The full list of 2016 Lipper Fund Awards winners
An interactive list of all the funds to be honored, across all years of return and categories
The Thomson Reuters Lipper Fund Awards winners have been announced. You can click here to see the top 3-year, 5-year and 10-year funds across 10 distinct categories.
We’ve also collected the full list of funds honored by Lipper, presented below.
Use the interactive list below to filter by years of return, and sort by fund category, fund company and fund name.
Sorry — we could not find any winners matching these criteria
Winners of 3-year funds
| Full Fund Name | Ticker Symbol | Classification Name | Management Company Name |
|---|---|---|---|
| Natixis ASG Managed Futures Strategy Fund, Y | ASFYX | Alternative Managed Futures Funds | AlphaSimplex Group, LLC |
| American Century One Choice In Retirement Portfolio, Institutional | ATTIX | Mixed-Asset Target Today Funds | American Century Investment Management, Inc. |
| American Funds 2010 Target Date Retirement Fund, R-6 | RFTTX | Mixed-Asset Target 2010 Funds | American Funds |
| American Funds 2015 Target Date Retirement Fund, R-6 | RFJTX | Mixed-Asset Target 2015 Funds | American Funds |
| American Funds 2020 Target Date Retirement Fund, R-6 | RRCTX | Mixed-Asset Target 2020 Funds | American Funds |
| American Funds 2025 Target Date Retirement Fund, R-6 | RFDTX | Mixed-Asset Target 2025 Funds | American Funds |
| American Funds 2030 Target Date Retirement Fund, R-6 | RFETX | Mixed-Asset Target 2030 Funds | American Funds |
| American Funds 2035 Target Date Retirement Fund, R-6 | RFFTX | Mixed-Asset Target 2035 Funds | American Funds |
| American Funds 2040 Target Date Retirement Fund, R-6 | RFGTX | Mixed-Asset Target 2040 Funds | American Funds |
| American Funds US Government Securities Fund,R-6 | RGVGX | General U.S. Government Funds | American Funds |
| AQR Multi-Strategy Alternative Fund, I | ASAIX | Alternative Multi-Strategy Funds | AQR Capital Management, LLC |
| BlackRock 20/80 Target Allocation Fund, Institutional | BICPX | Mixed-Asset Target Allocation Conservative Funds | BlackRock, Inc. |
| BlackRock Total Return Fund, BlackRock | MPHQX | Core Bond Funds | BlackRock, Inc. |
| BlackRock US Government Bond Portfolio, Institutional | PNIGX | Intermediate U.S. Government Funds | BlackRock, Inc. |
| Burnham Financial Services Fund, A | BURKX | Financial Services Funds | Burnham Asset Management Corporation |
| Catalyst/Lyons Tactical Allocation Fund, A | CLTAX | Flexible Portfolio Funds | Catalyst Capital Advisors, LLC |
| Cavanal Hill Intermediate Bond Fund, Institutional | AIFBX | Short-Intermediate Investment-Grade Debt Funds | Cavanal Hill Funds |
| Cavanal Hill Opportunistic Fund, Institutional | AIOPX | Absolute Return Funds | Cavanal Hill Funds |
| Laudus Mondrian International Equity Fund, Institutional | LIEIX | International Large-Cap Value Funds | Charles Schwab Investment Management, Inc. |
| MainGate MLP Fund, I | IMLPX | Energy MLP Funds | Chickasaw Capital Management, LLC |
| Cohen & Steers Preferred Securities & Income Fund, I | CPXIX | Flexible Income Funds | Cohen & Steers Capital Management, Inc. |
| Cohen & Steers Real Estate Securities Fund, I | CSDIX | Real Estate Funds | Cohen & Steers Capital Management, Inc. |
| Columbia Global Equity Value Fund, I | CEQIX | Global Large-Cap Value Funds | Columbia Funds |
| Eaton Vance Hedged Stock Fund, I | EROIX | Alternative Equity Market Neutral Funds | Eaton Vance Management |
| Eaton Vance Short Duration Government Income Fund, I | EILDX | Short U.S. Government Funds | Eaton Vance Management |
| Fidelity Advisor Income Replacement 2042 Fund, Institutional | FIRFX | Retirement Income Funds | Fidelity Management & Research Company |
| Fidelity Advisor International Real Estate Fund, Institutional | FIRIX | International Real Estate Funds | Fidelity Management & Research Company |
| Fidelity Capital & Income Fund | FAGIX | High Yield Funds | Fidelity Management & Research Company |
| Fidelity Diversified International Fund, K | FDIKX | International Large-Cap Growth Funds | Fidelity Management & Research Company |
| Fidelity Intermediate Government Income Fund | FSTGX | Short-Intermediate U.S. Government Funds | Fidelity Management & Research Company |
| Fidelity Nordic Fund | FNORX | European Region Funds | Fidelity Management & Research Company |
| Fidelity OTC Portfolio, K | FOCKX | Multi-Cap Growth Funds | Fidelity Management & Research Company |
| Fidelity Pacific Basin Fund | FPBFX | Pacific Region Funds | Fidelity Management & Research Company |
| Fidelity Real Estate High Income Fund | N/A | General Bond Funds | Fidelity Management & Research Company |
