Interactive list of 2019 Lipper fund award winners

Full listing of all the funds honored, across all years of return and by category

Mar 7, 2019 @ 9:00 pm

By Ellie Zhu

The 2019 Refinitiv 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 and presented them below.

Use the interactive list to filter by years of return, and sort by fund category, fund company, ticker and fund name. Search for trophy to identify all 60 trophy winners.

fund family winners
Award Firm Size Company
Fixed Income Small Company Ashmore Funds
Overall Small Company GuideStone Funds Trust
Fixed Income Large Company Morgan Stanley Investment Management, Inc.
Overall Large Company PIMCO
Equity Large Company PIMCO
Equity Small Company PRIMECAP Management Company
Mixed Assets Small Company Thrivent Mutual Funds
Individual fund winners
All 3 year 5 year
10 year Trophy winners
Fund Name Ticker Classification Company Time Period
361 Global Managed Futures Strategy Fund, I AGFZX Alternative Managed Futures Funds 361 Capital, LLC 3
Aberdeen Realty Income & Growth Fund, Institutional AIGYX Real Estate Funds Aberdeen Asset Management 10
Stock Dividend Fund SDIVX Equity Income Funds Adams Asset Investors, LLC 3
Small Cap Value Fund, Inc. SCAPX Small-Cap Value Funds Adams Asset Investors, LLC 3
Spectrum Advisors Preferred Fund, Investor SAPEX Absolute Return Funds Advisors Preferred, LLC 3
AB Global Core Equity Portfolio, Advisor GCEYX Global Multi-Cap Core Funds AllianceBernstein, LP 3
AB Small Cap Growth Portfolio, I QUAIX Small-Cap Growth Funds AllianceBernstein, LP 10
AlphaCentric Income Opportunities Fund, I IOFIX Multi-Sector Income Funds AlphaCentric Advisors, LLC 3
Natixis ASG Tactical U.S. Market Fund, A USMAX Alternative Long/Short Equity Funds AlphaSimplex Group, LLC 5
Altegris Futures Evolution Strategy Fund, I EVOIX Alternative Managed Futures Funds Altegris Advisors, LLC 5
American Beacon Sound Point Floating Rate Income Fund, Institutional SPFLX Loan Participation Funds American Beacon Advisors, Inc. 5
American Century Zero Coupon 2025 Fund, Investor BTTRX General U.S. Treasury Funds American Century Investment Management, Inc. 3
American Funds Mortgage Fund, R6 RMAGX Intermediate U.S. Government Funds American Funds 3
American Funds Mortgage Fund, R6 RMAGX Intermediate U.S. Government Funds American Funds 5
American Funds 2010 Target Date Retirement Fund, R6 RFTTX Mixed-Asset Target 2010 Funds American Funds 5
American Funds 2030 Target Date Retirement Fund, R6 RFETX Mixed-Asset Target 2030 Funds American Funds 5
American Funds 2035 Target Date Retirement Fund, R6 RFFTX Mixed-Asset Target 2035 Funds American Funds 3
American Funds 2035 Target Date Retirement Fund, R6 RFFTX Mixed-Asset Target 2035 Funds American Funds 5
American Funds 2050 Target Date Retirement Fund, R6 RFITX Mixed-Asset Target 2050 Funds American Funds 3
American Funds 2050 Target Date Retirement Fund, R6 RFITX Mixed-Asset Target 2050 Funds American Funds 5
American Funds 2040 Target Date Retirement Fund, R6 RFGTX Mixed-Asset Target 2040 Funds American Funds 3
American Funds 2040 Target Date Retirement Fund, R6 RFGTX Mixed-Asset Target 2040 Funds American Funds 5
American Funds 2045 Target Date Retirement Fund, R6 RFHTX Mixed-Asset Target 2045 Funds American Funds 3
American Funds 2045 Target Date Retirement Fund, R6 RFHTX Mixed-Asset Target 2045 Funds American Funds 5
American Funds 2055 Target Date Retirement Fund, R6 RFKTX Mixed-Asset Target 2055+ Funds American Funds 5
American Funds Retirement Income Portfolio - Enhanced, R6 RVRPX Retirement Income Funds American Funds 3
Pioneer Multi-Asset Income Fund, K PMFKX Mixed-Asset Target Allocation Conservative Funds Amundi Pioneer Asset Management, Inc. 3
AQR Large Cap Defensive Style Fund, R6 QUERX Multi-Cap Core Funds AQR Capital Management, LLC 3
AQR Large Cap Defensive Style Fund, I AUEIX Multi-Cap Core Funds AQR Capital Management, LLC 5
Ashmore Emerging Markets Equity Fund, Institutional EMFIX Emerging Markets Funds Ashmore Funds 3
Ashmore Emerging Markets Short Duration Fund, Institutional ESFIX Emerging Markets Hard Currency Debt Funds Ashmore Funds 3
Ashmore Emerging Markets Local Currency Bond Fund, Institutional ELBIX Emerging Markets Local Currency Debt Funds Ashmore Funds 3
1290 SmartBeta Equity Fund, T TNBCX Global Large-Cap Core Funds AXA Equitable Funds Management Group, LLC 3
Baron Global Advantage Fund, Institutional BGAIX Global Multi-Cap Growth Funds BAMCO, Inc. 3
BlackRock Event Driven Equity Fund, Institutional BILPX Alternative Event Driven Funds BlackRock, Inc. 5
BlackRock California Municipal Opportunities Fund, Institutional MACMX California Intermediate Municipal Debt Funds BlackRock, Inc. 3
BlackRock Commodity Strategies Fund, Institutional BICSX Commodities General Funds BlackRock, Inc. 3
BlackRock Emerging Markets Dividend Fund, Institutional BICHX International Equity Income Funds BlackRock, Inc. 3
BlackRock Strategic Municipal Opportunities Fund, Institutional MAMTX Intermediate Municipal Debt Funds BlackRock, Inc. 3
BlackRock Strategic Municipal Opportunities Fund, Institutional MAMTX Intermediate Municipal Debt Funds BlackRock, Inc. 5
