The full list of 2017 Lipper Fund Awards winners

An interactive list of all the funds to be honored, across all years of return and categories

Mar 23, 2017 @ 9:00 pm

By Ellie Zhu

The Thomson Reuters Lipper Fund Awards winners have been announced. Lipper measures the winners by their risk-adjusted returns over multiple periods. Award winners are rewarded for consistency over time, including the top 3-year, 5-year and 10-year funds, as well as trophy winners across 10 distinct categories.

We've collected the full list of funds honored by Lipper, presented below.

Use the interactive list to filter by years of return, and sort by fund category, fund company, ticker and fund name.

All 3 year 5 year
10 year Trophy winners
Fund Name Ticker Classification Company Category
AB Global Real Estate Investment Fund II, I ARIIX Global Real Estate Funds AllianceBernstein, LP 10
AB High Income Fund, A AGDAX High Yield Funds AllianceBernstein, LP 10
AllianzGI Convertible Fund, Institutional ANNPX Convertible Securities Funds Allianz Global Investors 10
PIMCO Fixed Income SHares Series R FXIRX Inflation-Protected Bond Funds Allianz Global Investors 10
Alpine Financial Services Fund, Institutional ADFSX Financial Services Funds Alpine Woods Capital Investors, LLC 10
Altegris Futures Evolution Strategy Fund, I EVOIX Alternative Managed Futures Funds Altegris Advisors, LLC 3
Altegris Futures Evolution Strategy Fund, I EVOIX Alternative Managed Futures Funds Altegris Advisors, LLC 5
American Beacon Small Cap Value Fund, Institutional AVFIX Small-Cap Value Funds American Beacon Advisors, Inc. 10
American Century NT Mid Cap Value Fund, R6 ACDSX Multi-Cap Value Funds American Century Investment Management, Inc. 3
American Century One Choice In Retirement Portfolio, R6 ARDTX Mixed-Asset Target Today Funds American Century Investment Management, Inc. 3
American Century One Choice In Retirement Portfolio, Institutional ATTIX Mixed-Asset Target Today Funds American Century Investment Management, Inc. 5
American Century NT Mid Cap Value Fund, Institutional ACLMX Multi-Cap Value Funds American Century Investment Management, Inc. 10
American Funds 2010 Target Date Retirement Fund, R-6 RFTTX Mixed-Asset Target 2010 Funds American Funds 3
American Funds 2015 Target Date Retirement Fund, R-6 RFJTX Mixed-Asset Target 2015 Funds American Funds 3
American Funds 2020 Target Date Retirement Fund, R-6 RRCTX Mixed-Asset Target 2020 Funds American Funds 3
American Funds 2025 Target Date Retirement Fund, R-6 RFDTX Mixed-Asset Target 2025 Funds American Funds 3
American Funds 2030 Target Date Retirement Fund, R-6 RFETX Mixed-Asset Target 2030 Funds American Funds 3
American Funds 2035 Target Date Retirement Fund, R-6 RFFTX Mixed-Asset Target 2035 Funds American Funds 3
American Funds 2040 Target Date Retirement Fund, R-6 RFGTX Mixed-Asset Target 2040 Funds American Funds 3
American Funds 2045 Target Date Retirement Fund, R-6 RFHTX Mixed-Asset Target 2045 Funds American Funds 3
American Funds 2050 Target Date Retirement Fund, R-6 RFITX Mixed-Asset Target 2050 Funds American Funds 3
American Funds 2055 Target Date Retirement Fund, R-6 RFKTX Mixed-Asset Target 2055+ Funds American Funds 3
American Funds 2010 Target Date Retirement Fund, R-6 RFTTX Mixed-Asset Target 2010 Funds American Funds 5
American Funds 2015 Target Date Retirement Fund, R-6 RFJTX Mixed-Asset Target 2015 Funds American Funds 5
American Funds 2020 Target Date Retirement Fund, R-6 RRCTX Mixed-Asset Target 2020 Funds American Funds 5
American Funds 2025 Target Date Retirement Fund, R-6 RFDTX Mixed-Asset Target 2025 Funds American Funds 5
American Funds 2030 Target Date Retirement Fund, R-6 RFETX Mixed-Asset Target 2030 Funds American Funds 5
American Funds 2035 Target Date Retirement Fund, R-6 RFFTX Mixed-Asset Target 2035 Funds American Funds 5
American Funds 2040 Target Date Retirement Fund, R-6 RFGTX Mixed-Asset Target 2040 Funds American Funds 5
American Funds 2045 Target Date Retirement Fund, R-6 RFHTX Mixed-Asset Target 2045 Funds American Funds 5
American Funds 2050 Target Date Retirement Fund, R-6 RFITX Mixed-Asset Target 2050 Funds American Funds 5
American Funds 2055 Target Date Retirement Fund, R-6 RFKTX Mixed-Asset Target 2055+ Funds American Funds 5
American Funds EuroPacific Growth Fund, R-6 RERGX International Large-Cap Growth Funds American Funds 5
American Funds New Perspective Fund, R-6 RNPGX Global Large-Cap Growth Funds American Funds 5
American Funds New Perspective Fund, R-5 RNPFX Global Large-Cap Growth Funds American Funds 10
American Funds SMALLCAP World Fund, R-5 RSLFX Global Small-/Mid-Cap Funds American Funds 10
AMG Managers Cadence Emerging Companies Fund, I MECIX Small-Cap Growth Funds AMG Funds, LLC 3
AQR Long-Short Equity Fund, I QLEIX Alternative Long/Short Equity Funds AQR Capital Management, LLC 3
AQR Multi-Strategy Alternative Fund, I ASAIX Alternative Multi-Strategy Funds AQR Capital Management, LLC 3
BlackRock New York Municipal Opportunities Fund, Institutional MANKX New York Municipal Debt Funds BlackRock, Inc. 5
BlackRock Strategic Municipal Opportunities Fund, Institutional MAMTX Intermediate Municipal Debt Funds BlackRock, Inc. 5
BlackRock Total Return Fund, K MPHQX Core Bond Funds BlackRock, Inc. 5
BlackRock Strategic Municipal Opportunities Fund, Institutional MAMTX Intermediate Municipal Debt Funds BlackRock, Inc. 10
BMO TCH Intermediate Income Fund, I MIBIX Short-Intermediate Investment-Grade Debt Funds BMO Asset Management Corporation 3
