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

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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  

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