BlackRock LifePath Smart Beta Retirement Fund, K BIPBX Mixed-Asset Target Today Funds BlackRock, Inc. 10
BlackRock Mid-Cap Growth Equity Portfolio, Institutional CMGIX Mid-Cap Growth Funds BlackRock, Inc. 5
BlackRock New York Municipal Opportunities Fund, Institutional MANKX New York Intermediate Municipal Debt Funds BlackRock, Inc. 3
Catalyst IPOx Allocation Fund, I OIPIX Alternative Event Driven Funds Catalyst Funds 3
Catalyst/Lyons Tactical Allocation Fund, A CLTAX Flexible Portfolio Funds Catalyst Funds 5
Catalyst/SMH High Income Fund, I HIIIX High Yield Funds Catalyst Funds 3
Catalyst/SMH Total Return Income Fund, I TRIIX Mixed-Asset Target Allocation Moderate Funds Catalyst Funds 3
Cavalier Adaptive Income Fund, Institutional CADTX General Bond Funds Cavalier Investments, Inc. 3
Schwab Fundamental Global Real Estate Index Fund SFREX Global Real Estate 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. 10
Schwab Fundamental US Large Company Index Fund SFLNX Large-Cap Value Funds Charles Schwab Investment Management, Inc. 10
Cohen & Steers MLP & Energy Opportunity Fund, Z MLOZX Energy MLP Funds Cohen & Steers Capital Management, Inc. 3
Cohen & Steers Real Estate Securities Fund, I CSDIX Real Estate Funds Cohen & Steers Capital Management, Inc. 5
Columbia Dividend Income Fund, I3 CDDYX Equity Income Funds Columbia Threadneedle Investments 5
Columbia AMT-Free New York Intermediate Muni Bond Fund, I GNYTX New York Intermediate Municipal Debt Funds Columbia Threadneedle Investments 5
Columbia Global Technology Growth Fund, I2 CTHRX Science & Technology Funds Columbia Threadneedle Investments 5
Copley Fund COPLX Multi-Cap Value Funds Copley Financial Services Corporation 3
Copley Fund COPLX Multi-Cap Value Funds Copley Financial Services Corporation 5
Credit Suisse Strategic Income Fund, I CSOIX Multi-Sector Income Funds Credit Suisse Asset Management, LLC 5
Steward Global Equity Income Fund, Institutional SGISX Global Equity Income Funds Crossmark Global Investments 10
Steward Global Equity Income Fund, Institutional SGISX Global Equity Income Funds Crossmark Global Investments 3
Steward Global Equity Income Fund, Institutional SGISX Global Equity Income Funds Crossmark Global Investments 5
Davis Real Estate Fund, Y DREYX Real Estate Funds Davis Selected Advisers, LP 3
Delaware Extended Duration Bond Fund, Institutional DEEIX Corporate Debt BBB-Rated Funds Delaware Management Company 10
Diamond Hill Corporate Credit Fund, Y DSIYX High Yield Funds Diamond Hill Capital Management, Inc. 5
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 Global Stock Fund DODWX Global Large-Cap Value Funds Dodge & Cox 3
Dodge & Cox Global Stock Fund DODWX Global Large-Cap Value Funds Dodge & Cox 5
DoubleLine Shiller Enhanced CAPE, I DSEEX Large-Cap Value Funds DoubleLine Funds 3
DoubleLine Shiller Enhanced CAPE, I DSEEX Large-Cap Value Funds DoubleLine Funds 5
BNY Mellon Income Stock Fund, M MPISX Equity Income Funds Dreyfus Corporation 10
Eaton Vance Greater China Growth Fund, I EICGX China Region Funds Eaton Vance Management 3
Eaton Vance Core Plus Bond Fund, I EIBAX Core Plus Bond Funds Eaton Vance Management 3
Eaton Vance Emerging Markets Debt Opportunities Fund, R6 EELDX Emerging Markets Local Currency Debt Funds Eaton Vance Management 5
Eaton Vance Floating-Rate Advantage Fund, I EIFAX Loan Participation Funds Eaton Vance Management 10
Eaton Vance Massachusetts Municipal Income Fund, I EIMAX Massachusetts Municipal Debt Funds Eaton Vance Management 10
Eaton Vance New Jersey Municipal Income Fund, I EINJX New Jersey Municipal Debt Funds Eaton Vance Management 10
Eaton Vance Short Duration Municipal Opportunities Fund, I EMAIX Short-Intermediate Municipal Debt Funds Eaton Vance Management 3
Eaton Vance Short Duration Municipal Opportunities Fund, I EMAIX Short-Intermediate Municipal Debt Funds Eaton Vance Management 5
Eaton Vance Government Obligations Fund, I EIGOX Short-Intermediate U.S. Government Funds Eaton Vance Management 3
Eaton Vance Government Obligations Fund, I EIGOX Short-Intermediate U.S. Government Funds Eaton Vance Management 5
Eaton Vance Short Duration Government Income Fund, I EILDX Short U.S. Government Funds Eaton Vance Management 3
Eaton Vance Short Duration Government Income Fund, I EILDX Short U.S. Government Funds Eaton Vance Management 5
EuroPac Gold Fund, A EPGFX Precious Metals Equity Funds Euro Pacific Asset Management, LLC 3
EuroPac Gold Fund, A EPGFX Precious Metals Equity Funds Euro Pacific Asset Management, LLC 5
Fidelity China Region Fund FHKCX China Region Funds Fidelity Management & Research Company 10
Fidelity Advisor Emerging Asia Fund, I FERIX Emerging Markets Funds Fidelity Management & Research Company 10
Fidelity Advisor Emerging Asia Fund, I FERIX Emerging Markets Funds Fidelity Management & Research Company 5
Fidelity Series Emerging Markets Debt Fund FEDCX Emerging Markets Hard Currency Debt Funds Fidelity Management & Research Company 5
Fidelity Series Intrinsic Opportunistic Fund FDMLX Global Multi-Cap Value Funds Fidelity Management & Research Company 3