Boston Partners Long/Short Equity Fund, Institutional BPLSX Alternative Long/Short Equity Funds Boston Partners 10
Brandes Global Equity Fund, I BGVIX Global Large-Cap Value Funds Brandes Investment Partners, LP 5
Brookfield Global Listed Real Estate Fund, Y BLRYX Global Real Estate Funds Brookfield Investment Management, Inc. 5
Calvert Global Water Fund, Y CFWYX Global Natural Resources Funds Calvert Investments, Inc. 5
Calvert Ultra-Short Income Fund, A CULAX Ultra-Short Obligation Funds Calvert Investments, Inc. 10
Steward Global Equity Income Fund, Institutional SGISX Global Equity Income Funds Capstone Asset Management Company 5
Catalyst Dynamic Alpha Fund, A CPEAX Multi-Cap Growth Funds Catalyst Funds 3
Cavanal Hill Opportunistic Fund, Institutional AIOPX Absolute Return Funds Cavanal Hill Funds 5
Laudus Mondrian International Equity Fund, Institutional LIEIX International Large-Cap Value Funds Charles Schwab Investment Management, Inc. 3
Schwab Fundamental International Small Company Index Fund SFILX International Small/Mid-Cap Core Funds Charles Schwab Investment Management, Inc. 3
Laudus Mondrian International Equity Fund, Institutional LIEIX International Large-Cap Value Funds Charles Schwab Investment Management, Inc. 5
Schwab Laudus International MarketMasters Fund, Select SWMIX International Multi-Cap Growth Funds Charles Schwab Investment Management, Inc. 10
Clipper Fund CFIMX Large-Cap Core Funds Clipper Funds 3
Cohen & Steers Preferred Securities & Income Fund, I CPXIX Flexible Income Funds Cohen & Steers Capital Management, Inc. 3
Cohen & Steers Real Estate Securities Fund, I CSDIX Real Estate Funds Cohen & Steers Capital Management, Inc. 3
Cohen & Steers Preferred Securities & Income Fund, I CPXIX Flexible Income Funds Cohen & Steers Capital Management, Inc. 5
Cohen & Steers Real Estate Securities Fund, I CSDIX Real Estate Funds Cohen & Steers Capital Management, Inc. 5
Cohen & Steers Real Estate Securities Fund, I CSDIX Real Estate Funds Cohen & Steers Capital Management, Inc. 10
Columbia Absolute Return Currency & Income Fund, I RVAIX Absolute Return Funds Columbia Funds 3
Columbia AMT-Free California Intermediate Muni Bond Fund, Z NCMAX California Intermediate Municipal Debt Funds Columbia Funds 10
Columbia Global Dividend Opportunity Fund, Z CSVFX Global Equity Income Funds Columbia Funds 10
Columbia Greater China Fund, Z LNGZX China Region Funds Columbia Funds 10
Columbia Select Large-Cap Value Fund, R5 SLVIX Large-Cap Value Funds Columbia Funds 10
Delaware Diversified Floating Rate Fund, I DDFLX Ultra-Short Obligation Funds Delaware Management Company 5
Delaware Extended Duration Bond Fund, Institutional DEEIX Corporate Debt BBB-Rated Funds Delaware Management Company 10
Delaware National High-Yield Municipal Bond Fund, A CXHYX High Yield Municipal Debt Funds Delaware Management Company 10
Delaware Tax-Free New York Fund, A FTNYX New York Municipal Debt Funds Delaware Management Company 10
Deutsche Enhanced Commodity Strategy Fund, Institutional SKIRX Commodities General Funds Deutsche Asset & Wealth Management 5
DFA Continental Small Company Portfolio, Institutional DFCSX European Region Funds Dimensional Fund Advisors, LP 3
DFA Global Real Estate Securities Portfolio DFGEX Global Real Estate Funds Dimensional Fund Advisors, LP 3
DFA LTIP Portfolio, Institutional DRXIX Inflation-Protected Bond Funds Dimensional Fund Advisors, LP 3
DFA Continental Small Company Portfolio, Institutional DFCSX European Region Funds Dimensional Fund Advisors, LP 5
DFA Global Equity Portfolio, Institutional DGEIX Global Multi-Cap Core Funds Dimensional Fund Advisors, LP 10
DFA Intermediate Government Fixed Income Portfolio, Institutional DFIGX Intermediate U.S. Government Funds Dimensional Fund Advisors, LP 10
Dodge & Cox Stock Fund DODGX Large-Cap Value Funds Dodge & Cox 5
DoubleLine Shiller Enhanced CAPE, I DSEEX Large-Cap Value Funds DoubleLine Funds 3
BNY Mellon New York Intermediate Tax-Exempt Bond Fund, M MNYMX New York Intermediate Municipal Debt Funds Dreyfus Corporation 10
DuPont Capital Emerging Markets Debt Fund, I DCDEX Emerging Markets Hard Currency Debt Funds DuPont Capital Management Corporation 3
Dupree Intermediate Government Bond Series DPIGX Intermediate U.S. Government Funds Dupree & Company, Inc. 3
Dupree Intermediate Government Bond Series DPIGX Intermediate U.S. Government Funds Dupree & Company, Inc. 5
Eaton Vance Emerging Markets Debt Opportunities Fund, R6 EELDX Emerging Markets Local Currency Debt Funds Eaton Vance Management 3
Eaton Vance Hexavest Global Equity Fund, I EHGIX Global Large-Cap Value Funds Eaton Vance Management 3
Eaton Vance Short Duration Government Income Fund, I EILDX Short U.S. Government Funds Eaton Vance Management 3
Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond Fund, I EILTX Intermediate Municipal Debt Funds Eaton Vance Management 3
Eaton Vance Emerging Markets Local Income Fund, I EEIIX Emerging Markets Local Currency Debt Funds Eaton Vance Management 5
Eaton Vance Short Duration Government Income Fund, I EILDX Short U.S. Government Funds Eaton Vance Management 5
Fidelity Advisor Semiconductors Fund, I FELIX Science & Technology Funds Fidelity Management & Research Company 3
Fidelity Income Replacement 2042 Fund FIXRX Retirement Income Funds Fidelity Management & Research Company 3
Fidelity Pacific Basin Fund FPBFX Pacific Region Funds Fidelity Management & Research Company 3