| Fidelity Select Biotechnology Portfolio | FBIOX | Health/Biotechnology Funds | Fidelity Management & Research Company |
| Fidelity Select Electronics Portfolio | FSELX | Science & Technology Funds | Fidelity Management & Research Company |
| Fidelity Spartan Long-Term Treasury Bond Index Fund, Fidelity Advantage | FLBAX | General U.S. Treasury Funds | Fidelity Management & Research Company |
| Fidelity Spartan Short-Term Treasury Bond Index Fund, Fidelity Advantage | FSBAX | Short U.S. Treasury Funds | Fidelity Management & Research Company |
| First Eagle Gold Fund, I | FEGIX | Precious Metals Equity Funds | First Eagle Funds |
| Firsthand Alternative Energy Fund | ALTEX | Global Natural Resources Funds | Firsthand Capital Management, Inc. |
| Franklin New York Intermediate-Term Tax-Free Income Fund, Advisor | FNYZX | New York Intermediate Municipal Debt Funds | Franklin Templeton Investments |
| FundX Upgrader Fund | FUNDX | Mixed-Asset Target Allocation Aggressive Growth Funds | FundX Investment Group, LLC |
| Gabelli Enterprise Mergers & Acquisitions Fund, Y | EMAYX | Alternative Event Driven Funds | Gabelli Funds, LLC |
| Glenmede Large Cap Growth Portfolio | GTLLX | Multi-Cap Core Funds | Glenmede Investment Management, LP |
| Goldman Sachs International Small Cap Insights Fund, Institutional | GICIX | International Small/Mid-Cap Core Funds | Goldman Sachs & Company |
| GMO Emerging Country Debt Fund, IV | GMDFX | Emerging Markets Hard Currency Debt Funds | Grantham Mayo Van Otterloo & Company, LLC |
| Guggenheim Floating Rate Strategies Fund, Institutional | GIFIX | Loan Participation Funds | Guggenheim Investments |
| Guggenheim Macro Opportunities Fund, Institutional | GIOIX | Alternative Credit Focus Funds | Guggenheim Investments |
| Harbor Mid Cap Value Fund, Institutional | HAMVX | Mid-Cap Value Funds | Harbor Capital Advisors, Inc. |
| Hartford Emerging Markets Local Debt Fund, Y | HLDYX | Emerging Markets Local Currency Debt Funds | Hartford Funds |
| Hartford International Value Fund, Y | HILYX | International Multi-Cap Value Funds | Hartford Funds |
| Ivy International Core Equity Fund, I | ICEIX | International Large-Cap Core Funds | Ivy Investment Management Company |
| JPMorgan Global Bond Opportunities, R6 | GBONX | Global Income Funds | J.P. Morgan Funds |
| JPMorgan Large Cap Value Fund, R6 | JLVMX | Large-Cap Value Funds | J.P. Morgan Funds |
| Undiscovered Managers Behavioral Value Fund, Institutional | UBVLX | Small-Cap Value Funds | J.P. Morgan Funds |
| Janus Real Return Fund, I | JURIX | Inflation-Protected Bond Funds | Janus Capital Management, LLC |
| Lazard Global Listed Infrastructure Portfolio, Institutional | GLIFX | Global Infrastructure Funds | Lazard Asset Management, LLC |
| Leader Short-Term Bond Fund, Institutional | LCCIX | Short Investment-Grade Debt Funds | Leader Capital Corporation |
| Western Asset Core Plus Bond Fund, IS | WAPSX | Core Plus Bond Funds | Legg Mason |
| LoCorr Long/Short Commodities Strategy Fund, I | LCSIX | Commodities General Funds | LoCorr Fund Management, LLC |
| MainStay Convertible Fund, I | MCNVX | Convertible Securities Funds | MainStay Funds |
| MainStay New York Tax Free Opportunities Fund, I | MNOIX | New York Municipal Debt Funds | MainStay Funds |
| MainStay US Equity Opportunities Fund, I | MYCIX | Alternative Active Extension | MainStay Funds |
| Matthews China Dividend Fund, Institutional | MICDX | China Region Funds | Matthews International Capital Management, LLC |
| Matthews Korea Fund, Institutional | MIKOX | Pacific Ex-Japan Funds | Matthews International Capital Management, LLC |
| Morgan Stanley Institutional Global Opportunity Portfolio, I | MGGIX | Global Multi-Cap Growth Funds | Morgan Stanley Investment Management, Inc. |
| Morgan Stanley Institutional International Opportunity Portfolio, I | MIOIX | International Multi-Cap Growth Funds | Morgan Stanley Investment Management, Inc. |
| Morgan Stanley Mortgage Securities Trust, I | MTGDX | U.S. Mortgage Funds | Morgan Stanley Investment Management, Inc. |
| Nuveen California High Yield Municipal Bond Fund, I | NCHRX | California Municipal Debt Funds | Nuveen Fund Advisors, LLC |
| Nuveen High Yield Municipal Bond Fund, I | NHMRX | High Yield Municipal Debt Funds | Nuveen Fund Advisors, LLC |
| Nuveen New Jersey Municipal Bond Fund, I | NMNJX | New Jersey Municipal Debt Funds | Nuveen Fund Advisors, LLC |
| Nuveen NWQ Global Equity Income Fund, I | NQGIX | Global Equity Income Funds | Nuveen Fund Advisors, LLC |
| Nuveen Santa Barbara International Dividend Growth, I | NUIIX | International Equity Income Funds | Nuveen Fund Advisors, LLC |
| Oppenheimer Global Opportunities Fund, I | OGIIX | Global Small-/Mid-Cap Funds | OppenheimerFunds, Inc. |