Fidelity Series Intrinsic Opportunistic Fund FDMLX Global Multi-Cap Value Funds Fidelity Management & Research Company 5
Fidelity Select Medical Equipment and Systems Portfolio FSMEX Health/Biotechnology Funds Fidelity Management & Research Company 3
Fidelity Select Medical Equipment and Systems Portfolio FSMEX Health/Biotechnology Funds Fidelity Management & Research Company 5
Fidelity Advisor High Income Advantage Fund, I FAHCX High Yield Funds Fidelity Management & Research Company 10
Fidelity Select Defense and Aerospace Portfolio FSDAX Industrials Funds Fidelity Management & Research Company 3
Fidelity Select Defense and Aerospace Portfolio FSDAX Industrials Funds Fidelity Management & Research Company 5
Fidelity International Capital Appreciation Fund FIVFX International Multi-Cap Growth Funds Fidelity Management & Research Company 10
Fidelity Advisor International Real Estate Fund, I FIRIX International Real Estate Funds Fidelity Management & Research Company 3
Fidelity International Small Cap Fund FISMX International Small/Mid-Cap Core Funds Fidelity Management & Research Company 3
Fidelity Advisor International Small Cap Fund, I FIXIX International Small/Mid-Cap Core Funds Fidelity Management & Research Company 5
Fidelity Freedom 2015 Fund FFVFX Mixed-Asset Target 2015 Funds Fidelity Management & Research Company 5
Fidelity OTC Portfolio, K FOCKX Multi-Cap Growth Funds Fidelity Management & Research Company 10
Fidelity Advisor Managed Retirement 2025 Fund, I FIRFX Retirement Income Funds Fidelity Management & Research Company 10
Fidelity Advisor Managed Retirement 2025 Fund, I FIRFX Retirement Income Funds Fidelity Management & Research Company 5
Fidelity Advisor Energy Fund, I FANIX Natural Resources Funds Fidelity Management & Research Company 10
Fidelity Select Utilities Portfolio FSUTX Utility Funds Fidelity Management & Research Company 3
First Trust Preferred Securities and Income Fund, I FPEIX Flexible Income Funds First Trust Advisors, LP 5
Firsthand Technology Opportunities Fund TEFQX Science & Technology Funds Firsthand Capital Management, Inc. 3
Franklin K2 Alternative Strategies Fund, R6 FASRX Alternative Multi-Strategy Funds Franklin Templeton Investments 5
Franklin Convertible Securities Fund, Advisor FCSZX Convertible Securities Funds Franklin Templeton Investments 10
Franklin Convertible Securities Fund, R6 FCSKX Convertible Securities Funds Franklin Templeton Investments 3
Franklin Convertible Securities Fund, Advisor FCSZX Convertible Securities Funds Franklin Templeton Investments 5
Templeton Global Total Return Fund, Advisor TTRZX International Income Funds Franklin Templeton Investments 10
Franklin New York Intermediate-Term Tax-Free Income Fund, A1 FKNIX New York Intermediate Municipal Debt Funds Franklin Templeton Investments 10
Frost Credit Fund, Institutional FCFIX Alternative Credit Focus Funds Frost Investment Advisors, LLC 5
GAMCO Global Growth Fund, I GGGIX Global Large-Cap Growth Funds Gabelli Funds, LLC 10
Gotham Enhanced 500 Fund, Institutional GENFX Alternative Long/Short Equity Funds Gotham Asset Management, LLC 3
GMO Special Opportunities Fund, VI GSOFX Alternative Global Macro Funds Grantham Mayo Van Otterloo & Company, LLC 3
GMO Emerging Country Debt Fund, IV GMDFX Emerging Markets Hard Currency Debt Funds Grantham Mayo Van Otterloo & Company, LLC 10
GMO Resources Fund, IV GOVIX Global Natural Resources Funds Grantham Mayo Van Otterloo & Company, LLC 3
GMO Resources Fund, IV GOVIX Global Natural Resources Funds Grantham Mayo Van Otterloo & Company, LLC 5
GMO Quality Fund, V GQLFX Large-Cap Core Funds Grantham Mayo Van Otterloo & Company, LLC 3
Guggenheim Alpha Opportunity Fund, Institutional SAOIX Alternative Long/Short Equity Funds Guggenheim Investments 10
Great-West Mid Cap Value Fund, Institutional MXKJX Mid-Cap Value Funds GW Capital Management, LLC 3
Great-West Mid Cap Value Fund, Investor MXMVX Mid-Cap Value Funds GW Capital Management, LLC 5
Great-West Aggressive Profile Fund, Investor MXAPX Mixed-Asset Target Allocation Aggressive Growth Funds GW Capital Management, LLC 10
Hartford Municipal Opportunities Fund, I HHMIX Intermediate Municipal Debt Funds Hartford Funds 10
Hartford Schroders International Multi-Cap Value Fund, I SIDNX International Multi-Cap Value Funds Hartford Funds 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 Floating Rate High Income Fund, R5 HFHTX Loan Participation Funds Hartford Funds 3
Harvest Asian Bond Fund, Institutional HXIIX International Income Funds Harvest Global Investments Limited 3
Harvest Asian Bond Fund, Institutional HXIIX International Income Funds Harvest Global Investments Limited 5
Hennessy Japan Small Cap Fund, Institutional HJSIX Japanese Funds Hennessy Advisors, Inc. 3
Highland Opportunistic Credit Fund, Z HNRZX Alternative Credit Focus Funds Highland Capital Management Fund Advisors, LP 3
Highland Fixed Income Fund, Y HFBYX Core Bond Funds Highland Capital Management Fund Advisors, LP 3
Hotchkis & Wiley Value Opportunities Fund, I HWAIX Multi-Cap Value Funds Hotchkis & Wiley Capital Management, LLC 10
Hotchkis & Wiley Small Cap Value Fund, I HWSIX Small-Cap Value Funds Hotchkis & Wiley Capital Management, LLC 10