Fidelity Select Defense and Aerospace Portfolio FSDAX Industrials Funds Fidelity Management & Research Company 3
Fidelity Series Intrinsic Opportunistic Fund, F FGLLX Global Multi-Cap Value Funds Fidelity Management & Research Company 3
Fidelity Advisor International Real Estate Fund, I FIRIX International Real Estate Funds Fidelity Management & Research Company 5
Fidelity Income Replacement 2042 Fund FIXRX Retirement Income Funds Fidelity Management & Research Company 5
Fidelity Overseas Fund, K FOSKX International Multi-Cap Growth Funds Fidelity Management & Research Company 5
Fidelity Pacific Basin Fund FPBFX Pacific Region Funds Fidelity Management & Research Company 5
Fidelity Real Estate High Income Fund General Bond Funds Fidelity Management & Research Company 5
Fidelity Select Defense and Aerospace Portfolio FSDAX Industrials Funds Fidelity Management & Research Company 5
Fidelity Select Semiconductors Portfolio FSELX Science & Technology Funds Fidelity Management & Research Company 5
Fidelity Intermediate Government Income Fund FSTGX Short-Intermediate U.S. Government Funds Fidelity Management & Research Company 10
Fidelity OTC Portfolio FOCPX Multi-Cap Growth Funds Fidelity Management & Research Company 10
FPA Crescent Fund FPACX Flexible Portfolio Funds First Pacific Advisors, LLC 10
Franklin California Intermediate-Term Tax-Free Income Fund, Advisor FRCZX California Intermediate Municipal Debt Funds Franklin Templeton Investments 3
Franklin New York Intermediate-Term Tax-Free Income Fund, Advisor FNYZX New York Intermediate Municipal Debt Funds Franklin Templeton Investments 5
Gateway Fund, Y GTEYX Alternative Equity Market Neutral Funds Gateway Investment Advisers, LLC 5
GMO Emerging Country Debt Fund, IV GMDFX Emerging Markets Hard Currency Debt Funds Grantham Mayo Van Otterloo & Company, LLC 5
GMO Foreign Small Companies Fund, III GMFSX International Small/Mid-Cap Core Funds Grantham Mayo Van Otterloo & Company, LLC 10
GMO Strategic Opportunities Allocation Fund, III GBATX Alternative Global Macro Funds Grantham Mayo Van Otterloo & Company, LLC 10
Guggenheim Macro Opportunities Fund, Institutional GIOIX Alternative Credit Focus Funds Guggenheim Investments 3
Guggenheim Alpha Opportunity Fund, Institutional SAOIX Alternative Long/Short Equity Funds Guggenheim Investments 5
Guggenheim Macro Opportunities Fund, Institutional GIOIX Alternative Credit Focus Funds Guggenheim Investments 5
GuideStone Defensive Market Strategies Fund, Institutional GDMYX Flexible Portfolio Funds GuideStone Funds Trust 3
GuideStone Defensive Market Strategies Fund, Institutional GDMYX Flexible Portfolio Funds GuideStone Funds Trust 5
Great-West Aggressive Profile II Fund, Initial MXAPX Mixed-Asset Target Allocation Aggressive Growth Funds GW Capital Management, LLC 3
Great-West Aggressive Profile II Fund, Initial MXAPX Mixed-Asset Target Allocation Aggressive Growth Funds GW Capital Management, LLC 5
Great-West Aggressive Profile II Fund, Initial MXAPX Mixed-Asset Target Allocation Aggressive Growth Funds GW Capital Management, LLC 10
Harbor Mid Cap Value Fund, Institutional HAMVX Mid-Cap Value Funds Harbor Capital Advisors, Inc. 5
Harding Loevner International Equity Portfolio, Institutional HLMIX International Large-Cap Growth Funds Harding Loevner, LP 3
Harding Loevner International Equity Portfolio, Institutional HLMIX International Large-Cap Growth Funds Harding Loevner, LP 10
Hartford International Value Fund, Y HILYX International Multi-Cap Value Funds Hartford Funds 3
Hartford International Value Fund, Y HILYX International Multi-Cap Value Funds Hartford Funds 5
Hartford Balanced Income Fund, Y HBLYX Mixed-Asset Target Allocation Moderate Funds Hartford Funds 10
Hennessy Gas Utility Fund, Investor GASFX Utility Funds Hennessy Funds 10
Hood River Small-Cap Growth Fund, Institutional HRSMX Small-Cap Growth Funds Hood River Capital Management, LLC 5
HSBC Frontier Markets Fund, I HSFIX Emerging Markets Funds HSBC Global Asset Management (USA), Inc. 5
Invesco Dividend Income Fund, R6 IFUTX Equity Income Funds Invesco Funds 3
Invesco European Small Company Fund, A ESMAX European Region Funds Invesco Funds 10
Iron Strategic Income Fund, Institutional IFUNX Alternative Credit Focus Funds Iron Financial, LLC 10
Ivy International Core Equity Fund, I ICEIX International Large-Cap Core Funds Ivy Investment Management Company 3
Ivy International Core Equity Fund, I ICEIX International Large-Cap Core Funds Ivy Investment Management Company 5
Ivy International Core Equity Fund, Y IVVYX International Large-Cap Core Funds Ivy Investment Management Company 10
Janus Real Return Fund, I JURIX Inflation-Protected Bond Funds Janus Capital Management, LLC 5
Janus Global Research Fund, D JANWX Global Multi-Cap Growth Funds Janus Capital Management, LLC 10
John Hancock Fundamental Global Franchise Fund, NAV Global Large-Cap Growth Funds John Hancock Group 3
John Hancock International Value Fund, NAV JHVIX International Multi-Cap Value Funds John Hancock Group 10
KEELEY Mid Cap Dividend Value Fund, I KMDIX Equity Income Funds Keeley Asset Management Corporation 5
Lazard Global Listed Infrastructure Portfolio, Institutional GLIFX Global Infrastructure Funds Lazard Asset Management, LLC 3
Lazard Global Listed Infrastructure Portfolio, Institutional GLIFX Global Infrastructure Funds Lazard Asset Management, LLC 5
QS Global Dividend Fund, IS LDIFX Global Equity Income Funds Legg Mason 3
QS International Dividend Fund, IS LDIVX International Equity Income Funds Legg Mason 3
