225-5478 Mixed-Asset Target Allocation Moderate Funds  
Artisan Value Fund, Investor Ticker:(ARTLX) Artisan Partners, LP 800-344-1770 Large-Cap Value Funds  
Wasatch Emerging Markets Small Cap Fund Ticker:(WAEMX) Wasatch Advisors, Inc. 800-551-1700 Emerging Markets Funds  
Fidelity Advisor High Income Advantage Fund, Institutional Ticker:(FAHCX) Fidelity Management & Research Company 877-208-0098 High Current Yield Funds  
Dreman Contrarian International Value Fund Ticker:(DRIVX) Dreman Value Management, LLC 800-247-1014 International Large-Cap Core Funds  
Natixis Loomis Sayles Global Equity & Income Fund, Y Ticker:(LSWWX) Loomis Sayles & Company, LP 800-225-5478 Global Flexible Portfolio Funds  
Allianz AGIC Ultra Micro Cap Fund, Institutional Ticker:(AUMIX) Allianz Global Investors 800-498-5413 Small-Cap Core Funds  
Huber Capital Equity Income Fund, Investor Ticker:(HULIX) Huber Capital Management, LLC 888-482-3726 Equity Income Funds  
Cavanal Hill Short-Term Income Fund, Institutional Ticker:(AISTX) Cavanal Hill Funds 800-762-7085 Short Investment-Grade Debt Funds  
Natixis Loomis Sayles Strategic Income Fund, Y Ticker:(NEZYX) Loomis, Sayles & Company, LP 800-225-5478 Multi-Sector Income Funds  
Putnam Global Income Trust, Y Ticker:(PGGYX) Putnam Investment Management, LLC 800-225-1581 Global Income Funds  
Delaware Focus Smid-Cap Growth Equity Portfolio Ticker:(DCGTX) Delaware Management Company 800-231-8002 Mid-Cap Growth Funds  
Oceanstone Fund Ticker:(OSFDX) Oceanstone Capital Management, Inc. 800-988-6290 Multi-Cap Value Funds  
Scout Mid Cap Fund Ticker:(UMBMX) Scout Investments 800-996-2862 Mid-Cap Core Funds  
Wells Fargo CoreBuilder Shares - Series M Ticker:(WFCMX) Wells Fargo Fund Management, LLC 800-368-0627 General Municipal Debt Funds  
Oppenheimer Global Fund, Y Ticker:(OGLYX) OppenheimerFunds, Inc. 800-225-5677 Global Large-Cap Core Funds  
Bruce Fund Ticker:(BRUFX) Bruce and Company, Inc. 800-872-7823 Flexible Portfolio Funds  
USAA Tax Exempt Intermediate-Term Fund Ticker:(USATX) USAA Investment Management Company 800-531-8722 Intermediate Municipal Debt Funds  
PIMCO Real Return Asset Fund, Institutional Ticker:(PRAIX) PIMCO 800-927-4648 Treasury Inflation-Protected Securities Funds  
AllianceBernstein Small Cap Growth Portfolio, I Ticker:(QUAIX) AllianceBernstein, LP 800-221-5672 Small-Cap Growth Funds  
MFS Diversified Income Fund, R4 Ticker:(DIFGX) MFS Investment Management 800-225-2606 Mixed-Asset Target Allocation Conservative Funds  
Flex-funds Quantex Fund Ticker:(FLCGX) Meeder Asset Management, Inc. 800-325-3539 Mid-Cap Value Funds  
Putnam U.S. Government Income Trust, Y Ticker:(PUSYX) Putnam Investment Management, LLC 800-225-1581 GNMA Funds  
Delaware Extended Duration Bond Fund, Institutional Ticker:(DEEIX) Delaware Management Company 800-523-1918 Corporate Debt BBB-Rated Funds  
Huber Capital Small Cap Value Fund, Investor Ticker:(HUSIX) Huber Capital Management, LLC 888-482-3726 Small-Cap Value Funds  
T. Rowe Price Retirement 2020 Fund Ticker:(TRRBX) T. Rowe Price Associates, Inc. 800-638-5660 Mixed-Asset Target 2020 Funds  
Calamos International Growth Fund, I Ticker:(CIGIX) Calamos Advisors, LLC 800-582-6959 International Multi-Cap Growth Funds  
Putnam Income Fund, Y Ticker:(PNCYX) Putnam Investment Management, LLC 800-225-1581 Corporate Debt A-Rated Funds  

Featured video

INTV

How advisers are helping clients battle the opioid crisis

Editor Fred Gabriel, contributing editor Elizabeth MacBride and reporter Greg Iacurci discuss the financial impact of the opioid epidemic on American families, and how advisers can help.

Latest news & opinion

Fiduciary advocates press CFP Board for specifics on standards changes

Meanwhile, few brokerages and their trade associations, which blasted the DOL's fiduciary rule in comment letters, are responding to the CFP Board's proposal.

Big gains attract new money to emerging markets, but should investors stay?

An estimated $6.7 billion has flowed into emerging-market stock funds and ETFs so far this year, according to Morningstar.

Attorney blasts Finra after regulator loses insider trading case

Lawyer says it was 'slimy' of Finra to publicize the case while it was still being litigated.

Will Jeffrey Gundlach's Trump-like approach on Twitter work in financial services?

The DoubleLine CEO's attacks on Wall Street Journal reporters is igniting a discussion on what's fair game on social media.

Fidelity wins arb case against wine mogul but earns a rebuke from Finra

In the case of investor Peter Deutsch, Fidelity doesn't have to pay any compensation, but regulator said firm put its interests ahead of his.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print