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
Winners of 3-year funds
Full Fund NameTicker SymbolClassification NameManagement Company Name
Natixis ASG Managed Futures Strategy Fund, YASFYXAlternative Managed Futures FundsAlphaSimplex Group, LLC
American Century One Choice In Retirement Portfolio, InstitutionalATTIXMixed-Asset Target Today FundsAmerican Century Investment Management, Inc.
American Funds 2010 Target Date Retirement Fund, R-6RFTTXMixed-Asset Target 2010 FundsAmerican Funds
American Funds 2015 Target Date Retirement Fund, R-6RFJTXMixed-Asset Target 2015 FundsAmerican Funds
American Funds 2020 Target Date Retirement Fund, R-6RRCTXMixed-Asset Target 2020 FundsAmerican Funds
American Funds 2025 Target Date Retirement Fund, R-6RFDTXMixed-Asset Target 2025 FundsAmerican Funds
American Funds 2030 Target Date Retirement Fund, R-6RFETXMixed-Asset Target 2030 FundsAmerican Funds
American Funds 2035 Target Date Retirement Fund, R-6RFFTXMixed-Asset Target 2035 FundsAmerican Funds
American Funds 2040 Target Date Retirement Fund, R-6RFGTXMixed-Asset Target 2040 FundsAmerican Funds
American Funds US Government Securities Fund,R-6RGVGXGeneral U.S. Government FundsAmerican Funds
AQR Multi-Strategy Alternative Fund, IASAIXAlternative Multi-Strategy FundsAQR Capital Management, LLC
BlackRock 20/80 Target Allocation Fund, InstitutionalBICPXMixed-Asset Target Allocation Conservative FundsBlackRock, Inc.
BlackRock Total Return Fund, BlackRockMPHQXCore Bond FundsBlackRock, Inc.
BlackRock US Government Bond Portfolio, InstitutionalPNIGXIntermediate U.S. Government FundsBlackRock, Inc.
Burnham Financial Services Fund, ABURKXFinancial Services FundsBurnham Asset Management Corporation
Catalyst/Lyons Tactical Allocation Fund, ACLTAXFlexible Portfolio FundsCatalyst Capital Advisors, LLC
Cavanal Hill Intermediate Bond Fund, InstitutionalAIFBXShort-Intermediate Investment-Grade Debt FundsCavanal Hill Funds
Cavanal Hill Opportunistic Fund, InstitutionalAIOPXAbsolute Return FundsCavanal Hill Funds
Laudus Mondrian International Equity Fund, InstitutionalLIEIXInternational Large-Cap Value FundsCharles Schwab Investment Management, Inc.
MainGate MLP Fund, IIMLPXEnergy MLP FundsChickasaw Capital Management, LLC
Cohen & Steers Preferred Securities & Income Fund, ICPXIXFlexible Income FundsCohen & Steers Capital Management, Inc.
Cohen & Steers Real Estate Securities Fund, ICSDIXReal Estate FundsCohen & Steers Capital Management, Inc.
Columbia Global Equity Value Fund, ICEQIXGlobal Large-Cap Value FundsColumbia Funds
Eaton Vance Hedged Stock Fund, IEROIXAlternative Equity Market Neutral FundsEaton Vance Management
Eaton Vance Short Duration Government Income Fund, IEILDXShort U.S. Government FundsEaton Vance Management
Fidelity Advisor Income Replacement 2042 Fund, InstitutionalFIRFXRetirement Income FundsFidelity Management & Research Company
Fidelity Advisor International Real Estate Fund, InstitutionalFIRIXInternational Real Estate FundsFidelity Management & Research Company
Fidelity Capital & Income FundFAGIXHigh Yield FundsFidelity Management & Research Company
Fidelity Diversified International Fund, KFDIKXInternational Large-Cap Growth FundsFidelity Management & Research Company
Fidelity Intermediate Government Income FundFSTGXShort-Intermediate U.S. Government FundsFidelity Management & Research Company
Fidelity Nordic FundFNORXEuropean Region FundsFidelity Management & Research Company
Fidelity OTC Portfolio, KFOCKXMulti-Cap Growth FundsFidelity Management & Research Company
Fidelity Pacific Basin FundFPBFXPacific Region FundsFidelity Management & Research Company
Fidelity Real Estate High Income FundN/AGeneral Bond FundsFidelity Management & Research Company
Fidelity Select Biotechnology PortfolioFBIOXHealth/Biotechnology FundsFidelity Management & Research Company
Fidelity Select Electronics PortfolioFSELXScience & Technology FundsFidelity Management & Research Company
Fidelity Spartan Long-Term Treasury Bond Index Fund, Fidelity AdvantageFLBAXGeneral U.S. Treasury FundsFidelity Management & Research Company
Fidelity Spartan Short-Term Treasury Bond Index Fund, Fidelity AdvantageFSBAXShort U.S. Treasury FundsFidelity Management & Research Company
First Eagle Gold Fund, IFEGIXPrecious Metals Equity FundsFirst Eagle Funds
Firsthand Alternative Energy FundALTEXGlobal Natural Resources FundsFirsthand Capital Management, Inc.