Western Asset Core Bond Fund, IS WACSX Core Bond Funds Legg Mason 3
ClearBridge Large Cap Growth Fund, I SBLYX Large-Cap Growth Funds Legg Mason 5
EnTrustPermal Alternative Core Fund, IS LPTSX Alternative Multi-Strategy Funds Legg Mason 5
Leuthold Grizzly Short Fund GRZZX Dedicated Short-Bias Funds Leuthold Weeden Capital Management, LLC 10
LoCorr Long/Short Commodities Strategy Fund, I LCSIX Commodities General Funds LoCorr Fund Management, LLC 3
Natixis Loomis Sayles Senior Floating Rate and Fixed Income Fund, Y LSFYX Loan Participation Funds Loomis Sayles & Company, LP 3
Natixis Loomis Sayles Limited Term Government and Agency Fund, Y NELYX Short-Intermediate U.S. Government Funds Loomis Sayles & Company, LP 5
Natixis Loomis Sayles Senior Floating Rate and Fixed Income Fund, Y LSFYX Loan Participation Funds Loomis Sayles & Company, LP 5
Natixis Loomis Sayles Core Plus Bond Fund, Y NERYX Core Plus Bond Funds Loomis Sayles & Company, LP 10
Lord Abbett High Yield Fund, I LAHYX High Yield Funds Lord Abbett & Company, LLC 3
Lord Abbett High Yield Fund, I LAHYX High Yield Funds Lord Abbett & Company, LLC 5
Lord Abbett New Jersey Tax Free Fund, I LINJX New Jersey Municipal Debt Funds Lord Abbett & Company, LLC 5
Lord Abbett Short Duration Income Fund, I LLDYX Short Investment-Grade Debt Funds Lord Abbett & Company, LLC 5
Lord Abbett Bond-Debenture Fund, I LBNYX Multi-Sector Income Funds Lord Abbett & Company, LLC 10
Lord Abbett Short Duration Income Fund, I LLDYX Short Investment-Grade Debt Funds Lord Abbett & Company, LLC 10
MainStay Convertible Fund, I MCNVX Convertible Securities Funds MainStay Funds 3
MainStay Convertible Fund, I MCNVX Convertible Securities Funds MainStay Funds 5
Matthews Emerging Asia Fund, Institutional MIASX Emerging Markets Funds Matthews International Capital Management, LLC 3
Matthews Pacific Tiger Fund, Institutional MIPTX Pacific Ex-Japan Funds Matthews International Capital Management, LLC 3
Matthews China Dividend Fund, Institutional MICDX China Region Funds Matthews International Capital Management, LLC 5
Matthews Pacific Tiger Fund, Institutional MIPTX Pacific Ex-Japan Funds Matthews International Capital Management, LLC 5
Matthews Asia Growth Fund, Investor MPACX Pacific Region Funds Matthews International Capital Management, LLC 10
Meeder Quantex Fund, Retail FLCGX Mid-Cap Value Funds Meeder Asset Management, Inc. 10
MFS Lifetime Income Fund, I MLLIX Mixed-Asset Target Today Funds MFS Investment Management 10
Morgan Stanley Institutional Core Plus Fixed Income Portfolio, I MPFIX Core Plus Bond Funds Morgan Stanley Investment Management, Inc. 3
Morgan Stanley Institutional Corporate Bond Portfolio, I MPFDX Corporate Debt BBB-Rated Funds Morgan Stanley Investment Management, Inc. 3
Morgan Stanley Institutional Global Discovery Portfolio, I MLDIX Global Small-/Mid-Cap Funds Morgan Stanley Investment Management, Inc. 3
Morgan Stanley Institutional International Opportunity Portfolio, I MNOPX International Multi-Cap Growth Funds Morgan Stanley Investment Management, Inc. 3
Morgan Stanley Institutional Short Duration Income Portfolio, I MPLDX Short Investment-Grade Debt Funds Morgan Stanley Investment Management, Inc. 3
Morgan Stanley Mortgage Securities Trust, I MTGDX U.S. Mortgage Funds Morgan Stanley Investment Management, Inc. 3
Morgan Stanley Institutional Core Plus Fixed Income Portfolio, I MPFIX Core Plus Bond Funds Morgan Stanley Investment Management, Inc. 5
Morgan Stanley Institutional Corporate Bond Portfolio, I MPFDX Corporate Debt BBB-Rated Funds Morgan Stanley Investment Management, Inc. 5
Morgan Stanley Institutional Global Discovery Portfolio, I MLDIX Global Small-/Mid-Cap Funds Morgan Stanley Investment Management, Inc. 5
Morgan Stanley Mortgage Securities Trust, I MTGDX U.S. Mortgage Funds Morgan Stanley Investment Management, Inc. 5
Morgan Stanley US Government Securities Trust, I USGDX General U.S. Government Funds Morgan Stanley Investment Management, Inc. 5
Neuberger Berman Greater China Equity Fund, Institutional NCEIX China Region Funds Neuberger Berman Management, LLC 3
Neuberger Berman New York Municipal Income Fund, Institutional NMIIX New York Intermediate Municipal Debt Funds Neuberger Berman Management, LLC 3
Nuveen California High Yield Municipal Bond Fund, I NCHRX California Municipal Debt Funds Nuveen Fund Advisors, LLC 3
Nuveen California High Yield Municipal Bond Fund, I NCHRX California Municipal Debt Funds Nuveen Fund Advisors, LLC 5
Nuveen High Yield Municipal Bond Fund, I NHMRX High Yield Municipal Debt Funds Nuveen Fund Advisors, LLC 5
Nuveen Massachusetts Municipal Bond Fund, I NBMAX Massachusetts Municipal Debt Funds Nuveen Fund Advisors, LLC 5
Nuveen All-American Municipal Bond Fund, I FAARX General & Insured Municipal Debt Funds Nuveen Fund Advisors, LLC 10
Nuveen California Municipal Bond Fund, I NCSPX California Municipal Debt Funds Nuveen Fund Advisors, LLC 10
Nuveen Massachusetts Municipal Bond Fund, I NBMAX Massachusetts Municipal Debt Funds Nuveen Fund Advisors, LLC 10
Nuveen Minnesota Municipal Bond Fund, I FYMNX Minnesota Municipal Debt Funds Nuveen Fund Advisors, LLC 10
Nuveen New Jersey Municipal Bond Fund, I NMNJX New Jersey Municipal Debt Funds Nuveen Fund Advisors, LLC 10
Nuveen Pennsylvania Municipal Bond Fund, I NBPAX Pennsylvania Municipal Debt Funds Nuveen Fund Advisors, LLC 10
Nuveen Tradewinds Value Opportunities Fund, I NVORX Global Multi-Cap Value Funds Nuveen Fund Advisors, LLC 10
