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

MAR 22, 2016

By Ellie Zhu

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.

Full Fund Name

Ticker

Classification

Company

Winner years

Sorry — we could not find any winners matching these criteria

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

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

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

Farther debuts AI investment proposal tool for advisors to win clients

"Im glad to see that from a regulatory perspective, we're going to get the ability to show we're responsible [...] we'll have a little bit more freedom to innovate," Farther co-founder Brad Genser told InvestmentNews.

Barred ex-Merrill Lynch advisor arrested in alleged $2.6M theft of former Miami Dolphin Pro Bowler

Former advisor Isaiah Williams allegedly used the stolen funds from ex-Dolphins defensive safety Reshad Jones for numerous personal expenses, according to police and court records.

Are you optimally efficient?

Taking a systematic approach to three key practice areas can help advisors gain confidence, get back time, and increase their opportunities.

Advisor moves: Father-son duo leaves Raymond James for LPL, RayJay adds Merrill Lynch alum in Florida

Meanwhile, Osaic lures a high-net-worth advisor from Commonwealth in the Pacific Northwest.

Beacon Pointe adds six RIAs in two-month acquisition spree, boosting AUM by $2.7B

The deals, which include its first stake in Ohio, push the national women-led firm up to $47 billion in assets.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.

The full list of 2016 Lipper Fund Awards winners

Latest News

Newsletters

SUBSCRIBE

Subscribe for just $19.99 per month.