Franklin New York Intermediate-Term Tax-Free Income Fund, AdvisorFNYZXNew York Intermediate Municipal Debt FundsFranklin Templeton Investments
FundX Upgrader FundFUNDXMixed-Asset Target Allocation Aggressive Growth FundsFundX Investment Group, LLC
Gabelli Enterprise Mergers & Acquisitions Fund, YEMAYXAlternative Event Driven FundsGabelli Funds, LLC
Glenmede Large Cap Growth PortfolioGTLLXMulti-Cap Core FundsGlenmede Investment Management, LP
Goldman Sachs International Small Cap Insights Fund, InstitutionalGICIXInternational Small/Mid-Cap Core FundsGoldman Sachs & Company
GMO Emerging Country Debt Fund, IVGMDFXEmerging Markets Hard Currency Debt FundsGrantham Mayo Van Otterloo & Company, LLC
Guggenheim Floating Rate Strategies Fund, InstitutionalGIFIXLoan Participation FundsGuggenheim Investments
Guggenheim Macro Opportunities Fund, InstitutionalGIOIXAlternative Credit Focus FundsGuggenheim Investments
Harbor Mid Cap Value Fund, InstitutionalHAMVXMid-Cap Value FundsHarbor Capital Advisors, Inc.
Hartford Emerging Markets Local Debt Fund, YHLDYXEmerging Markets Local Currency Debt FundsHartford Funds
Hartford International Value Fund, YHILYXInternational Multi-Cap Value FundsHartford Funds
Ivy International Core Equity Fund, IICEIXInternational Large-Cap Core FundsIvy Investment Management Company
JPMorgan Global Bond Opportunities, R6GBONXGlobal Income FundsJ.P. Morgan Funds
JPMorgan Large Cap Value Fund, R6JLVMXLarge-Cap Value FundsJ.P. Morgan Funds
Undiscovered Managers Behavioral Value Fund, InstitutionalUBVLXSmall-Cap Value FundsJ.P. Morgan Funds
Janus Real Return Fund, IJURIXInflation-Protected Bond FundsJanus Capital Management, LLC
Lazard Global Listed Infrastructure Portfolio, InstitutionalGLIFXGlobal Infrastructure FundsLazard Asset Management, LLC
Leader Short-Term Bond Fund, InstitutionalLCCIXShort Investment-Grade Debt FundsLeader Capital Corporation
Western Asset Core Plus Bond Fund, ISWAPSXCore Plus Bond FundsLegg Mason
LoCorr Long/Short Commodities Strategy Fund, ILCSIXCommodities General FundsLoCorr Fund Management, LLC
MainStay Convertible Fund, IMCNVXConvertible Securities FundsMainStay Funds
MainStay New York Tax Free Opportunities Fund, IMNOIXNew York Municipal Debt FundsMainStay Funds
MainStay US Equity Opportunities Fund, IMYCIXAlternative Active ExtensionMainStay Funds
Matthews China Dividend Fund, InstitutionalMICDXChina Region FundsMatthews International Capital Management, LLC
Matthews Korea Fund, InstitutionalMIKOXPacific Ex-Japan FundsMatthews International Capital Management, LLC
Morgan Stanley Institutional Global Opportunity Portfolio, IMGGIXGlobal Multi-Cap Growth FundsMorgan Stanley Investment Management, Inc.
Morgan Stanley Institutional International Opportunity Portfolio, IMIOIXInternational Multi-Cap Growth FundsMorgan Stanley Investment Management, Inc.
Morgan Stanley Mortgage Securities Trust, IMTGDXU.S. Mortgage FundsMorgan Stanley Investment Management, Inc.