Nuveen Virginia Municipal Bond Fund, I NMVAX Virginia Municipal Debt Funds Nuveen Fund Advisors, LLC 10
Red Oak Technology Select Fund ROGSX Science & Technology Funds Oak Associates, Ltd. 10
Oppenheimer International Small-Mid Company Fund, I OSCIX International Small/Mid-Cap Growth Funds OppenheimerFunds, Inc. 3
Oppenheimer Rochester AMT-Free Municipal Fund, Y OMFYX General & Insured Municipal Debt Funds OppenheimerFunds, Inc. 3
Oppenheimer Rochester AMT-Free New York Municipals, Y ONYYX New York Municipal Debt Funds OppenheimerFunds, Inc. 3
Oppenheimer Rochester High Yield Municipal Fund, Y ORNYX High Yield Municipal Debt Funds OppenheimerFunds, Inc. 3
Oppenheimer Rochester Limited Term Municipal Fund, Y OPIYX Short-Intermediate Municipal Debt Funds OppenheimerFunds, Inc. 3
Oppenheimer Rochester Maryland Municipal Fund, Y ORYYX Maryland Municipal Debt Funds OppenheimerFunds, Inc. 3
Oppenheimer Rochester Massachusetts Municipal Fund, A ORMAX Massachusetts Municipal Debt Funds OppenheimerFunds, Inc. 3
Oppenheimer Rochester Minnesota Municipal Fund, Y OPYMX Minnesota Municipal Debt Funds OppenheimerFunds, Inc. 3
Oppenheimer Rochester New Jersey Municipal Fund, Y ONJYX New Jersey Municipal Debt Funds OppenheimerFunds, Inc. 3
Oppenheimer Rochester Ohio Municipal Fund, Y OROYX Ohio Municipal Debt Funds OppenheimerFunds, Inc. 3
Oppenheimer Rochester Pennsylvania Municipal Fund, Y OPAYX Pennsylvania Municipal Debt Funds OppenheimerFunds, Inc. 3
Oppenheimer Rochester Short Term Municipal Fund, Y ORSYX Short Municipal Debt Funds OppenheimerFunds, Inc. 3
Oppenheimer Rochester Virginia Municipal Fund, A ORVAX Virginia Municipal Debt Funds OppenheimerFunds, Inc. 3
Oppenheimer International Small-Mid Company Fund, Y OSMYX International Small/Mid-Cap Growth Funds OppenheimerFunds, Inc. 5
Oppenheimer Rochester AMT-Free Municipal Fund, Y OMFYX General & Insured Municipal Debt Funds OppenheimerFunds, Inc. 5
Oppenheimer Rochester Minnesota Municipal Fund, Y OPYMX Minnesota Municipal Debt Funds OppenheimerFunds, Inc. 5
Oppenheimer Rochester Ohio Municipal Fund, Y OROYX Ohio Municipal Debt Funds OppenheimerFunds, Inc. 5
Oppenheimer Rochester Pennsylvania Municipal Fund, Y OPAYX Pennsylvania Municipal Debt Funds OppenheimerFunds, Inc. 5
Oppenheimer Rochester Short Term Municipal Fund, Y ORSYX Short Municipal Debt Funds OppenheimerFunds, Inc. 5
Oppenheimer Developing Markets Fund, Y ODVYX Emerging Markets Funds OppenheimerFunds, Inc. 10
Oppenheimer Senior Floating Rate Fund, Y OOSYX Loan Participation Funds OppenheimerFunds, Inc. 10
PF Small-Cap Value Fund, P Small-Cap Value Funds Pacific Life Insurance Company 3
Parnassus Endeavor Fund PARWX Multi-Cap Core Funds Parnassus Investments 3
Parnassus Endeavor Fund PARWX Multi-Cap Core Funds Parnassus Investments 5
Parnassus Core Equity Fund, Institutional PRILX Equity Income Funds Parnassus Investments 10
Parnassus Endeavor Fund PARWX Multi-Cap Core Funds Parnassus Investments 10
Pear Tree Polaris Foreign Value Small Cap Fund, Institutional QUSIX International Small/Mid-Cap Core Funds Pear Tree Advisors, Inc. 5
PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional PFORX International Income Funds PIMCO 3
PIMCO Global Bond Fund (US Dollar-Hedged), Institutional PGBIX Global Income Funds PIMCO 3
PIMCO Income Fund, Institutional PIMIX Multi-Sector Income Funds PIMCO 3
PIMCO Long-Term Credit Fund, Institutional PTCIX General Bond Funds PIMCO 3
PIMCO Short-Term Fund, Institutional PTSHX Ultra-Short Obligation Funds PIMCO 3
PIMCO StocksPLUS International Fund (US Dollar-Hedged), Institutional PISIX International Multi-Cap Core Funds PIMCO 3
PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional PFORX International Income Funds PIMCO 5
PIMCO Global Bond Fund (US Dollar-Hedged), Institutional PGBIX Global Income Funds PIMCO 5
PIMCO Income Fund, Institutional PIMIX Multi-Sector Income Funds PIMCO 5
PIMCO StocksPLUS International Fund (US Dollar-Hedged), Institutional PISIX International Multi-Cap Core Funds PIMCO 5
PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional PFORX International Income Funds PIMCO 10
PIMCO Global Bond Fund (US Dollar-Hedged), Institutional PGBIX Global Income Funds PIMCO 10
PIMCO GNMA Fund, Institutional PDMIX GNMA Funds PIMCO 10
PIMCO Long-Term US Government Fund, Institutional PGOVX General U.S. Government Funds PIMCO 10
PIMCO StocksPLUS International Fund (US Dollar-Hedged), Institutional PISIX International Multi-Cap Core Funds PIMCO 10
PIMCO StocksPLUS Small Fund, Institutional PSCSX Small-Cap Core Funds PIMCO 10
Polaris Global Value Fund PGVFX Global Multi-Cap Value Funds Polaris Capital Management, LLC 5
Poplar Forest Partners Fund, Institutional IPFPX Multi-Cap Value Funds Poplar Forest Capital, LLC 5
PRIMECAP Odyssey Aggressive Growth Fund POAGX Mid-Cap Growth Funds PRIMECAP Management Company 3
PRIMECAP Odyssey Aggressive Growth Fund POAGX Mid-Cap Growth Funds PRIMECAP Management Company 5
Vanguard Capital Opportunity Fund, Admiral VHCAX Multi-Cap Growth Funds PRIMECAP Management Company 5
Vanguard PRIMECAP Fund, Admiral VPMAX Large-Cap Core Funds PRIMECAP Management Company 5
Vanguard PRIMECAP Fund, Admiral VPMAX Large-Cap Core Funds PRIMECAP Management Company 10
ProFunds Short Oil & Gas ProFund, Investor SNPIX Dedicated Short-Bias Funds ProFunds Group 3
ProFunds Short Oil & Gas ProFund, Investor SNPIX Dedicated Short-Bias Funds ProFunds Group 5
Prudential Jennison Utility Fund, Z PRUZX Utility Funds Prudential Investments 5