| Oppenheimer International Small-Mid Company Fund, I | OSCIX | International Small/Mid-Cap Growth Funds | OppenheimerFunds, Inc. |
| Oppenheimer Rochester Minnesota Municipal Fund, Y | OPYMX | Minnesota Municipal Debt Funds | OppenheimerFunds, Inc. |
| Oppenheimer Rochester Short Term Municipal, Y | ORSYX | Short Municipal Debt Funds | OppenheimerFunds, Inc. |
| Parnassus Core Equity Fund, Institutional | PRILX | Equity Income Funds | Parnassus Investments |
| Payden Corporate Bond Fund, Investor | PYACX | Corporate Debt BBB-Rated Funds | Payden & Rygel |
| PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional | PFORX | International Income Funds | PIMCO |
| PIMCO Income Fund, Institutional | PIMIX | Multi-Sector Income Funds | PIMCO |
| PIMCO Short-Term Fund, Institutional | PTSHX | Ultra-Short Obligation Funds | PIMCO |
| PIMCO StocksPLUS International Fund (US Dollar-Hedged); Institutional | PISIX | International Multi-Cap Core Funds | PIMCO |
| PNC Multi-Factor Small Cap Core Fund, I | PLOIX | Small-Cap Core Funds | PNC Funds |
| PNC Multi-Factor Small Cap Growth Fund, I | PLTIX | Small-Cap Growth Funds | PNC Funds |
| Polaris Global Value Fund | PGVFX | Global Multi-Cap Value Funds | Polaris Capital Management, LLC |
| PRIMECAP Odyssey Aggressive Growth Fund | POAGX | Mid-Cap Growth Funds | PRIMECAP Management Company |
| Vanguard PRIMECAP Fund, Admiral | VPMAX | Large-Cap Core Funds | PRIMECAP Management Company |
| ProFunds UltraShort Latin America, Investor | UFPIX | Dedicated Short-Bias Funds | ProFunds Group |
| Putnam RetirementReady 2045 Fund, Y | PRVYX | Mixed-Asset Target 2045 Funds | Putnam Investment Management, LLC |
| Putnam RetirementReady 2050 Fund, Y | PRRUX | Mixed-Asset Target 2050 Funds | Putnam Investment Management, LLC |
| Putnam RetirementReady 2055 Fund, Y | PRTLX | Mixed-Asset Target 2055+ Funds | Putnam Investment Management, LLC |
| Quaker Global Tactical Allocation Fund, I | QTRIX | Global Large-Cap Growth Funds | Quaker Funds, Inc. |
| Boston Partners All-Cap Value Fund, Institutional | BPAIX | Multi-Cap Value Funds | Robeco Investment Funds |
| Rydex Transportation Fund, Investor | RYPIX | Industrials Funds | Rydex Investments |
| SEI Dynamic Asset Allocation Fund, A | SDLAX | Alternative Global Macro Funds | SEI Group |
| Shelton NASDAQ-100 Index Fund, Direct | NASDX | Large-Cap Growth Funds | Shelton Capital Management |
| T. Rowe Price Capital Appreciation Fund | PRWCX | Mixed-Asset Target Allocation Growth Funds | T. Rowe Price Associates, Inc. |
| T. Rowe Price Maryland Tax-Free Bond Fund | MDXBX | Maryland Municipal Debt Funds | T. Rowe Price Associates, Inc. |
| Thrivent Large Cap Stock Fund, Institutional | IILGX | Global Large-Cap Core Funds | Thrivent Mutual Funds |
| Transamerica Enhanced Muni, I | TIMUX | Intermediate Municipal Debt Funds | Transamerica Funds |
| Turner Medical Sciences Long/Short Fund, Institutional | TMSEX | Alternative Long/Short Equity Funds | Turner Investments, LP |
| USAA Capital Growth Fund | USCGX | Global Multi-Cap Core Funds | USAA Asset Management Company |
| USAA Virginia Bond Fund, Fund | USVAX | Virginia Municipal Debt Funds | USAA Asset Management Company |
| Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral | VCADX | California Intermediate Municipal Debt Funds | Vanguard Group, Inc. |
| Vanguard Long-Term Investment-Grade Fund, Admiral | VWETX | Corporate Debt A-Rated Funds | Vanguard Group, Inc. |
| Vanguard Massachusetts Tax-Exempt Fund, Investor | VMATX | Massachusetts Municipal Debt Funds | Vanguard Group, Inc. |
| Vanguard Ohio Long-Term Tax-Exempt Fund, Investor | VOHIX | Ohio Municipal Debt Funds | Vanguard Group, Inc. |
| Vanguard Strategic Equity Fund, Investor | VSEQX | Mid-Cap Core Funds | Vanguard Group, Inc. |
| Vanguard Utilities Index Fund, Admiral | VUIAX | Utility Funds | Vanguard Group, Inc. |
| Virtus Global Real Estate Securities Fund, I | VGISX | Global Real Estate Funds | Virtus Investment Partners, Inc. |
| Waddell & Reed Advisors Energy Fund, Y | WEGYX | Natural Resources Funds | Waddell & Reed Investment Management Company |
| Vanguard GNMA Fund, Admiral | VFIJX | GNMA Funds | Wellington Management Company, LLP |
| Wells Fargo Advantage CoreBuilder Shares – Series M | WFCMX | General & Insured Municipal Debt Funds | Wells Fargo Funds Management, LLC |
| Wells Fargo Advantage Index Asset Allocation Fund, Administrator | WFAIX | Mixed-Asset Target Allocation Moderate Funds | Wells Fargo Funds Management, LLC |
| Wells Fargo Advantage Pennsylvania Tax-Free Fund, Institutional | EKVYX | Pennsylvania Municipal Debt Funds | Wells Fargo Funds Management, LLC |