Nuveen California High Yield Municipal Bond Fund, INCHRXCalifornia Municipal Debt FundsNuveen Fund Advisors, LLC
Nuveen High Yield Municipal Bond Fund, INHMRXHigh Yield Municipal Debt FundsNuveen Fund Advisors, LLC
Nuveen New Jersey Municipal Bond Fund, INMNJXNew Jersey Municipal Debt FundsNuveen Fund Advisors, LLC
Nuveen NWQ Global Equity Income Fund, INQGIXGlobal Equity Income FundsNuveen Fund Advisors, LLC
Nuveen Santa Barbara International Dividend Growth, INUIIXInternational Equity Income FundsNuveen Fund Advisors, LLC
Oppenheimer Global Opportunities Fund, IOGIIXGlobal Small-/Mid-Cap FundsOppenheimerFunds, Inc.
Oppenheimer International Small-Mid Company Fund, IOSCIXInternational Small/Mid-Cap Growth FundsOppenheimerFunds, Inc.
Oppenheimer Rochester Minnesota Municipal Fund, YOPYMXMinnesota Municipal Debt FundsOppenheimerFunds, Inc.
Oppenheimer Rochester Short Term Municipal, YORSYXShort Municipal Debt FundsOppenheimerFunds, Inc.
Parnassus Core Equity Fund, InstitutionalPRILXEquity Income FundsParnassus Investments
Payden Corporate Bond Fund, InvestorPYACXCorporate Debt BBB-Rated FundsPayden & Rygel
PIMCO Foreign Bond Fund (US Dollar-Hedged), InstitutionalPFORXInternational Income FundsPIMCO
PIMCO Income Fund, InstitutionalPIMIXMulti-Sector Income FundsPIMCO
PIMCO Short-Term Fund, InstitutionalPTSHXUltra-Short Obligation FundsPIMCO
PIMCO StocksPLUS International Fund (US Dollar-Hedged); Institutional PISIXInternational Multi-Cap Core FundsPIMCO
PNC Multi-Factor Small Cap Core Fund, IPLOIXSmall-Cap Core FundsPNC Funds
PNC Multi-Factor Small Cap Growth Fund, IPLTIXSmall-Cap Growth FundsPNC Funds
Polaris Global Value FundPGVFXGlobal Multi-Cap Value FundsPolaris Capital Management, LLC
PRIMECAP Odyssey Aggressive Growth FundPOAGXMid-Cap Growth FundsPRIMECAP Management Company
Vanguard PRIMECAP Fund, AdmiralVPMAXLarge-Cap Core FundsPRIMECAP Management Company
ProFunds UltraShort Latin America, InvestorUFPIXDedicated Short-Bias FundsProFunds Group
Putnam RetirementReady 2045 Fund, YPRVYXMixed-Asset Target 2045 FundsPutnam Investment Management, LLC
Putnam RetirementReady 2050 Fund, YPRRUXMixed-Asset Target 2050 FundsPutnam Investment Management, LLC
Putnam RetirementReady 2055 Fund, YPRTLXMixed-Asset Target 2055+ FundsPutnam Investment Management, LLC
Quaker Global Tactical Allocation Fund, IQTRIXGlobal Large-Cap Growth FundsQuaker Funds, Inc.
Boston Partners All-Cap Value Fund, InstitutionalBPAIXMulti-Cap Value FundsRobeco Investment Funds
Rydex Transportation Fund, InvestorRYPIXIndustrials FundsRydex Investments
SEI Dynamic Asset Allocation Fund, ASDLAXAlternative Global Macro FundsSEI Group
Shelton NASDAQ-100 Index Fund, DirectNASDXLarge-Cap Growth FundsShelton Capital Management
T. Rowe Price Capital Appreciation FundPRWCXMixed-Asset Target Allocation Growth FundsT. Rowe Price Associates, Inc.
T. Rowe Price Maryland Tax-Free Bond FundMDXBXMaryland Municipal Debt FundsT. Rowe Price Associates, Inc.
Thrivent Large Cap Stock Fund, InstitutionalIILGXGlobal Large-Cap Core FundsThrivent Mutual Funds
Transamerica Enhanced Muni, ITIMUXIntermediate Municipal Debt FundsTransamerica Funds
Turner Medical Sciences Long/Short Fund, InstitutionalTMSEXAlternative Long/Short Equity FundsTurner Investments, LP
USAA Capital Growth FundUSCGXGlobal Multi-Cap Core FundsUSAA Asset Management Company
USAA Virginia Bond Fund, FundUSVAXVirginia Municipal Debt FundsUSAA Asset Management Company
Vanguard California Intermediate-Term Tax-Exempt Fund, AdmiralVCADXCalifornia Intermediate Municipal Debt FundsVanguard Group, Inc.
