2014 Lipper Awards: Trophy winners

Mar 21, 2014 @ 12:01 am

Management Company NameToll-Free NumberLipper Classification NameFund NameTicker Symbol
Smead Capital Management, Inc.877-807-4122Large-Cap Core FundsSmead Value Fund, InstitutionalSMVMX
Gotham Asset Management, LLC877-974-6852Multi-Cap Core FundsFormula Investing US Value Select Fund, AFNSAX
Touchstone Advisors, Inc.800-543-0407Large-Cap Growth FundsTouchstone Sands Capital Institutional Growth FundCISGX
St. Denis J. Villere & Company, LLC866-209-1129Mixed-Asset Target Allocation Growth FundsVillere Balanced FundVILLX
ING Investments, LLC800-992-0180Core Bond FundsING Intermediate Bond Fund, WIIBWX
OppenheimerFunds, Inc.800-225-5677Core Plus Bond FundsOppenheimer Corporate Bond Fund, YOFIYX
Wells Fargo Funds Management, LLC800-222-8222Mixed-Asset Target Allocation Moderate FundsWells Fargo Advantage Index Asset Allocation Fund, AdministratorWFAIX
Dodge & Cox800-621-3979Large-Cap Value FundsDodge & Cox Stock FundDODGX
Thornburg Investment Management, Inc.800-847-0200Multi-Cap Growth FundsThornburg Core Growth Fund, R5THGRX
Artisan Partners, LP800-344-1770International Large-Cap Growth FundsArtisan International Fund, InstitutionalAPHIX
Nile Capital Management, LLC877-682-3742Emerging Markets FundsNile Pan Africa Fund, InstitutionalNAFIX
Huber Capital Management, LLC888-482-3726Equity Income FundsHuber Capital Equity Income Fund, InvestorHULIX
Waddell & Reed Investment Management Company888-923-3355High Yield FundsWaddell & Reed Advisors High Income Fund, YWYHIX
Artisan Partners, LP800-344-1770International Multi-Cap Core FundsArtisan International Value Fund, InstitutionalAPHKX
Pacific Global Investment Management Company800-282-6693Small-Cap Core FundsPacific Advisors Small Cap Value Fund, IPGISX
Columbia Funds800-345-6611Global Flexible Portfolio FundsColumbia Marsico Flexible Capital Fund, ICFCIX
First Investors Management Company, Inc.800-423-4026Mid-Cap Core FundsFirst Investors Opportunity Fund, AFIUSX
Lord, Abbett & Co, LLC888-522-2388Short Investment-Grade Debt FundsLord Abbett Short Duration Income Fund, ILLDYX
Eventide Asset Management, LLC877-771-3836Mid-Cap Growth FundsEventide Gilead Fund, IETILX
Thornburg Investment Management, Inc.800-847-0200International Multi-Cap Growth FundsThornburg International Growth Fund, InstitutionalTINGX
PIMCO887-877-4686Multi-Sector Income FundsPIMCO Income Fund, InstitutionalPIMIX
MassMutual Retirement Services888-309-3539International Large-Cap Core FundsMassMutual Select Overseas Fund, ZMOSZX
Buffalo Mutual Funds800-492-8332Small-Cap Growth FundsBuffalo Emerging Opportunities FundBUFOX
Guggenheim Investments800-820-0888Multi-Cap Value FundsRydex S&P 500 Pure Value Fund, HRYZAX
Putnam Investment Management, LLC800-225-1581Flexible Portfolio FundsPutnam Capital Spectrum Fund, YPVSYX
OppenheimerFunds, Inc.800-225-5677General & Insured Municipal Debt FundsOppenheimer Rochester AMT-Free Municipal Fund, YOMFYX
Highland Capital Management Fund Advisors, LP877-665-1287Loan Participation FundsHighland Floating Rate Opportunities Fund, ZHFRZX
American Funds800-421-4225Mixed-Asset Target 2020 FundsAmerican Funds 2020 Target Date Retirement Fund, R-6RRCTX
PIMCO800-927-4648International Income FundsPIMCO Foreign Bond Fund (US Dollar-Hedged), InstitutionalPFORX
BlackRock, Inc.800-441-7762Intermediate Municipal Debt FundsBlackRock Intermediate Municipal Fund, InstitutionalMAMTX
MFS Investment Management800-225-2606Global Large-Cap Core FundsMFS Global Equity Fund, IMWEIX
American Funds800-421-4225Mixed-Asset Target 2030 FundsAmerican Funds 2030 Target Date Retirement Fund, R-6RFETX
Federated Investors800-341-7400Mixed-Asset Target Allocation Conservative FundsFederated Capital Income Fund, FCAPFX
American Funds800-421-4225Mixed-Asset Target 2025 FundsAmerican Funds 2025 Target Date Retirement Fund, R-6RFDTX
Delaware Management Company800-523-1918Corporate Debt BBB-Rated FundsDelaware Extended Duration Bond Fund, InstitutionalDEEIX
Adams Asset Investors, LLC800-704-6072Small-Cap Value FundsSmall Cap Value Fund IncSCAPX
Hotchkis & Wiley Capital Management, LLC866-493-8637Mid-Cap Value FundsHotchkis & Wiley Mid-Cap Value Fund, IHWMIX


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