| Wells Fargo Strategic Municipal Bond Fund, I | STRIX | Short-Intermediate Municipal Debt Funds | Wells Fargo Funds Management, LLC |
| William Blair Emerging Markets Small Cap Growth Fund, I | BESIX | Emerging Markets Funds | William Blair & Company, LLC |
Winners of 5-year funds
| Full Fund Name | Ticker Symbol | Classification Name | Management Company Name |
|---|---|---|---|
| AllianzGI Convertible Fund, Institutional | ANNPX | Convertible Securities Funds | Allianz Global Investors |
| AllianzGI Global Small-Cap Fund, Institutional | DGSCX | Global Small-/Mid-Cap Funds | Allianz Global Investors |
| AllianzGI Global Water Fund, Institutional | AWTIX | Global Natural Resources Funds | Allianz Global Investors |
| American Century One Choice In Retirement Portfolio, Institutional | ATTIX | Mixed-Asset Target Today Funds | American Century Investment Management, Inc. |
| American Funds 2010 Target Date Retirement Fund, R-6 | RFTTX | Mixed-Asset Target 2010 Funds | American Funds |
| American Funds 2015 Target Date Retirement Fund, R-6 | RFJTX | Mixed-Asset Target 2015 Funds | American Funds |
| American Funds 2020 Target Date Retirement Fund, R-6 | RRCTX | Mixed-Asset Target 2020 Funds | American Funds |
| American Funds 2025 Target Date Retirement Fund, R-6 | RFDTX | Mixed-Asset Target 2025 Funds | American Funds |
| American Funds 2030 Target Date Retirement Fund, R-6 | RFETX | Mixed-Asset Target 2030 Funds | American Funds |
| American Funds 2035 Target Date Retirement Fund, R-6 | RFFTX | Mixed-Asset Target 2035 Funds | American Funds |
| American Funds 2040 Target Date Retirement Fund, R-6 | RFGTX | Mixed-Asset Target 2040 Funds | American Funds |
| American Funds 2045 Target Date Retirement Fund, R-6 | RFHTX | Mixed-Asset Target 2045 Funds | American Funds |
| American Funds New Perspective Fund, R-6 | RNPGX | Global Large-Cap Growth Funds | American Funds |
| Artisan International Fund, Institutional | APHIX | International Large-Cap Growth Funds | Artisan Partners, LP |
| BlackRock New Jersey Municipal Bond Fund, Investor A1 | MDNJX | New Jersey Municipal Debt Funds | BlackRock, Inc. |
| BlackRock Strategic Municipal Opportunities Fund, Institutional | MAMTX | Intermediate Municipal Debt Funds | BlackRock, Inc. |
| Steward Global Equity Income Fund, Institutional | SGISX | Global Equity Income Funds | Capstone Asset Management Company |
| Cavanal Hill Intermediate Bond Fund, Institutional | AIFBX | Short-Intermediate Investment-Grade Debt Funds | Cavanal Hill Funds |
| Laudus Mondrian International Equity Fund, Institutional | LIEIX | International Large-Cap Value Funds | Charles Schwab Investment Management, Inc. |
| Cohen & Steers Preferred Securities & Income Fund, I | CPXIX | Flexible Income Funds | Cohen & Steers Capital Management, Inc. |
| Cohen & Steers Real Estate Securities Fund, I | CSDIX | Real Estate Funds | Cohen & Steers Capital Management, Inc. |
| Delaware Diversified Floating Rate Fund, I | DDFLX | Ultra-Short Obligation Funds | Delaware Management Company |
| Delaware Extended Duration Bond Fund, Institutional | DEEIX | Corporate Debt BBB-Rated Funds | Delaware Management Company |
| Delaware Large-Cap Value Equity Portfolio | DPDEX | Large-Cap Value Funds | Delaware Management Company |
| Deutsche Enhanced Commodity Strategy Fund, Institutional | SKIRX | Commodities General Funds | Deutsche Asset & Wealth Management |
| DFA United Kingdom Small Company Portfolio, Institutional | DFUKX | European Region Funds | Dimensional Fund Advisors, LP |
| Dupree Intermediate Government Bond Series | DPIGX | Intermediate U.S. Government Funds | Dupree & Company, Inc. |
| Eaton Vance Hedged Stock Fund, I | EROIX | Alternative Equity Market Neutral Funds | Eaton Vance Management |
| Eaton Vance Massachusetts Municipal Income Fund, I | EIMAX | Massachusetts Municipal Debt Funds | Eaton Vance Management |
| Eaton Vance New York Municipal Income Fund, I | EINYX | New York Municipal Debt Funds | Eaton Vance Management |
| Eaton Vance Short Duration Government Income Fund, I | EILDX | Short U.S. Government Funds | Eaton Vance Management |
| Emerald Banking & Finance Fund, A | HSSAX | Financial Services Funds | Emerald Mutual Fund Advisers Trust |
| Federated High Yield Trust, Service | FHYTX | High Yield Funds | Federated Investors |
| Fidelity Advisor Income Replacement 2042 Fund, Institutional | FIRFX | Retirement Income Funds | Fidelity Management & Research Company |
| Fidelity Advisor International Real Estate Fund, Institutional | FIRIX | International Real Estate Funds | Fidelity Management & Research Company |
| Fidelity Intermediate Government Income Fund | FSTGX | Short-Intermediate U.S. Government Funds | Fidelity Management & Research Company |