Vanguard Long-Term Investment-Grade Fund, AdmiralVWETXCorporate Debt A-Rated FundsVanguard Group, Inc.
Vanguard Massachusetts Tax-Exempt Fund, InvestorVMATXMassachusetts Municipal Debt FundsVanguard Group, Inc.
Vanguard Ohio Long-Term Tax-Exempt Fund, InvestorVOHIXOhio Municipal Debt FundsVanguard Group, Inc.
Vanguard Strategic Equity Fund, InvestorVSEQXMid-Cap Core FundsVanguard Group, Inc.
Vanguard Utilities Index Fund, AdmiralVUIAXUtility FundsVanguard Group, Inc.
Virtus Global Real Estate Securities Fund, IVGISXGlobal Real Estate FundsVirtus Investment Partners, Inc.
Waddell & Reed Advisors Energy Fund, YWEGYXNatural Resources FundsWaddell & Reed Investment Management Company
Vanguard GNMA Fund, AdmiralVFIJXGNMA FundsWellington Management Company, LLP
Wells Fargo Advantage CoreBuilder Shares - Series MWFCMXGeneral & Insured Municipal Debt FundsWells Fargo Funds Management, LLC
Wells Fargo Advantage Index Asset Allocation Fund, AdministratorWFAIXMixed-Asset Target Allocation Moderate FundsWells Fargo Funds Management, LLC
Wells Fargo Advantage Pennsylvania Tax-Free Fund, InstitutionalEKVYXPennsylvania Municipal Debt FundsWells Fargo Funds Management, LLC
Wells Fargo Strategic Municipal Bond Fund, ISTRIXShort-Intermediate Municipal Debt FundsWells Fargo Funds Management, LLC
William Blair Emerging Markets Small Cap Growth Fund, IBESIXEmerging Markets FundsWilliam Blair & Company, LLC
Winners of 5-year funds
Full Fund NameTicker SymbolClassification NameManagement Company Name
AllianzGI Convertible Fund, InstitutionalANNPXConvertible Securities FundsAllianz Global Investors
AllianzGI Global Small-Cap Fund, InstitutionalDGSCXGlobal Small-/Mid-Cap FundsAllianz Global Investors
AllianzGI Global Water Fund, InstitutionalAWTIXGlobal Natural Resources FundsAllianz Global Investors
American Century One Choice In Retirement Portfolio, InstitutionalATTIXMixed-Asset Target Today FundsAmerican Century Investment Management, Inc.
American Funds 2010 Target Date Retirement Fund, R-6RFTTXMixed-Asset Target 2010 FundsAmerican Funds
American Funds 2015 Target Date Retirement Fund, R-6RFJTXMixed-Asset Target 2015 FundsAmerican Funds
American Funds 2020 Target Date Retirement Fund, R-6RRCTXMixed-Asset Target 2020 FundsAmerican Funds
American Funds 2025 Target Date Retirement Fund, R-6RFDTXMixed-Asset Target 2025 FundsAmerican Funds
American Funds 2030 Target Date Retirement Fund, R-6RFETXMixed-Asset Target 2030 FundsAmerican Funds
American Funds 2035 Target Date Retirement Fund, R-6RFFTXMixed-Asset Target 2035 FundsAmerican Funds
American Funds 2040 Target Date Retirement Fund, R-6RFGTXMixed-Asset Target 2040 FundsAmerican Funds
American Funds 2045 Target Date Retirement Fund, R-6RFHTXMixed-Asset Target 2045 FundsAmerican Funds
American Funds New Perspective Fund, R-6RNPGXGlobal Large-Cap Growth FundsAmerican Funds
Artisan International Fund, InstitutionalAPHIXInternational Large-Cap Growth FundsArtisan Partners, LP
BlackRock New Jersey Municipal Bond Fund, Investor A1MDNJXNew Jersey Municipal Debt FundsBlackRock, Inc.
BlackRock Strategic Municipal Opportunities Fund, InstitutionalMAMTXIntermediate Municipal Debt FundsBlackRock, Inc.