ICON Natural Resources Fund, S ICBMX Natural Resources Funds Icon Funds 3
ICON Natural Resources Fund, S ICBMX Natural Resources Funds Icon Funds 5
Infinity Q Diversified Alpha Fund, Institutional IQDNX Alternative Multi-Strategy Funds Infinity Q Capital Management, LLC 3
Invesco European Small Company Fund, Y ESMYX European Region Funds Invesco Funds 10
Invesco European Small Company Fund, Y ESMYX European Region Funds Invesco Funds 3
Invesco Strategic Real Return Fund, Y SRRYX Inflation-Protected Bond Funds Invesco Funds 3
Invesco Limited Term Municipal Income Fund, A2 AITFX Short-Intermediate Municipal Debt Funds Invesco Funds 10
Invesco Asia Pacific Growth Fund, Y ASIYX Pacific Ex-Japan Funds Invesco Funds 10
JPMorgan Global Research Enhanced Index, I JEITX Global Large-Cap Core Funds J.P. Morgan Funds 5
JPMorgan Global Bond Opportunities, R6 GBONX Global Income Funds J.P. Morgan Funds 5
JPMorgan International Equity Income Fund, R5 JEIRX International Equity Income Funds J.P. Morgan Funds 5
John Hancock Global Short Duration Credit Fund, NAV Global Income Funds John Hancock Group 3
KCM Macro Trends Fund, R-1 KCMTX Alternative Global Macro Funds Kerns Capital Management, Inc. 5
Kinetics Market Opportunities Fund, Institutional KMKYX Flexible Portfolio Funds Kinetics Asset Management, LLC 3
Catholic Investor International Equity Fund, I KCIIX International Multi-Cap Core Funds Knights of Columbus Asset Advisors, LLC 3
Lazard Global Listed Infrastructure Portfolio, Institutional GLIFX Global Infrastructure Funds Lazard Asset Management, LLC 5
QS Global Equity Fund, I SMYIX Global Multi-Cap Core Funds Legg Mason 5
Western Asset Core Bond Fund, IS WACSX Core Bond Funds Legg Mason 5
LoCorr Long/Short Commodities Strategy Fund, I LCSIX Commodities General Funds LoCorr Fund Management, LLC 5
Loomis Sayles Global Allocation Fund, Y LSWWX Flexible Portfolio Funds Loomis Sayles & Company, LP 10
Natixis Loomis Sayles Limited Term Government and Agency Fund, Y NELYX Short-Intermediate U.S. Government Funds Loomis Sayles & Company, LP 10
Lord Abbett Short Duration Income Fund, I LLDYX Short Investment-Grade Debt Funds Lord Abbett & Company, LLC 10
Matthews Asia Value Fund, Institutional MAVAX Pacific Region Funds Matthews International Capital Management, LLC 3
Matthews Pacific Tiger Fund, Institutional MIPTX Pacific Ex-Japan Funds Matthews International Capital Management, LLC 5
MFS Global Real Estate Fund, R6 MGLRX Global Real Estate Funds MFS Investment Management 5
MFS Aggressive Growth Allocation Fund, R4 MAALX Mixed-Asset Target Allocation Aggressive Growth Funds MFS Investment Management 3
MFS New Discovery Value Fund, R6 NDVVX Small-Cap Value Funds MFS Investment Management 5
Morgan Stanley Institutional Corporate Bond Portfolio, I MPFDX Corporate Debt BBB-Rated 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. 5
Morgan Stanley Institutional Core Plus Fixed Income Portfolio, I MPFIX Core Plus Bond Funds Morgan Stanley Investment Management, Inc. 5
Morgan Stanley Global Fixed Income Opportunities Fund, I DINDX Global Income Funds Morgan Stanley Investment Management, Inc. 10
Morgan Stanley Institutional Global Opportunity Portfolio, I MGGIX Global Multi-Cap Growth Funds Morgan Stanley Investment Management, Inc. 10
Morgan Stanley Institutional Global Opportunity Portfolio, IS MGTSX Global Multi-Cap Growth Funds Morgan Stanley Investment Management, Inc. 5
Morgan Stanley U.S. Government Securities Trust, I USGDX General U.S. Government Funds Morgan Stanley Investment Management, Inc. 3
Morgan Stanley Institutional International Advantage Portfolio, I MFAIX International Multi-Cap Growth Funds Morgan Stanley Investment Management, Inc. 3
Morgan Stanley Institutional International Advantage Portfolio, I MFAIX International Multi-Cap Growth Funds Morgan Stanley Investment Management, Inc. 5
Morgan Stanley Multi Cap Growth Trust, IS MCRTX Multi-Cap Growth Funds Morgan Stanley Investment Management, Inc. 5
Morgan Stanley Institutional Short Duration Income Portfolio, I MPLDX Short Investment-Grade Debt Funds Morgan Stanley Investment Management, Inc. 5
Morgan Stanley Mortgage Securities Trust, I MTGDX U.S. Mortgage Funds Morgan Stanley Investment Management, Inc. 5
Neuberger Berman Greater China Equity Fund, Institutional NCEIX China Region Funds Neuberger Berman Management, LLC 5
Nuveen California High Yield Municipal Bond Fund, I NCHRX California Municipal Debt Funds Nuveen Fund Advisors, LLC 10
Nuveen California High Yield Municipal Bond Fund, I NCHRX California Municipal Debt Funds Nuveen Fund Advisors, LLC 5
Nuveen Equity Market Neutral Fund, I NIMEX Alternative Equity Market Neutral Funds Nuveen Fund Advisors, LLC 3
Nuveen Equity Market Neutral Fund, I NIMEX Alternative Equity Market Neutral Funds Nuveen Fund Advisors, LLC 5
Nuveen High Yield Municipal Bond Fund, I NHMRX High Yield Municipal Debt Funds Nuveen Fund Advisors, LLC 10
Nuveen Massachusetts Municipal Bond Fund, I NBMAX Massachusetts Municipal Debt Funds Nuveen Fund Advisors, LLC 5
Nuveen Minnesota Municipal Bond Fund, I FYMNX Minnesota Municipal Debt Funds Nuveen Fund Advisors, LLC 10