RidgeWorth Seix Short-Term Municipal Bond Fund, I CMDTX Short Municipal Debt Funds RidgeWorth Funds 10
RMB Mendon Financial Services Fund, A RMBKX Financial Services Funds RMB Capital Management 3
RMB Mendon Financial Services Fund, A RMBKX Financial Services Funds RMB Capital Management 5
Scout Mid Cap Fund UMBMX Mid-Cap Core Funds Scout Investments, Inc. 10
SEI Institutional Investments Trust Dynamic Asset Allocation Fund, A SDLAX Alternative Global Macro Funds SEI Group 3
SEI Institutional Managed Global Managed Volatility Fund, A SVTAX Global Multi-Cap Core Funds SEI Group 3
SEI Institutional Investments Trust Dynamic Asset Allocation Fund, A SDLAX Alternative Global Macro Funds SEI Group 5
Shelton NASDAQ-100 Index Fund, Direct NASDX Large-Cap Growth Funds Shelton Capital Management 3
Shelton S&P SmallCap Index Fund, K SMLKX Small-Cap Core Funds Shelton Capital Management 3
Shelton S&P SmallCap Index Fund, K SMLKX Small-Cap Core Funds Shelton Capital Management 5
Shelton NASDAQ-100 Index Fund, Direct NASDX Large-Cap Growth Funds Shelton Capital Management 10
SilverPepper Merger Arbitrage Fund, Institutional SPAIX Alternative Event Driven Funds SilverPepper, LLC 3
T. Rowe Price Health Sciences Fund PRHSX Health/Biotechnology Funds T. Rowe Price Associates, Inc. 3
T. Rowe Price New Era Fund PRNEX Global Natural Resources Funds T. Rowe Price Associates, Inc. 3
T. Rowe Price Health Sciences Fund PRHSX Health/Biotechnology Funds T. Rowe Price Associates, Inc. 5
T. Rowe Price Maryland Tax-Free Bond Fund MDXBX Maryland Municipal Debt Funds T. Rowe Price Associates, Inc. 5
T. Rowe Price Capital Appreciation Fund PRWCX Mixed-Asset Target Allocation Growth Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price Health Sciences Fund PRHSX Health/Biotechnology Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price Institutional Mid-Cap Equity Growth Fund PMEGX Mid-Cap Growth Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price Maryland Tax-Free Bond Fund MDXBX Maryland Municipal Debt Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price New Horizons Fund PRNHX Small-Cap Growth Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price Retirement 2010 Fund TRRAX Mixed-Asset Target 2010 Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price Retirement 2020 Fund TRRBX Mixed-Asset Target 2020 Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price Retirement 2030 Fund TRRCX Mixed-Asset Target 2030 Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price Retirement 2040 Fund TRRDX Mixed-Asset Target 2040 Funds T. Rowe Price Associates, Inc. 10
TCW Core Fixed Income Fund, I TGCFX Core Bond Funds TCW Investment Management Company 10
TCW Emerging Markets Income Fund, I TGEIX Emerging Markets Hard Currency Debt Funds TCW Investment Management Company 10
TCW Total Return Bond Fund, I TGLMX U.S. Mortgage Funds TCW Investment Management Company 10
Thompson Bond Fund THOPX Short-Intermediate Investment-Grade Debt Funds Thompson Investment Management, Inc. 10
Thornburg Limited Term US Government Fund, Institutional LTUIX Short-Intermediate U.S. Government Funds Thornburg Investment Management, Inc. 3
Thornburg Limited Term Municipal Fund, Institutional LTMIX Short-Intermediate Municipal Debt Funds Thornburg Investment Management, Inc. 10
Thrivent Large Cap Stock Fund, S IILGX Global Large-Cap Core Funds Thrivent Mutual Funds 3
Thrivent Mid Cap Stock Fund, S TMSIX Mid-Cap Core Funds Thrivent Mutual Funds 3
Thrivent Large Cap Stock Fund, S IILGX Global Large-Cap Core Funds Thrivent Mutual Funds 5
Thrivent Mid Cap Stock Fund, S TMSIX Mid-Cap Core Funds Thrivent Mutual Funds 5
Tortoise MLP & Pipeline Fund, Institutional TORIX Energy MLP Funds Tortoise Capital Advisors, LLC 3
Tortoise Select Opportunity Fund, Institutional TOPIX Natural Resources Funds Tortoise Capital Advisors, LLC 3
Towle Deep Value Fund TDVFX Small-Cap Value Funds Towle & Co. 5
US Global Investors Gold & Precious Metals Fund USERX Precious Metals Equity Funds US Global Investors Funds 3
US Global Investors Gold & Precious Metals Fund USERX Precious Metals Equity Funds US Global Investors Funds 5
USAA Capital Growth Fund USCGX Global Multi-Cap Core Funds USAA Asset Management Company 5
USAA Virginia Bond Fund, Fund USVAX Virginia Municipal Debt Funds USAA Asset Management Company 5
VanEck Global Hard Assets Fund, I GHAIX Global Natural Resources Funds Van Eck Associates Corporation 10
VanEck International Investors Gold Fund, I INIIX Precious Metals Equity Funds Van Eck Associates Corporation 10
Vanguard Extended Duration Treasury Index Fund, Institutional Plus VEDIX General U.S. Treasury Funds Vanguard Group, Inc. 3
Vanguard Long-Term Government Bond Index Fund, Institutional VLGIX General U.S. Government Funds Vanguard Group, Inc. 3
Vanguard Long-Term Investment-Grade Fund, Admiral VWETX Corporate Debt A-Rated Funds Vanguard Group, Inc. 3
Vanguard Utilities Index Fund, Admiral VUIAX Utility Funds Vanguard Group, Inc. 3
Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral VCADX California Intermediate Municipal Debt Funds Vanguard Group, Inc. 5
Vanguard Long-Term Investment-Grade Fund, Admiral VWETX Corporate Debt A-Rated Funds Vanguard Group, Inc. 5
Vanguard Long-Term Treasury Fund, Admiral VUSUX General U.S. Treasury Funds Vanguard Group, Inc. 5
Vanguard Long-Term Investment-Grade Fund, Admiral VWETX Corporate Debt A-Rated Funds Vanguard Group, Inc. 10