Steward Global Equity Income Fund, InstitutionalSGISXGlobal Equity Income FundsCapstone Asset Management Company
Cavanal Hill Intermediate Bond Fund, InstitutionalAIFBXShort-Intermediate Investment-Grade Debt FundsCavanal Hill Funds
Laudus Mondrian International Equity Fund, InstitutionalLIEIXInternational Large-Cap Value FundsCharles Schwab Investment Management, Inc.
Cohen & Steers Preferred Securities & Income Fund, ICPXIXFlexible Income FundsCohen & Steers Capital Management, Inc.
Cohen & Steers Real Estate Securities Fund, ICSDIXReal Estate FundsCohen & Steers Capital Management, Inc.
Delaware Diversified Floating Rate Fund, IDDFLXUltra-Short Obligation FundsDelaware Management Company
Delaware Extended Duration Bond Fund, InstitutionalDEEIXCorporate Debt BBB-Rated FundsDelaware Management Company
Delaware Large-Cap Value Equity PortfolioDPDEXLarge-Cap Value FundsDelaware Management Company
Deutsche Enhanced Commodity Strategy Fund, InstitutionalSKIRXCommodities General FundsDeutsche Asset & Wealth Management
DFA United Kingdom Small Company Portfolio, InstitutionalDFUKXEuropean Region FundsDimensional Fund Advisors, LP
Dupree Intermediate Government Bond SeriesDPIGXIntermediate U.S. Government FundsDupree & Company, Inc.
Eaton Vance Hedged Stock Fund, IEROIXAlternative Equity Market Neutral FundsEaton Vance Management
Eaton Vance Massachusetts Municipal Income Fund, IEIMAXMassachusetts Municipal Debt FundsEaton Vance Management
Eaton Vance New York Municipal Income Fund, IEINYXNew York Municipal Debt FundsEaton Vance Management
Eaton Vance Short Duration Government Income Fund, IEILDXShort U.S. Government FundsEaton Vance Management
Emerald Banking & Finance Fund, AHSSAXFinancial Services FundsEmerald Mutual Fund Advisers Trust
Federated High Yield Trust, ServiceFHYTXHigh Yield FundsFederated Investors
Fidelity Advisor Income Replacement 2042 Fund, InstitutionalFIRFXRetirement Income FundsFidelity Management & Research Company
Fidelity Advisor International Real Estate Fund, InstitutionalFIRIXInternational Real Estate FundsFidelity Management & Research Company
Fidelity Intermediate Government Income FundFSTGXShort-Intermediate U.S. Government FundsFidelity Management & Research Company
Fidelity NASDAQ Composite Index FundFNCMXMulti-Cap Growth FundsFidelity Management & Research Company
Fidelity Pacific Basin FundFPBFXPacific Region FundsFidelity Management & Research Company
Fidelity Real Estate High Income FundN/AGeneral Bond FundsFidelity Management & Research Company
Fidelity Select Biotechnology PortfolioFBIOXHealth/Biotechnology FundsFidelity Management & Research Company
Fidelity Select Defense and Aerospace PortfolioFSDAXIndustrials FundsFidelity Management & Research Company
Fidelity Spartan Short-Term Treasury Bond Index Fund, Fidelity AdvantageFSBAXShort U.S. Treasury FundsFidelity Management & Research Company
First Eagle Gold Fund, IFEGIXPrecious Metals Equity FundsFirst Eagle Funds
Franklin New York Intermediate-Term Tax-Free Income Fund, AdvisorFNYZXNew York Intermediate Municipal Debt FundsFranklin Templeton Investments
Glenmede Large Cap Growth PortfolioGTLLXMulti-Cap Core FundsGlenmede Investment Management, LP
Goldman Sachs International Small Cap Insights Fund, InstitutionalGICIXInternational Small/Mid-Cap Core FundsGoldman Sachs & Company
GMO Emerging Country Debt Fund, IVGMDFXEmerging Markets Hard Currency Debt FundsGrantham Mayo Van Otterloo & Company, LLC
Guggenheim Alpha Opportunity Fund, InstitutionalSAOIXAlternative Long/Short Equity FundsGuggenheim Investments
Great-West Aggressive Profile II Fund, InitialMXAPXMixed-Asset Target Allocation Aggressive Growth FundsGW Capital Management, LLC
Harbor Mid Cap Value Fund, InstitutionalHAMVXMid-Cap Value FundsHarbor Capital Advisors, Inc.