Nuveen Minnesota Municipal Bond Fund, I FYMNX Minnesota Municipal Debt Funds Nuveen Fund Advisors, LLC 5
Nuveen Virginia Municipal Bond Fund, I NMVAX Virginia Municipal Debt Funds Nuveen Fund Advisors, LLC 10
Nuveen Virginia Municipal Bond Fund, I NMVAX Virginia Municipal Debt Funds Nuveen Fund Advisors, LLC 3
Nuveen Virginia Municipal Bond Fund, I NMVAX Virginia Municipal Debt Funds Nuveen Fund Advisors, LLC 5
Pin Oak Equity Fund POGSX Multi-Cap Core Funds Oak Associates, Ltd. 10
Red Oak Technology Select Fund ROGSX Science & Technology Funds Oak Associates, Ltd. 10
Oppenheimer Rochester California Municipal Fund, Y OCAYX California Municipal Debt Funds OppenheimerFunds, Inc. 3
Oppenheimer Rochester AMT-Free Municipal Fund, A OPTAX General & Insured Municipal Debt Funds OppenheimerFunds, Inc. 10
Oppenheimer Rochester AMT-Free Municipal Fund, Y OMFYX General & Insured Municipal Debt Funds OppenheimerFunds, Inc. 3
Oppenheimer Rochester AMT-Free Municipal Fund, Y OMFYX General & Insured Municipal Debt Funds OppenheimerFunds, Inc. 5
Oppenheimer Global Opportunities Fund, I OGIIX Global Small-/Mid-Cap Funds OppenheimerFunds, Inc. 3
Oppenheimer Global Opportunities Fund, I OGIIX Global Small-/Mid-Cap Funds OppenheimerFunds, Inc. 5
Oppenheimer Rochester High Yield Municipal Fund, Y ORNYX High Yield Municipal Debt Funds OppenheimerFunds, Inc. 3
Oppenheimer Rochester High Yield Municipal Fund, Y ORNYX High Yield Municipal Debt Funds OppenheimerFunds, Inc. 5
Oppenheimer International Small-Mid Company Fund, Y OSMYX International Small/Mid-Cap Growth Funds OppenheimerFunds, Inc. 10
Oppenheimer International Small-Mid Company Fund, I OSCIX International Small/Mid-Cap Growth Funds OppenheimerFunds, Inc. 5
Oppenheimer Rochester Fund Municipals Fund, Y RMUYX New York Municipal Debt Funds OppenheimerFunds, Inc. 10
Oppenheimer Rochester Fund Municipals Fund, Y RMUYX New York Municipal Debt Funds OppenheimerFunds, Inc. 3
Oppenheimer Rochester Fund Municipals Fund, Y RMUYX New York Municipal Debt Funds OppenheimerFunds, Inc. 5
Oppenheimer Rochester Pennsylvania Municipal Fund, A OPATX Pennsylvania Municipal Debt Funds OppenheimerFunds, Inc. 10
Oppenheimer Rochester Pennsylvania Municipal Fund, Y OPAYX Pennsylvania Municipal Debt Funds OppenheimerFunds, Inc. 3
Oppenheimer Rochester Pennsylvania Municipal Fund, Y OPAYX Pennsylvania Municipal Debt Funds OppenheimerFunds, Inc. 5
Oppenheimer Short Term Municipal Fund, Y ORSYX Short Municipal Debt Funds OppenheimerFunds, Inc. 3
Oppenheimer Short Term Municipal Fund, Y ORSYX Short Municipal Debt Funds OppenheimerFunds, Inc. 5
Oppenheimer Limited-Term Government Fund, Y OLTYX Short U.S. Government Funds OppenheimerFunds, Inc. 10
PGIM Jennison Utility Fund, Z PRUZX Utility Funds PGIM Investments, LLC 10
PIMCO Mortgage Opportunities and Bond Fund, Institutional PMZIX Absolute Return Funds PIMCO 5
PIMCO Preferred and Capital Securities Fund, Institutional PFINX Flexible Income Funds PIMCO 3
PIMCO Long-Term Credit Fund, Institutional PTCIX General Bond Funds PIMCO 5
PIMCO GNMA and Government Securities Fund, Institutional PDMIX GNMA Funds PIMCO 10
PIMCO Long-Term U.S. Government Fund, Institutional PGOVX General U.S. Government Funds PIMCO 10
PIMCO Long-Term U.S. Government Fund, Institutional PGOVX General U.S. Government Funds PIMCO 5
PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged), Institutional PISIX International Multi-Cap Core Funds PIMCO 10
PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged), Institutional PISIX International Multi-Cap Core Funds PIMCO 5
PIMCO Fixed Income SHares Series R FXIRX Inflation-Protected Bond Funds PIMCO 10
PIMCO StocksPLUS Absolute Return Fund, Institutional PSPTX Large-Cap Core Funds PIMCO 10
PIMCO RealPath Blend Income Fund, Institutional PBRNX Mixed-Asset Target Today Funds PIMCO 3
PIMCO Income Fund, Institutional PIMIX Multi-Sector Income Funds PIMCO 10
PIMCO StocksPLUS Small Fund, Institutional PSCSX Small-Cap Core Funds PIMCO 10
PIMCO Low Duration Income Fund, Institutional PFIIX Short Investment-Grade Debt Funds PIMCO 3
PIMCO Short-Term Fund, Institutional PTSHX Ultra-Short Obligation Funds PIMCO 10
PIMCO Short-Term Fund, Institutional PTSHX Ultra-Short Obligation Funds PIMCO 3
PIMCO Short-Term Fund, Institutional PTSHX Ultra-Short Obligation Funds PIMCO 5
Polaris Global Value Fund PGVFX Global Multi-Cap Value Funds Polaris Capital Management, LLC 10
Polen Global Growth Fund, Institutional PGIIX Global Large-Cap Growth Funds Polen Capital Management, LLC 3
Vanguard PRIMECAP Fund, Admiral VPMAX Large-Cap Core Funds PRIMECAP Management Company 5
Principal Global Real Estate Securities Fund, Institutional POSIX Global Real Estate Funds Principal Global Investors, LLC 10
ProFunds Short Oil & Gas ProFund, Investor SNPIX Dedicated Short-Bias Funds ProFunds Group 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
Putnam Income Fund, Y PNCYX Core Bond Funds Putnam Investment Management, LLC 10
RiverNorth Core Opportunity Fund, R RNCOX Alternative Global Macro Funds RiverNorth Capital Management, Inc. 10
RMB Mendon Financial Services Fund, A RMBKX Financial Services Funds RMB Capital Management 5