Vanguard Long-Term Treasury Fund, Admiral VUSUX General U.S. Treasury Funds Vanguard Group, Inc. 10
Vanguard Ohio Long-Term Tax-Exempt Fund, Investor VOHIX Ohio Municipal Debt Funds Vanguard Group, Inc. 10
Vanguard Wellesley Income Fund, Admiral VWIAX Mixed-Asset Target Allocation Conservative Funds Vanguard Group, Inc. 10
Victory RS Global Fund, R RGGKX Global Multi-Cap Growth Funds Victory Capital Management, Inc. 3
Victory RS Global Fund, R RGGKX Global Multi-Cap Growth Funds Victory Capital Management, Inc. 5
Virtus International Real Estate Securities Fund, I PXRIX International Real Estate Funds Virtus Investment Partners, Inc. 3
Virtus Multi-Sector Short Term Bond Fund, I PIMSX Short-Intermediate Investment-Grade Debt Funds Virtus Investment Partners, Inc. 5
Voya GNMA Income Fund, I LEINX GNMA Funds Voya Investments, LLC 5
Waddell & Reed Advisors Energy Fund, Y WEGYX Natural Resources Funds Waddell & Reed Investment Management Company 5
Waddell & Reed Advisors Energy Fund, Y WEGYX Natural Resources Funds Waddell & Reed Investment Management Company 10
Wasatch International Growth Fund, Investor WAIGX International Small/Mid-Cap Growth Funds Wasatch Advisors, Inc. 10
Vanguard GNMA Fund, Admiral VFIJX GNMA Funds Wellington Management Company, LLP 3
Wells Fargo Advantage Index Asset Allocation Fund, Administrator WFAIX Mixed-Asset Target Allocation Moderate Funds Wells Fargo Funds Management, LLC 3
Wells Fargo Diversified Capital Builder Fund, I EKBYX Mixed-Asset Target Allocation Growth Funds Wells Fargo Funds Management, LLC 3
Wells Fargo Diversified Income Builder Fund, Institutional EKSYX Mixed-Asset Target Allocation Conservative Funds Wells Fargo Funds Management, LLC 3
Wells Fargo Advantage Index Asset Allocation Fund, Administrator WFAIX Mixed-Asset Target Allocation Moderate Funds Wells Fargo Funds Management, LLC 5
Wells Fargo Diversified Capital Builder Fund, I EKBYX Mixed-Asset Target Allocation Growth Funds Wells Fargo Funds Management, LLC 5
Wells Fargo Diversified Income Builder Fund, Institutional EKSYX Mixed-Asset Target Allocation Conservative Funds Wells Fargo Funds Management, LLC 5
Wells Fargo Strategic Municipal Bond Fund, Administrator VMPYX Short-Intermediate Municipal Debt Funds Wells Fargo Funds Management, LLC 5
Wells Fargo Short Duration Government Bond Fund, I WSGIX Short U.S. Government Funds Wells Fargo Funds Management, LLC 10
Westcore Mid-Cap Value Dividend Fund, Retail WTMCX Mid-Cap Value Funds Westcore Funds 3
Zacks Market Neutral Fund, Investor ZMNVX Alternative Equity Market Neutral Funds Zacks Investment Management, Inc. 3
Vanguard Long-Term Investment-Grade Fund, Admiral VWETX Corporate Debt A-Rated Funds Vanguard Group, Inc. trophy
Guggenheim Macro Opportunities Fund, Institutional GIOIX Alternative Credit Focus Funds Guggenheim Investments trophy
SEI Institutional Investments Trust Dynamic Asset Allocation Fund, A SDLAX Alternative Global Macro Funds SEI Group trophy
US Global Investors Gold & Precious Metals Fund USERX Precious Metals Equity Funds US Global Investors Funds trophy
Morgan Stanley Institutional Corporate Bond Portfolio, I MPFDX Corporate Debt BBB-Rated Funds Morgan Stanley Investment Management, Inc. trophy
Nuveen California High Yield Municipal Bond Fund, I NCHRX California Municipal Debt Funds Nuveen Fund Advisors, LLC trophy
Morgan Stanley Institutional Core Plus Fixed Income Portfolio, I MPFIX Core Plus Bond Funds Morgan Stanley Investment Management, Inc. trophy
MainStay Convertible Fund, I MCNVX Convertible Securities Funds MainStay Funds trophy
ProFunds Short Oil & Gas ProFund, Investor SNPIX Dedicated Short-Bias Funds ProFunds Group trophy
DFA Continental Small Company Portfolio, Institutional DFCSX European Region Funds Dimensional Fund Advisors, LP trophy
Cohen & Steers Preferred Securities & Income Fund, I CPXIX Flexible Income Funds Cohen & Steers Capital Management, Inc. trophy
RMB Mendon Financial Services Fund, A RMBKX Financial Services Funds RMB Capital Management trophy
GuideStone Defensive Market Strategies Fund, Institutional GDMYX Flexible Portfolio Funds GuideStone Funds Trust trophy
Lazard Global Listed Infrastructure Portfolio, Institutional GLIFX Global Infrastructure Funds Lazard Asset Management, LLC trophy
Thrivent Large Cap Stock Fund, S IILGX Global Large-Cap Core Funds Thrivent Mutual Funds trophy
American Funds New Perspective Fund, R-5 RNPFX Global Large-Cap Growth Funds American Funds trophy
PIMCO Global Bond Fund (US Dollar-Hedged), Institutional PGBIX Global Income Funds PIMCO trophy
Oppenheimer Rochester AMT-Free Municipal Fund, Y OMFYX General & Insured Municipal Debt Funds OppenheimerFunds, Inc. trophy
Victory RS Global Fund, R RGGKX Global Multi-Cap Growth Funds Victory Capital Management, Inc. trophy
Morgan Stanley Institutional Global Discovery Portfolio, I MLDIX Global Small-/Mid-Cap Funds Morgan Stanley Investment Management, Inc. trophy
Vanguard Long-Term Treasury Fund, Admiral VUSUX General U.S. Treasury Funds Vanguard Group, Inc. trophy
T. Rowe Price Health Sciences Fund PRHSX Health/Biotechnology Funds T. Rowe Price Associates, Inc. trophy
Lord Abbett High Yield Fund, I LAHYX High Yield Funds Lord Abbett & Company, LLC trophy
Fidelity Select Defense and Aerospace Portfolio FSDAX Industrials Funds Fidelity Management & Research Company trophy
Ivy International Core Equity Fund, Y IVVYX International Large-Cap Core Funds Ivy Investment Management Company trophy