Hartford Core Equity Fund, YHGIYXLarge-Cap Core FundsHartford Funds
Hartford International Value Fund, YHILYXInternational Multi-Cap Value FundsHartford Funds
Hennessy Gas Utility Index Fund, InvestorGASFXUtility FundsHennessy Funds
Highland Floating Rate Opportunities Fund, ZHFRZXLoan Participation FundsHighland Capital Management Fund Advisors, LP
Ivy International Core Equity Fund, IICEIXInternational Large-Cap Core FundsIvy Investment Management Company
Undiscovered Managers Behavioral Value Fund, InstitutionalUBVLXSmall-Cap Value FundsJ.P. Morgan Funds
John Hancock International Growth Fund, 1GOIOXInternational Multi-Cap Growth FundsJohn Hancock Group
Lazard Global Listed Infrastructure Portfolio, InstitutionalGLIFXGlobal Infrastructure FundsLazard Asset Management, LLC
Permal Alternative Core Fund, ISLPTSXAlternative Multi-Strategy FundsLegg Mason
Lord Abbett Short Duration Income Fund, ILLDYXShort Investment-Grade Debt FundsLord Abbett & Company, LLC
LSV Value Equity Fund, InstitutionalLSVEXMulti-Cap Value FundsLSV Asset Management
MainStay Unconstrained Bond Fund, IMSDIXAlternative Credit Focus FundsMainStay Funds
Matthews China Dividend Fund, InstitutionalMICDXChina Region FundsMatthews International Capital Management, LLC
Matthews Korea Fund, InstitutionalMIKOXPacific Ex-Japan FundsMatthews International Capital Management, LLC
Morgan Stanley Global Fixed Income Opportunities Fund, IDINDXGlobal Income FundsMorgan Stanley Investment Management, Inc.
Morgan Stanley Institutional Global Opportunity Portfolio, IMGGIXGlobal Multi-Cap Growth FundsMorgan Stanley Investment Management, Inc.
Morgan Stanley Mortgage Securities Trust, IMTGDXU.S. Mortgage FundsMorgan Stanley Investment Management, Inc.
Nuveen California High Yield Municipal Bond Fund, INCHRXCalifornia Municipal Debt FundsNuveen Fund Advisors, LLC
Nuveen High Yield Municipal Bond Fund, INHMRXHigh Yield Municipal Debt FundsNuveen Fund Advisors, LLC
Oberweis International Opportunities FundOBIOXInternational Small/Mid-Cap Growth FundsOberweis Asset Management, Inc.
Oppenheimer Corporate Bond Fund, YOFIYXCore Plus Bond FundsOppenheimerFunds, Inc.
Oppenheimer Rochester AMT-Free Municipal Fund, YOMFYXGeneral & Insured Municipal Debt FundsOppenheimerFunds, Inc.
Oppenheimer Rochester Minnesota Municipal Fund, AOPAMXMinnesota Municipal Debt FundsOppenheimerFunds, Inc.
Oppenheimer Rochester Ohio Municipal Fund, AOROHXOhio Municipal Debt FundsOppenheimerFunds, Inc.
Parnassus Core Equity Fund, InstitutionalPRILXEquity Income FundsParnassus Investments
PIMCO Fixed Income SHares Series RFXIRXInflation-Protected Bond FundsPIMCO
PIMCO Foreign Bond Fund (US Dollar-Hedged), InstitutionalPFORXInternational Income FundsPIMCO
PIMCO Income Fund, InstitutionalPIMIXMulti-Sector Income FundsPIMCO
PIMCO StocksPLUS International Fund (US Dollar-Hedged); Institutional PISIXInternational Multi-Cap Core FundsPIMCO
PNC Multi-Factor Small Cap Core Fund, IPLOIXSmall-Cap Core FundsPNC Funds
Polaris Global Value FundPGVFXGlobal Multi-Cap Value FundsPolaris Capital Management, LLC
PRIMECAP Odyssey Aggressive Growth FundPOAGXMid-Cap Growth FundsPRIMECAP Management Company
ProFunds Short Precious Metals ProFund, InvestorSPPIXDedicated Short-Bias FundsProFunds Group
Putnam Absolute Return 700 Fund, YPDMYXAbsolute Return FundsPutnam Investment Management, LLC
Putnam Capital Spectrum Fund, YPVSYXFlexible Portfolio FundsPutnam Investment Management, LLC
Putnam RetirementReady 2050 Fund, YPRRUXMixed-Asset Target 2050 FundsPutnam Investment Management, LLC
Putnam RetirementReady 2055 Fund, YPRTLXMixed-Asset Target 2055+ FundsPutnam Investment Management, LLC
RidgeWorth Short-Term Municipal Bond Fund, ICMDTXShort Municipal Debt FundsRidgeWorth Funds
SEI Dynamic Asset Allocation Fund, ASDLAXAlternative Global Macro FundsSEI Group
Shelton NASDAQ-100 Index Fund, DirectNASDXLarge-Cap Growth FundsShelton Capital Management