| Fidelity NASDAQ Composite Index Fund | FNCMX | Multi-Cap Growth Funds | Fidelity Management & Research Company |
| Fidelity Pacific Basin Fund | FPBFX | Pacific Region Funds | Fidelity Management & Research Company |
| Fidelity Real Estate High Income Fund | N/A | General Bond Funds | Fidelity Management & Research Company |
| Fidelity Select Biotechnology Portfolio | FBIOX | Health/Biotechnology Funds | Fidelity Management & Research Company |
| Fidelity Select Defense and Aerospace Portfolio | FSDAX | Industrials Funds | Fidelity Management & Research Company |
| Fidelity Spartan Short-Term Treasury Bond Index Fund, Fidelity Advantage | FSBAX | Short U.S. Treasury Funds | Fidelity Management & Research Company |
| First Eagle Gold Fund, I | FEGIX | Precious Metals Equity Funds | First Eagle Funds |
| Franklin New York Intermediate-Term Tax-Free Income Fund, Advisor | FNYZX | New York Intermediate Municipal Debt Funds | Franklin Templeton Investments |
| Glenmede Large Cap Growth Portfolio | GTLLX | Multi-Cap Core Funds | Glenmede Investment Management, LP |
| Goldman Sachs International Small Cap Insights Fund, Institutional | GICIX | International Small/Mid-Cap Core Funds | Goldman Sachs & Company |
| GMO Emerging Country Debt Fund, IV | GMDFX | Emerging Markets Hard Currency Debt Funds | Grantham Mayo Van Otterloo & Company, LLC |
| Guggenheim Alpha Opportunity Fund, Institutional | SAOIX | Alternative Long/Short Equity Funds | Guggenheim Investments |
| Great-West Aggressive Profile II Fund, Initial | MXAPX | Mixed-Asset Target Allocation Aggressive Growth Funds | GW Capital Management, LLC |
| Harbor Mid Cap Value Fund, Institutional | HAMVX | Mid-Cap Value Funds | Harbor Capital Advisors, Inc. |
| Hartford Core Equity Fund, Y | HGIYX | Large-Cap Core Funds | Hartford Funds |
| Hartford International Value Fund, Y | HILYX | International Multi-Cap Value Funds | Hartford Funds |
| Hennessy Gas Utility Index Fund, Investor | GASFX | Utility Funds | Hennessy Funds |
| Highland Floating Rate Opportunities Fund, Z | HFRZX | Loan Participation Funds | Highland Capital Management Fund Advisors, LP |
| Ivy International Core Equity Fund, I | ICEIX | International Large-Cap Core Funds | Ivy Investment Management Company |
| Undiscovered Managers Behavioral Value Fund, Institutional | UBVLX | Small-Cap Value Funds | J.P. Morgan Funds |
| John Hancock International Growth Fund, 1 | GOIOX | International Multi-Cap Growth Funds | John Hancock Group |
| Lazard Global Listed Infrastructure Portfolio, Institutional | GLIFX | Global Infrastructure Funds | Lazard Asset Management, LLC |
| Permal Alternative Core Fund, IS | LPTSX | Alternative Multi-Strategy Funds | Legg Mason |
| Lord Abbett Short Duration Income Fund, I | LLDYX | Short Investment-Grade Debt Funds | Lord Abbett & Company, LLC |
| LSV Value Equity Fund, Institutional | LSVEX | Multi-Cap Value Funds | LSV Asset Management |
| MainStay Unconstrained Bond Fund, I | MSDIX | Alternative Credit Focus Funds | MainStay Funds |
| Matthews China Dividend Fund, Institutional | MICDX | China Region Funds | Matthews International Capital Management, LLC |
| Matthews Korea Fund, Institutional | MIKOX | Pacific Ex-Japan Funds | Matthews International Capital Management, LLC |
| Morgan Stanley Global Fixed Income Opportunities Fund, I | DINDX | Global Income Funds | Morgan Stanley Investment Management, Inc. |
| Morgan Stanley Institutional Global Opportunity Portfolio, I | MGGIX | Global Multi-Cap Growth Funds | Morgan Stanley Investment Management, Inc. |
| Morgan Stanley Mortgage Securities Trust, I | MTGDX | U.S. Mortgage Funds | Morgan Stanley Investment Management, Inc. |
| Nuveen California High Yield Municipal Bond Fund, I | NCHRX | California Municipal Debt Funds | Nuveen Fund Advisors, LLC |
| Nuveen High Yield Municipal Bond Fund, I | NHMRX | High Yield Municipal Debt Funds | Nuveen Fund Advisors, LLC |
| Oberweis International Opportunities Fund | OBIOX | International Small/Mid-Cap Growth Funds | Oberweis Asset Management, Inc. |
| Oppenheimer Corporate Bond Fund, Y | OFIYX | Core Plus Bond Funds | OppenheimerFunds, Inc. |
| Oppenheimer Rochester AMT-Free Municipal Fund, Y | OMFYX | General & Insured Municipal Debt Funds | OppenheimerFunds, Inc. |
| Oppenheimer Rochester Minnesota Municipal Fund, A | OPAMX | Minnesota Municipal Debt Funds | OppenheimerFunds, Inc. |
| Oppenheimer Rochester Ohio Municipal Fund, A | OROHX | Ohio Municipal Debt Funds | OppenheimerFunds, Inc. |
| Parnassus Core Equity Fund, Institutional | PRILX | Equity Income Funds | Parnassus Investments |
| PIMCO Fixed Income SHares Series R | FXIRX | Inflation-Protected Bond Funds | PIMCO |
| PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional | PFORX | International Income Funds | PIMCO |
| PIMCO Income Fund, Institutional | PIMIX | Multi-Sector Income Funds | PIMCO |
| PIMCO StocksPLUS International Fund (US Dollar-Hedged); Institutional | PISIX | International Multi-Cap Core Funds | PIMCO |
| PNC Multi-Factor Small Cap Core Fund, I | PLOIX | Small-Cap Core Funds | PNC Funds |
| Polaris Global Value Fund | PGVFX | Global Multi-Cap Value Funds | Polaris Capital Management, LLC |
| PRIMECAP Odyssey Aggressive Growth Fund | POAGX | Mid-Cap Growth Funds | PRIMECAP Management Company |
| ProFunds Short Precious Metals ProFund, Investor | SPPIX | Dedicated Short-Bias Funds | ProFunds Group |
| Putnam Absolute Return 700 Fund, Y | PDMYX | Absolute Return Funds | Putnam Investment Management, LLC |
| Putnam Capital Spectrum Fund, Y | PVSYX | Flexible Portfolio Funds | Putnam Investment Management, LLC |
| Putnam RetirementReady 2050 Fund, Y | PRRUX | Mixed-Asset Target 2050 Funds | Putnam Investment Management, LLC |
| Putnam RetirementReady 2055 Fund, Y | PRTLX | Mixed-Asset Target 2055+ Funds | Putnam Investment Management, LLC |
| RidgeWorth Short-Term Municipal Bond Fund, I | CMDTX | Short Municipal Debt Funds | RidgeWorth Funds |
| SEI Dynamic Asset Allocation Fund, A | SDLAX | Alternative Global Macro Funds | SEI Group |
| Shelton NASDAQ-100 Index Fund, Direct | NASDX | Large-Cap Growth Funds | Shelton Capital Management |
| T. Rowe Price Capital Appreciation Fund | PRWCX | Mixed-Asset Target Allocation Growth Funds | T. Rowe Price Associates, Inc. |
| T. Rowe Price Institutional Africa & Middle East Fund | TRIAX | Emerging Markets Funds | T. Rowe Price Associates, Inc. |
| T. Rowe Price Maryland Tax-Free Bond Fund | MDXBX | Maryland Municipal Debt Funds | T. Rowe Price Associates, Inc. |
| T. Rowe Price New Horizons Fund | PRNHX | Small-Cap Growth Funds | T. Rowe Price Associates, Inc. |
| Third Avenue Real Estate Value Fund, Institutional | TAREX | Global Real Estate Funds | Third Avenue Management, LLC |
| USAA Capital Growth Fund | USCGX | Global Multi-Cap Core Funds | USAA Asset Management Company |
| USAA Science & Technology Fund, Fund | USSCX | Science & Technology Funds | USAA Asset Management Company |
| USAA Virginia Bond Fund, Fund | USVAX | Virginia Municipal Debt Funds | USAA Asset Management Company |
| Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral | VCADX | California Intermediate Municipal Debt Funds | Vanguard Group, Inc. |
| Vanguard Intermediate-Term Corporate Bond Index Fund, Institutional | VICBX | Core Bond Funds | Vanguard Group, Inc. |
| Vanguard Long-Term Government Bond Index Fund, Instutional | VLGIX | General U.S. Government Funds | Vanguard Group, Inc. |
| Vanguard Long-Term Investment-Grade Fund, Admiral | VWETX | Corporate Debt A-Rated Funds | Vanguard Group, Inc. |
| Vanguard Long-Term Treasury Fund, Admiral | VUSUX | General U.S. Treasury Funds | Vanguard Group, Inc. |
| Vanguard Strategic Equity Fund, Investor | VSEQX | Mid-Cap Core Funds | Vanguard Group, Inc. |
| Vanguard Wellesley Income Fund, Admiral | VWIAX | Mixed-Asset Target Allocation Conservative Funds | Vanguard Group, Inc. |
| Integrity Williston Basin/Mid-North America Stock Fund, A | ICPAX | Natural Resources Funds | Viking Fund Management, LLC |
| Voya GNMA Income Fund, I | LEINX | GNMA Funds | Voya Investments, LLC |
| Wells Fargo Advantage Index Asset Allocation Fund, Administrator | WFAIX | Mixed-Asset Target Allocation Moderate Funds | Wells Fargo Funds Management, LLC |
| Wells Fargo Advantage Intrinsic World Equity Fund, Institutional | EWENX | Global Large-Cap Core Funds | Wells Fargo Funds Management, LLC |
| Wells Fargo Advantage Pennsylvania Tax-Free Fund, Institutional | EKVYX | Pennsylvania Municipal Debt Funds | Wells Fargo Funds Management, LLC |
| Wells Fargo Advantage Strategic Municipal Bond Fund, Administrator | VMPYX | Short-Intermediate Municipal Debt Funds | Wells Fargo Funds Management, LLC |
Winners of 10-year funds
| Full Fund Name | Ticker Symbol | Classification Name | Management Company Name |
|---|---|---|---|
| AllianceBernstein High Income Fund, A | AGDAX | High Yield Funds | AllianceBernstein, LP |
| AllianzGI Convertible Fund, Institutional | ANNPX | Convertible Securities Funds | Allianz Global Investors |
| American Beacon Small Cap Value Fund, AMR | AASVX | Small-Cap Value Funds | American Beacon Advisors, Inc. |
| American Century One Choice In Retirement Portfolio, Institutional | ATTIX | Mixed-Asset Target Today Funds | American Century Investment Management, Inc. |
| American Funds New Perspective Fund, R-5 | RNPFX | Global Large-Cap Growth Funds | American Funds |