Harding Loevner International Equity Portfolio, Institutional HLMIX International Large-Cap Growth Funds Harding Loevner, LP trophy
Laudus Mondrian International Equity Fund, Institutional LIEIX International Large-Cap Value Funds Charles Schwab Investment Management, Inc. trophy
BlackRock Strategic Municipal Opportunities Fund, Institutional MAMTX Intermediate Municipal Debt Funds BlackRock, Inc. trophy
PIMCO StocksPLUS International Fund (US Dollar-Hedged), Institutional PISIX International Multi-Cap Core Funds PIMCO trophy
Hartford International Value Fund, Y HILYX International Multi-Cap Value Funds Hartford Funds trophy
PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional PFORX International Income Funds PIMCO trophy
Oppenheimer International Small-Mid Company Fund, Y OSMYX International Small/Mid-Cap Growth Funds OppenheimerFunds, Inc. trophy
Dupree Intermediate Government Bond Series DPIGX Intermediate U.S. Government Funds Dupree & Company, Inc. trophy
Vanguard PRIMECAP Fund, Admiral VPMAX Large-Cap Core Funds PRIMECAP Management Company trophy
Shelton NASDAQ-100 Index Fund, Direct NASDX Large-Cap Growth Funds Shelton Capital Management trophy
Natixis Loomis Sayles Senior Floating Rate and Fixed Income Fund, Y LSFYX Loan Participation Funds Loomis Sayles & Company, LP trophy
Nuveen Massachusetts Municipal Bond Fund, I NBMAX Massachusetts Municipal Debt Funds Nuveen Fund Advisors, LLC trophy
American Funds 2010 Target Date Retirement Fund, R-6 RFTTX Mixed-Asset Target 2010 Funds American Funds trophy
American Funds 2020 Target Date Retirement Fund, R-6 RRCTX Mixed-Asset Target 2020 Funds American Funds trophy
American Funds 2030 Target Date Retirement Fund, R-6 RFETX Mixed-Asset Target 2030 Funds American Funds trophy
American Funds 2035 Target Date Retirement Fund, R-6 RFFTX Mixed-Asset Target 2035 Funds American Funds trophy
American Funds 2050 Target Date Retirement Fund, R-6 RFITX Mixed-Asset Target 2050 Funds American Funds trophy
American Funds 2015 Target Date Retirement Fund, R-6 RFJTX Mixed-Asset Target 2015 Funds American Funds trophy
American Funds 2025 Target Date Retirement Fund, R-6 RFDTX Mixed-Asset Target 2025 Funds American Funds trophy
American Funds 2040 Target Date Retirement Fund, R-6 RFGTX Mixed-Asset Target 2040 Funds American Funds trophy
American Funds 2045 Target Date Retirement Fund, R-6 RFHTX Mixed-Asset Target 2045 Funds American Funds trophy
American Century One Choice In Retirement Portfolio, Institutional ATTIX Mixed-Asset Target Today Funds American Century Investment Management, Inc. trophy
American Funds 2055 Target Date Retirement Fund, R-6 RFKTX Mixed-Asset Target 2055+ Funds American Funds trophy
Thrivent Mid Cap Stock Fund, S TMSIX Mid-Cap Core Funds Thrivent Mutual Funds trophy
PRIMECAP Odyssey Aggressive Growth Fund POAGX Mid-Cap Growth Funds PRIMECAP Management Company trophy
T. Rowe Price Maryland Tax-Free Bond Fund MDXBX Maryland Municipal Debt Funds T. Rowe Price Associates, Inc. trophy
Altegris Futures Evolution Strategy Fund, I EVOIX Alternative Managed Futures Funds Altegris Advisors, LLC trophy
Parnassus Endeavor Fund PARWX Multi-Cap Core Funds Parnassus Investments trophy
American Century NT Mid Cap Value Fund, Institutional ACLMX Multi-Cap Value Funds American Century Investment Management, Inc. trophy
Oppenheimer Rochester Minnesota Municipal Fund, Y OPYMX Minnesota Municipal Debt Funds OppenheimerFunds, Inc. trophy
PIMCO Income Fund, Institutional PIMIX Multi-Sector Income Funds PIMCO trophy
Great-West Aggressive Profile II Fund, Initial MXAPX Mixed-Asset Target Allocation Aggressive Growth Funds GW Capital Management, LLC trophy
Wells Fargo Diversified Income Builder Fund, Institutional EKSYX Mixed-Asset Target Allocation Conservative Funds Wells Fargo Funds Management, LLC trophy
Wells Fargo Diversified Capital Builder Fund, I EKBYX Mixed-Asset Target Allocation Growth Funds Wells Fargo Funds Management, LLC trophy
Wells Fargo Advantage Index Asset Allocation Fund, Administrator WFAIX Mixed-Asset Target Allocation Moderate Funds Wells Fargo Funds Management, LLC trophy
Fidelity Income Replacement 2042 Fund FIXRX Retirement Income Funds Fidelity Management & Research Company trophy
Waddell & Reed Advisors Energy Fund, Y WEGYX Natural Resources Funds Waddell & Reed Investment Management Company trophy
Oppenheimer Rochester Ohio Municipal Fund, Y OROYX Ohio Municipal Debt Funds OppenheimerFunds, Inc. trophy
Oppenheimer Rochester Pennsylvania Municipal Fund, Y OPAYX Pennsylvania Municipal Debt Funds OppenheimerFunds, Inc. trophy
Fidelity Pacific Basin Fund FPBFX Pacific Region Funds Fidelity Management & Research Company trophy
Cohen & Steers Real Estate Securities Fund, I CSDIX Real Estate Funds Cohen & Steers Capital Management, Inc. trophy
Shelton S&P SmallCap Index Fund, K SMLKX Small-Cap Core Funds Shelton Capital Management trophy
Lord Abbett Short Duration Income Fund, I LLDYX Short Investment-Grade Debt Funds Lord Abbett & Company, LLC trophy
Oppenheimer Rochester Short Term Municipal Fund, Y ORSYX Short Municipal Debt Funds OppenheimerFunds, Inc. trophy
Eaton Vance Short Duration Government Income Fund, I EILDX Short U.S. Government Funds Eaton Vance Management trophy
Morgan Stanley Mortgage Securities Trust, I MTGDX U.S. Mortgage Funds Morgan Stanley Investment Management, Inc. trophy
Matthews Pacific Tiger Fund, Institutional MIPTX Pacific Ex-Japan Funds Matthews International Capital Management, LLC trophy
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