Ave Maria Bond Fund AVEFX Corporate Debt A-Rated Funds Schwartz Investment Counsel, Inc. 3
SEI Defensive Strategy Allocation Fund, F STDAX Mixed-Asset Target Allocation Moderate Funds SEI Group 10
Seven Canyons World Innovators Fund, Investor WAGTX Global Small-/Mid-Cap Funds Seven Canyons Advisors, LLC 10
Shelton NASDAQ-100 Index Fund, Direct NASDX Large-Cap Growth Funds Shelton Capital Management 10
Sit Minnesota Tax-Free Income Fund SMTFX Minnesota Municipal Debt Funds Sit Investment Associates, Inc. 3
AIG Flexible Credit Fund, A SHNAX Alternative Credit Focus Funds SunAmerica Asset Management, LLC 10
T. Rowe Price Financial Services Fund PRISX Financial Services Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price New Era Fund PRNEX Global Natural Resources 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 Overseas Stock Fund TROSX International Large-Cap Core Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price Institutional International Core Equity Fund TRCEX International Large-Cap Core Funds T. Rowe Price Associates, Inc. 5
T. Rowe Price Institutional Large-Cap Growth Fund TRLGX Large-Cap Growth Funds T. Rowe Price Associates, Inc. 3
T. Rowe Price Institutional Large-Cap Growth Fund TRLGX Large-Cap Growth Funds T. Rowe Price Associates, Inc. 5
T. Rowe Price Retirement 2010 Fund TRRAX Mixed-Asset Target 2010 Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price Retirement I 2010 Fund, I TRPAX Mixed-Asset Target 2010 Funds T. Rowe Price Associates, Inc. 3
T. Rowe Price Retirement 2020 Fund TRRBX Mixed-Asset Target 2020 Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price Retirement 2020 Fund TRRBX Mixed-Asset Target 2020 Funds T. Rowe Price Associates, Inc. 5
T. Rowe Price Retirement 2030 Fund TRRCX Mixed-Asset Target 2030 Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price Retirement 2035 Fund TRRJX Mixed-Asset Target 2035 Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price Retirement 2050 Fund TRRMX Mixed-Asset Target 2050 Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price Retirement 2015 Fund TRRGX Mixed-Asset Target 2015 Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price Retirement 2025 Fund TRRHX Mixed-Asset Target 2025 Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price Retirement 2025 Fund TRRHX Mixed-Asset Target 2025 Funds T. Rowe Price Associates, Inc. 5
T. Rowe Price Retirement 2040 Fund TRRDX Mixed-Asset Target 2040 Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price Retirement 2045 Fund TRRKX Mixed-Asset Target 2045 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 Capital Appreciation Fund PRWCX Mixed-Asset Target Allocation Growth Funds T. Rowe Price Associates, Inc. 10
T. Rowe Price Asia Opportunities Fund TRAOX Pacific Ex-Japan Funds T. Rowe Price Associates, Inc. 3
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 IM Funds 3
Thompson Bond Fund THOPX Short-Intermediate Investment-Grade Debt Funds Thompson IM Funds 5
Thrivent Mid Cap Stock Fund, S TMSIX Mid-Cap Core Funds Thrivent Mutual Funds 10
Thrivent Mid Cap Stock Fund, S TMSIX Mid-Cap Core Funds Thrivent Mutual Funds 3
Thrivent Mid Cap Stock Fund, S TMSIX Mid-Cap Core Funds Thrivent Mutual Funds 5
Thrivent Aggressive Allocation Fund, S TAAIX Mixed-Asset Target Allocation Aggressive Growth Funds Thrivent Mutual Funds 5
Thrivent Small Cap Stock Fund, S TSCSX Small-Cap Core Funds Thrivent Mutual Funds 3
Thrivent Small Cap Stock Fund, S TSCSX Small-Cap Core Funds Thrivent Mutual Funds 5
TIAA-CREF Lifecycle Retirement Income Fund, Institutional TLRIX Mixed-Asset Target Today Funds TIAA Investments 5
TIAA-CREF Lifecycle Index 2060 Fund, Institutional TVIIX Mixed-Asset Target 2055+ Funds TIAA Investments 3
Tortoise MLP & Pipeline Fund, Institutional TORIX Energy MLP Funds Tortoise Capital Advisors, LLC 5
USAA Intermediate-Term Bond Fund, Institutional UIITX Core Plus Bond Funds USAA Asset Management Company 10
VanEck International Investors Gold Fund, I INIIX Precious Metals Equity Funds Van Eck Associates Corporation 10
Vanguard Long-Term Investment-Grade Fund, Admiral VWETX Corporate Debt A-Rated Funds Vanguard Group, Inc. 10
Vanguard Long-Term Investment-Grade Fund, Admiral VWETX Corporate Debt A-Rated Funds Vanguard Group, Inc. 5
Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral VCADX California Intermediate Municipal Debt Funds Vanguard Group, Inc. 10
Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral VCADX California Intermediate Municipal Debt Funds Vanguard Group, Inc. 5
Vanguard Financials Index Fund, Admiral VFAIX Financial Services Funds Vanguard Group, Inc. 3
Vanguard GNMA Fund, Admiral VFIJX GNMA Funds Vanguard Group, Inc. 5
Vanguard International Value Fund, Investor VTRIX International Large-Cap Core Funds Vanguard Group, Inc. 3
Vanguard International Growth Fund, Admiral VWILX International Large-Cap Growth Funds Vanguard Group, Inc. 10
Vanguard International Growth Fund, Admiral VWILX International Large-Cap Growth Funds Vanguard Group, Inc. 3
Vanguard International Growth Fund, Admiral VWILX International Large-Cap Growth Funds Vanguard Group, Inc. 5