| American Funds SMALLCAP World Fund, R-5 | RSLFX | Global Small-/Mid-Cap Funds | American Funds |
| Artisan International Fund, Institutional | APHIX | International Large-Cap Growth Funds | Artisan Partners, LP |
| BlackRock Strategic Municipal Opportunities Fund, Institutional | MAMTX | Intermediate Municipal Debt Funds | BlackRock, Inc. |
| Boston Partners Long/Short Equity Fund, Institutional | BPLSX | Alternative Long/Short Equity Funds | Boston Partners |
| Brown Capital Management Small Company Fund, Investor | BCSIX | Small-Cap Growth Funds | Brown Capital Management, LLC |
| Columbia AMT-Free California Intermediate Muni Bond Fund, Z | NCMAX | California Intermediate Municipal Debt Funds | Columbia Funds |
| Columbia Contrarian Core Fund, Z | SMGIX | Large-Cap Core Funds | Columbia Funds |
| Columbia Greater China Fund, Z | LNGZX | China Region Funds | Columbia Funds |
| Columbia Select Large-Cap Value Fund, R5 | SLVIX | Large-Cap Value Funds | Columbia Funds |
| Delaware Extended Duration Bond Fund, Institutional | DEEIX | Corporate Debt BBB-Rated Funds | Delaware Management Company |
| Delaware National High-Yield Municipal Bond Fund, A | CXHYX | High Yield Municipal Debt Funds | Delaware Management Company |
| Delaware Tax-Free New York Fund, A | FTNYX | New York Municipal Debt Funds | Delaware Management Company |
| Deutsche Massachusetts Tax-Free Fund, S | SCMAX | Massachusetts Municipal Debt Funds | Deutsche Asset & Wealth Management |
| DFA Global Equity Portfolio, Institutional | DGEIX | Global Multi-Cap Core Funds | Dimensional Fund Advisors, LP |
| DFA Intermediate Government Fixed Income Portfolio, Institutional | DFIGX | Intermediate U.S. Government Funds | Dimensional Fund Advisors, LP |
| BNY Mellon New York Intermediate Tax-Exempt Bond Fund, M | MNYMX | New York Intermediate Municipal Debt Funds | Dreyfus Corporation |
| Driehaus Emerging Markets Growth Fund | DREGX | Emerging Markets Funds | Driehaus Capital Management, LLC |
| Eaton Vance Floating-Rate & High Income Fund, Institutional | EIFHX | Loan Participation Funds | Eaton Vance Management |
| Eaton Vance-Atlanta Capital SMID-Cap Fund, I | EISMX | Mid-Cap Core Funds | Eaton Vance Management |
| Federated International Leaders Fund, A | FGFAX | International Multi-Cap Core Funds | Federated Investors |
| Fidelity Advisor Energy Fund, Institutional | FANIX | Natural Resources Funds | Fidelity Management & Research Company |
| Fidelity Intermediate Government Income Fund | FSTGX | Short-Intermediate U.S. Government Funds | Fidelity Management & Research Company |
| Fidelity OTC Portfolio | FOCPX | Multi-Cap Growth Funds | Fidelity Management & Research Company |
| Fidelity Select Software and Computer Services Portfolio | FSCSX | Science & Technology Funds | Fidelity Management & Research Company |
| First Eagle Global Fund, I | SGIIX | Flexible Portfolio Funds | First Eagle Funds |
| Franklin Mutual Beacon Fund, Z | BEGRX | Global Multi-Cap Value Funds | Franklin Templeton Investments |
| Templeton Global Bond Fund, Advisor | TGBAX | International Income Funds | Franklin Templeton Investments |
| Goldman Sachs Emerging Markets Debt Fund, Institutional | GSDIX | Emerging Markets Hard Currency Debt Funds | Goldman Sachs & Company |
| GMO Foreign Small Companies Fund, III | GMFSX | International Small/Mid-Cap Core Funds | Grantham Mayo Van Otterloo & Company, LLC |
| Great-West Aggressive Profile II Fund, Initial | MXAPX | Mixed-Asset Target Allocation Aggressive Growth Funds | GW Capital Management, LLC |
| Hennessy Gas Utility Index Fund, Investor | GASFX | Utility Funds | Hennessy Funds |
| Ivy International Core Equity Fund, Y | IVVYX | International Large-Cap Core Funds | Ivy Investment Management Company |
| JPMorgan Value Advantage Fund, Institutional | JVAIX | Multi-Cap Value Funds | J.P. Morgan Funds |
| Janus Balanced Fund, D | JANBX | Mixed-Asset Target Allocation Moderate Funds | Janus Capital Management, LLC |
| Janus Global Research Fund, D | JANWX | Global Multi-Cap Growth Funds | Janus Capital Management, LLC |
| John Hancock Disciplined Value Mid Cap Fund, Institutional | JVMIX | Multi-Cap Core Funds | John Hancock Group |
| Leuthold Grizzly Short Fund | GRZZX | Dedicated Short-Bias Funds | Leuthold Weeden Capital Management, LLC |
| Lord Abbett Bond-Debenture Fund, I | LBNYX | Multi-Sector Income Funds | Lord Abbett & Company, LLC |
| Lord Abbett Short Duration Income Fund, I | LLDYX | Short Investment-Grade Debt Funds | Lord Abbett & Company, LLC |
| AMG Managers Real Estate Securities Fund | MRESX | Real Estate Funds | Managers Investment Group, LLC |