T. Rowe Price Capital Appreciation FundPRWCXMixed-Asset Target Allocation Growth FundsT. Rowe Price Associates, Inc.
T. Rowe Price Institutional Africa & Middle East FundTRIAXEmerging Markets FundsT. Rowe Price Associates, Inc.
T. Rowe Price Maryland Tax-Free Bond FundMDXBXMaryland Municipal Debt FundsT. Rowe Price Associates, Inc.
T. Rowe Price New Horizons FundPRNHXSmall-Cap Growth FundsT. Rowe Price Associates, Inc.
Third Avenue Real Estate Value Fund, InstitutionalTAREXGlobal Real Estate FundsThird Avenue Management, LLC
USAA Capital Growth FundUSCGXGlobal Multi-Cap Core FundsUSAA Asset Management Company
USAA Science & Technology Fund, FundUSSCXScience & Technology FundsUSAA Asset Management Company
USAA Virginia Bond Fund, FundUSVAXVirginia Municipal Debt FundsUSAA Asset Management Company
Vanguard California Intermediate-Term Tax-Exempt Fund, AdmiralVCADXCalifornia Intermediate Municipal Debt FundsVanguard Group, Inc.
Vanguard Intermediate-Term Corporate Bond Index Fund, InstitutionalVICBXCore Bond FundsVanguard Group, Inc.
Vanguard Long-Term Government Bond Index Fund, InstutionalVLGIXGeneral U.S. Government FundsVanguard Group, Inc.
Vanguard Long-Term Investment-Grade Fund, AdmiralVWETXCorporate Debt A-Rated FundsVanguard Group, Inc.
Vanguard Long-Term Treasury Fund, AdmiralVUSUXGeneral U.S. Treasury FundsVanguard Group, Inc.
Vanguard Strategic Equity Fund, InvestorVSEQXMid-Cap Core FundsVanguard Group, Inc.
Vanguard Wellesley Income Fund, AdmiralVWIAXMixed-Asset Target Allocation Conservative FundsVanguard Group, Inc.
Integrity Williston Basin/Mid-North America Stock Fund, AICPAXNatural Resources FundsViking Fund Management, LLC
Voya GNMA Income Fund, ILEINXGNMA FundsVoya Investments, LLC
Wells Fargo Advantage Index Asset Allocation Fund, AdministratorWFAIXMixed-Asset Target Allocation Moderate FundsWells Fargo Funds Management, LLC
Wells Fargo Advantage Intrinsic World Equity Fund, InstitutionalEWENXGlobal Large-Cap Core FundsWells Fargo Funds Management, LLC
Wells Fargo Advantage Pennsylvania Tax-Free Fund, InstitutionalEKVYXPennsylvania Municipal Debt FundsWells Fargo Funds Management, LLC
Wells Fargo Advantage Strategic Municipal Bond Fund, AdministratorVMPYXShort-Intermediate Municipal Debt FundsWells Fargo Funds Management, LLC
Winners of 10-year funds
Full Fund NameTicker SymbolClassification NameManagement Company Name
AllianceBernstein High Income Fund, AAGDAXHigh Yield FundsAllianceBernstein, LP
AllianzGI Convertible Fund, InstitutionalANNPXConvertible Securities FundsAllianz Global Investors
American Beacon Small Cap Value Fund, AMRAASVXSmall-Cap Value FundsAmerican Beacon Advisors, Inc.
American Century One Choice In Retirement Portfolio, InstitutionalATTIXMixed-Asset Target Today FundsAmerican Century Investment Management, Inc.
American Funds New Perspective Fund, R-5RNPFXGlobal Large-Cap Growth FundsAmerican Funds
American Funds SMALLCAP World Fund, R-5RSLFXGlobal Small-/Mid-Cap FundsAmerican Funds
Artisan International Fund, InstitutionalAPHIXInternational Large-Cap Growth FundsArtisan Partners, LP
BlackRock Strategic Municipal Opportunities Fund, InstitutionalMAMTXIntermediate Municipal Debt FundsBlackRock, Inc.