Vanguard Massachusetts Tax-Exempt Fund, Investor VMATX Massachusetts Municipal Debt Funds Vanguard Group, Inc. 3
Vanguard Mid-Cap Value Index Fund, Investor VMVIX Mid-Cap Value Funds Vanguard Group, Inc. 10
Vanguard New Jersey Long-Term Tax-Exempt Fund, Admiral VNJUX New Jersey Municipal Debt Funds Vanguard Group, Inc. 3
Vanguard New Jersey Long-Term Tax-Exempt Fund, Admiral VNJUX New Jersey Municipal Debt Funds Vanguard Group, Inc. 5
Vanguard Ohio Long-Term Tax-Exempt Fund, Investor VOHIX Ohio Municipal Debt Funds Vanguard Group, Inc. 10
Vanguard Ohio Long-Term Tax-Exempt Fund, Investor VOHIX Ohio Municipal Debt Funds Vanguard Group, Inc. 3
Vanguard Ohio Long-Term Tax-Exempt Fund, Investor VOHIX Ohio Municipal Debt Funds Vanguard Group, Inc. 5
Vanguard Utilities Index Fund, Admiral VUIAX Utility Funds Vanguard Group, Inc. 5
Virtus Vontobel Global Opportunities Fund, I WWOIX Global Large-Cap Growth Funds Virtus Investment Partners, Inc. 5
Virtus KAR Mid-Cap Growth Fund, I PICMX Mid-Cap Growth Funds Virtus Investment Partners, Inc. 3
Virtus KAR Small-Cap Growth Fund, I PXSGX Small-Cap Growth Funds Virtus Investment Partners, Inc. 3
Virtus KAR Small-Cap Growth Fund, I PXSGX Small-Cap Growth Funds Virtus Investment Partners, Inc. 5
Virtus Newfleet Multi-Sector Short Term Bond Fund, I PIMSX Short-Intermediate Investment-Grade Debt Funds Virtus Investment Partners, Inc. 10
Virtus Seix Short-Term Municipal Bond Fund, I CMDTX Short Municipal Debt Funds Virtus Investment Partners, Inc. 10
Voya CBRE Global Infrastructure Fund, I VCRIX Global Infrastructure Funds Voya Investments, LLC 3
Voya GNMA Income Fund, I LEINX GNMA Funds Voya Investments, LLC 3
Voya Securitized Credit Fund, P VSCFX U.S. Mortgage Funds Voya Investments, LLC 3
WCM International Small Cap Growth Fund, Institutional WCMSX International Small/Mid-Cap Growth Funds WCM Investment Management 3
Wells Fargo Real Return Fund, Administrator IPBIX Inflation-Protected Bond Funds Wells Fargo Funds Management, LLC 5
Wells Fargo Dynamic Target 2020 Fund, R6 WDTHX Mixed-Asset Target 2020 Funds Wells Fargo Funds Management, LLC 3
Wells Fargo Dynamic Target 2030 Fund, R6 WDTSX Mixed-Asset Target 2030 Funds Wells Fargo Funds Management, LLC 3
Wells Fargo Dynamic Target 2015 Fund, R6 WDTZX Mixed-Asset Target 2015 Funds Wells Fargo Funds Management, LLC 3
Wells Fargo Dynamic Target 2025 Fund, R6 WDTMX Mixed-Asset Target 2025 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 10
Wells Fargo Diversified Income Builder Fund, Institutional EKSYX Mixed-Asset Target Allocation Conservative 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 3
Wells Fargo Diversified Capital Builder Fund, I EKBYX Mixed-Asset Target Allocation Growth Funds Wells Fargo Funds Management, LLC 5
Wells Fargo Index Asset Allocation Fund, Administrator WFAIX Mixed-Asset Target Allocation Moderate Funds Wells Fargo Funds Management, LLC 5
Zevenbergen Genea Fund, Institutional ZVGIX Multi-Cap Growth Funds Zevenbergen Capital Investments, LLC 3
American Funds Mortgage Fund, R6 RMAGX Intermediate U.S. Government Funds American Funds trophywinners
American Funds 2035 Target Date Retirement Fund, R6 RFFTX Mixed-Asset Target 2035 Funds American Funds trophywinners
American Funds 2050 Target Date Retirement Fund, R6 RFITX Mixed-Asset Target 2050 Funds American Funds trophywinners
American Funds 2040 Target Date Retirement Fund, R6 RFGTX Mixed-Asset Target 2040 Funds American Funds trophywinners
American Funds 2045 Target Date Retirement Fund, R6 RFHTX Mixed-Asset Target 2045 Funds American Funds trophywinners
AQR Large Cap Defensive Style Fund, R6 QUERX Multi-Cap Core Funds AQR Capital Management, LLC trophywinners
BlackRock Strategic Municipal Opportunities Fund, Institutional MAMTX Intermediate Municipal Debt Funds BlackRock, Inc. trophywinners
Copley Fund COPLX Multi-Cap Value Funds Copley Financial Services Corporation trophywinners
Steward Global Equity Income Fund, Institutional SGISX Global Equity Income Funds Crossmark Global Investments trophywinners
Dodge & Cox Global Stock Fund DODWX Global Large-Cap Value Funds Dodge & Cox trophywinners
DoubleLine Shiller Enhanced CAPE, I DSEEX Large-Cap Value Funds DoubleLine Funds trophywinners
Eaton Vance Short Duration Municipal Opportunities Fund, I EMAIX Short-Intermediate Municipal Debt Funds Eaton Vance Management trophywinners
Eaton Vance Government Obligations Fund, I EIGOX Short-Intermediate U.S. Government Funds Eaton Vance Management trophywinners
Eaton Vance Short Duration Government Income Fund, I EILDX Short U.S. Government Funds Eaton Vance Management trophywinners
EuroPac Gold Fund, A EPGFX Precious Metals Equity Funds Euro Pacific Asset Management, LLC trophywinners
Fidelity Advisor Emerging Asia Fund, I FERIX Emerging Markets Funds Fidelity Management & Research Company trophywinners
Fidelity Series Intrinsic Opportunistic Fund FDMLX Global Multi-Cap Value Funds Fidelity Management & Research Company trophywinners
Fidelity Select Medical Equipment and Systems Portfolio FSMEX Health/Biotechnology Funds Fidelity Management & Research Company trophywinners