| Metropolitan West Total Return Bond Fund, I | MWTIX | Core Plus Bond Funds | Metropolitan West Asset Management, LLC |
| Nicholas Equity Income Fund, I | NSEIX | Equity Income Funds | Nicholas Company, Inc. |
| Nuveen California Municipal Bond Fund, I | NCSPX | California Municipal Debt Funds | Nuveen Fund Advisors, LLC |
| Nuveen Minnesota Municipal Bond Fund, I | FYMNX | Minnesota Municipal Debt Funds | Nuveen Fund Advisors, LLC |
| Nuveen New Jersey Municipal Bond Fund, I | NMNJX | New Jersey Municipal Debt Funds | Nuveen Fund Advisors, LLC |
| Nuveen Pennsylvania Municipal Bond Fund, I | NBPAX | Pennsylvania Municipal Debt Funds | Nuveen Fund Advisors, LLC |
| Nuveen Virginia Municipal Bond Fund, I | NMVAX | Virginia Municipal Debt Funds | Nuveen Fund Advisors, LLC |
| Oppenheimer International Growth Fund, Y | OIGYX | International Multi-Cap Growth Funds | OppenheimerFunds, Inc. |
| Oppenheimer International Small Company Fund, Y | OSMYX | International Small/Mid-Cap Growth Funds | OppenheimerFunds, Inc. |
| PIMCO Fixed Income SHares Series R | FXIRX | Inflation-Protected Bond Funds | PIMCO |
| PIMCO GNMA Fund, Institutional | PDMIX | GNMA Funds | PIMCO |
| PIMCO Long-Term US Government Fund, Institutional | PGOVX | General U.S. Government Funds | PIMCO |
| PIMCO Moderate Duration Fund, Institutional | PMDRX | Short-Intermediate Investment-Grade Debt Funds | PIMCO |
| PIMCO Short-Term Fund, Institutional | PTSHX | Ultra-Short Obligation Funds | PIMCO |
| Prudential Global Real Estate Fund, Z | PURZX | Global Real Estate Funds | Prudential Investments |
| Prudential Global Total Return Fund, Z | PZTRX | Global Income Funds | Prudential Investments |
| Homestead Small Company Stock Fund | HSCSX | Small-Cap Core Funds | RE Advisers Corporation |
| RidgeWorth Short-Term Municipal Bond Fund, I | CMDTX | Short Municipal Debt Funds | RidgeWorth Funds |
| Shelton NASDAQ-100 Index Fund, Direct | NASDX | Large-Cap Growth Funds | Shelton Capital Management |
| T. Rowe Price Capital Appreciation Fund | PRWCX | Mixed-Asset Target Allocation Growth Funds | T. Rowe Price Associates, Inc. |
| T. Rowe Price European Stock Fund | PRESX | European Region Funds | T. Rowe Price Associates, Inc. |
| T. Rowe Price Financial Services Fund | PRISX | Financial Services Funds | T. Rowe Price Associates, Inc. |
| T. Rowe Price Health Sciences Fund | PRHSX | Health/Biotechnology Funds | T. Rowe Price Associates, Inc. |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund | PMEGX | Mid-Cap Growth Funds | T. Rowe Price Associates, Inc. |
| T. Rowe Price International Growth & Income Fund | TRIGX | International Multi-Cap Value Funds | T. Rowe Price Associates, Inc. |
| T. Rowe Price Maryland Tax-Free Bond Fund | MDXBX | Maryland Municipal Debt Funds | T. Rowe Price Associates, Inc. |
| T. Rowe Price New Era Fund | PRNEX | Global Natural Resources Funds | T. Rowe Price Associates, Inc. |
| T. Rowe Price Retirement 2010 Fund | TRRAX | Mixed-Asset Target 2010 Funds | T. Rowe Price Associates, Inc. |
| T. Rowe Price Retirement 2020 Fund | TRRBX | Mixed-Asset Target 2020 Funds | T. Rowe Price Associates, Inc. |
| T. Rowe Price Retirement 2030 Fund | TRRCX | Mixed-Asset Target 2030 Funds | T. Rowe Price Associates, Inc. |
| T. Rowe Price Retirement 2040 Fund | TRRDX | Mixed-Asset Target 2040 Funds | T. Rowe Price Associates, Inc. |
| TCW Core Fixed Income Fund, I | TGCFX | Core Bond Funds | TCW Investment Management Company |
| TCW Total Return Bond Fund, I | TGLMX | U.S. Mortgage Funds | TCW Investment Management Company |
| Thornburg Limited Term Municipal Fund, Institutional | LTMIX | Short-Intermediate Municipal Debt Funds | Thornburg Investment Management, Inc. |
| Van Eck International Investors Gold Fund, A | INIVX | Precious Metals Equity Funds | Van Eck Associates Corporation |
| Vanguard Long-Term Investment-Grade Fund, Admiral | VWETX | Corporate Debt A-Rated Funds | Vanguard Group, Inc. |
| Vanguard Ohio Long-Term Tax-Exempt Fund, Investor | VOHIX | Ohio Municipal Debt Funds | Vanguard Group, Inc. |
| Vanguard Wellesley Income Fund, Admiral | VWIAX | Mixed-Asset Target Allocation Conservative Funds | Vanguard Group, Inc. |
| Victory Sycamore Established Value Fund, A | VETAX | Mid-Cap Value Funds | Victory Capital Management, Inc. |
| Waddell & Reed Asset Strategy Fund, Y | WYASX | Alternative Global Macro Funds | Waddell & Reed Investment Management Company |
| Wells Fargo Advantage Municipal Bond Fund, Admn | WMFDX | General & Insured Municipal Debt Funds | Wells Fargo Funds Management, LLC |
| Wells Fargo Advantage Short Duration Government Bond Fund, I | WSGIX | Short U.S. Government Funds | Wells Fargo Funds Management, LLC |
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