Fidelity Select Defense and Aerospace Portfolio FSDAX Industrials Funds Fidelity Management & Research Company trophywinners
Fidelity International Small Cap Fund FISMX International Small/Mid-Cap Core Funds Fidelity Management & Research Company trophywinners
Fidelity Advisor Managed Retirement 2025 Fund, I FIRFX Retirement Income Funds Fidelity Management & Research Company trophywinners
Franklin Convertible Securities Fund, R6 FCSKX Convertible Securities Funds Franklin Templeton Investments trophywinners
GMO Resources Fund, IV GOVIX Global Natural Resources Funds Grantham Mayo Van Otterloo & Company, LLC trophywinners
Great-West Mid Cap Value Fund, Institutional MXKJX Mid-Cap Value Funds GW Capital Management, LLC trophywinners
Hartford International Value Fund, Y HILYX International Multi-Cap Value Funds Hartford Funds trophywinners
Harvest Asian Bond Fund, Institutional HXIIX International Income Funds Harvest Global Investments Limited trophywinners
ICON Natural Resources Fund, S ICBMX Natural Resources Funds Icon Funds trophywinners
Invesco European Small Company Fund, Y ESMYX European Region Funds Invesco Funds trophywinners
Morgan Stanley Institutional Corporate Bond Portfolio, I MPFDX Corporate Debt BBB-Rated Funds Morgan Stanley Investment Management, Inc. trophywinners
Morgan Stanley Institutional Global Opportunity Portfolio, IS MGTSX Global Multi-Cap Growth Funds Morgan Stanley Investment Management, Inc. trophywinners
Morgan Stanley Institutional International Advantage Portfolio, I MFAIX International Multi-Cap Growth Funds Morgan Stanley Investment Management, Inc. trophywinners
Nuveen California High Yield Municipal Bond Fund, I NCHRX California Municipal Debt Funds Nuveen Fund Advisors, LLC trophywinners
Nuveen Equity Market Neutral Fund, I NIMEX Alternative Equity Market Neutral Funds Nuveen Fund Advisors, LLC trophywinners
Nuveen Minnesota Municipal Bond Fund, I FYMNX Minnesota Municipal Debt Funds Nuveen Fund Advisors, LLC trophywinners
Nuveen Virginia Municipal Bond Fund, I NMVAX Virginia Municipal Debt Funds Nuveen Fund Advisors, LLC trophywinners
Oppenheimer Rochester AMT-Free Municipal Fund, Y OMFYX General & Insured Municipal Debt Funds OppenheimerFunds, Inc. trophywinners
Oppenheimer Global Opportunities Fund, I OGIIX Global Small-/Mid-Cap Funds OppenheimerFunds, Inc. trophywinners
Oppenheimer Rochester High Yield Municipal Fund, Y ORNYX High Yield Municipal Debt Funds OppenheimerFunds, Inc. trophywinners
Oppenheimer International Small-Mid Company Fund, I OSCIX International Small/Mid-Cap Growth Funds OppenheimerFunds, Inc. trophywinners
Oppenheimer Rochester Fund Municipals Fund, Y RMUYX New York Municipal Debt Funds OppenheimerFunds, Inc. trophywinners
Oppenheimer Rochester Pennsylvania Municipal Fund, Y OPAYX Pennsylvania Municipal Debt Funds OppenheimerFunds, Inc. trophywinners
Oppenheimer Short Term Municipal Fund, Y ORSYX Short Municipal Debt Funds OppenheimerFunds, Inc. trophywinners
PIMCO Long-Term U.S. Government Fund, Institutional PGOVX General U.S. Government Funds PIMCO trophywinners
PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged), Institutional PISIX International Multi-Cap Core Funds PIMCO trophywinners
PIMCO Short-Term Fund, Institutional PTSHX Ultra-Short Obligation Funds PIMCO trophywinners
ProFunds Short Oil & Gas ProFund, Investor SNPIX Dedicated Short-Bias Funds ProFunds Group trophywinners
T. Rowe Price Institutional Large-Cap Growth Fund TRLGX Large-Cap Growth Funds T. Rowe Price Associates, Inc. trophywinners
T. Rowe Price Retirement 2020 Fund TRRBX Mixed-Asset Target 2020 Funds T. Rowe Price Associates, Inc. trophywinners
T. Rowe Price Retirement 2025 Fund TRRHX Mixed-Asset Target 2025 Funds T. Rowe Price Associates, Inc. trophywinners
Thompson Bond Fund THOPX Short-Intermediate Investment-Grade Debt Funds Thompson IM Funds trophywinners
Thrivent Mid Cap Stock Fund, S TMSIX Mid-Cap Core Funds Thrivent Mutual Funds trophywinners
Thrivent Small Cap Stock Fund, S TSCSX Small-Cap Core Funds Thrivent Mutual Funds trophywinners
Vanguard Long-Term Investment-Grade Fund, Admiral VWETX Corporate Debt A-Rated Funds Vanguard Group, Inc. trophywinners
Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral VCADX California Intermediate Municipal Debt Funds Vanguard Group, Inc. trophywinners
Vanguard International Growth Fund, Admiral VWILX International Large-Cap Growth Funds Vanguard Group, Inc. trophywinners
Vanguard New Jersey Long-Term Tax-Exempt Fund, Admiral VNJUX New Jersey Municipal Debt Funds Vanguard Group, Inc. trophywinners
Vanguard Ohio Long-Term Tax-Exempt Fund, Investor VOHIX Ohio Municipal Debt Funds Vanguard Group, Inc. trophywinners
Virtus KAR Small-Cap Growth Fund, I PXSGX Small-Cap Growth Funds Virtus Investment Partners, Inc. trophywinners
Wells Fargo Diversified Income Builder Fund, Institutional EKSYX Mixed-Asset Target Allocation Conservative Funds Wells Fargo Funds Management, LLC trophywinners
Wells Fargo Diversified Capital Builder Fund, I EKBYX Mixed-Asset Target Allocation Growth Funds Wells Fargo Funds Management, LLC trophywinners
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