Boston Partners Long/Short Equity Fund, InstitutionalBPLSXAlternative Long/Short Equity FundsBoston Partners
Brown Capital Management Small Company Fund, InvestorBCSIXSmall-Cap Growth FundsBrown Capital Management, LLC
Columbia AMT-Free California Intermediate Muni Bond Fund, ZNCMAXCalifornia Intermediate Municipal Debt FundsColumbia Funds
Columbia Contrarian Core Fund, ZSMGIXLarge-Cap Core FundsColumbia Funds
Columbia Greater China Fund, ZLNGZXChina Region FundsColumbia Funds
Columbia Select Large-Cap Value Fund, R5SLVIXLarge-Cap Value FundsColumbia Funds
Delaware Extended Duration Bond Fund, InstitutionalDEEIXCorporate Debt BBB-Rated FundsDelaware Management Company
Delaware National High-Yield Municipal Bond Fund, ACXHYXHigh Yield Municipal Debt FundsDelaware Management Company
Delaware Tax-Free New York Fund, AFTNYXNew York Municipal Debt FundsDelaware Management Company
Deutsche Massachusetts Tax-Free Fund, SSCMAXMassachusetts Municipal Debt FundsDeutsche Asset & Wealth Management
DFA Global Equity Portfolio, InstitutionalDGEIXGlobal Multi-Cap Core FundsDimensional Fund Advisors, LP
DFA Intermediate Government Fixed Income Portfolio, InstitutionalDFIGXIntermediate U.S. Government FundsDimensional Fund Advisors, LP
BNY Mellon New York Intermediate Tax-Exempt Bond Fund, MMNYMXNew York Intermediate Municipal Debt FundsDreyfus Corporation
Driehaus Emerging Markets Growth FundDREGXEmerging Markets FundsDriehaus Capital Management, LLC
Eaton Vance Floating-Rate & High Income Fund, InstitutionalEIFHXLoan Participation FundsEaton Vance Management
Eaton Vance-Atlanta Capital SMID-Cap Fund, IEISMXMid-Cap Core FundsEaton Vance Management
Federated International Leaders Fund, AFGFAXInternational Multi-Cap Core FundsFederated Investors
Fidelity Advisor Energy Fund, InstitutionalFANIXNatural Resources FundsFidelity Management & Research Company
Fidelity Intermediate Government Income FundFSTGXShort-Intermediate U.S. Government FundsFidelity Management & Research Company
Fidelity OTC PortfolioFOCPXMulti-Cap Growth FundsFidelity Management & Research Company
Fidelity Select Software and Computer Services PortfolioFSCSXScience & Technology FundsFidelity Management & Research Company
First Eagle Global Fund, ISGIIXFlexible Portfolio FundsFirst Eagle Funds
Franklin Mutual Beacon Fund, ZBEGRXGlobal Multi-Cap Value FundsFranklin Templeton Investments
Templeton Global Bond Fund, AdvisorTGBAXInternational Income FundsFranklin Templeton Investments
Goldman Sachs Emerging Markets Debt Fund, InstitutionalGSDIXEmerging Markets Hard Currency Debt FundsGoldman Sachs & Company
GMO Foreign Small Companies Fund, IIIGMFSXInternational Small/Mid-Cap Core FundsGrantham Mayo Van Otterloo & Company, LLC
Great-West Aggressive Profile II Fund, InitialMXAPXMixed-Asset Target Allocation Aggressive Growth FundsGW Capital Management, LLC
Hennessy Gas Utility Index Fund, InvestorGASFXUtility FundsHennessy Funds
Ivy International Core Equity Fund, YIVVYXInternational Large-Cap Core FundsIvy Investment Management Company
JPMorgan Value Advantage Fund, InstitutionalJVAIXMulti-Cap Value FundsJ.P. Morgan Funds
Janus Balanced Fund, DJANBXMixed-Asset Target Allocation Moderate FundsJanus Capital Management, LLC
Janus Global Research Fund, DJANWXGlobal Multi-Cap Growth FundsJanus Capital Management, LLC
John Hancock Disciplined Value Mid Cap Fund, InstitutionalJVMIXMulti-Cap Core FundsJohn Hancock Group
Leuthold Grizzly Short FundGRZZXDedicated Short-Bias FundsLeuthold Weeden Capital Management, LLC
Lord Abbett Bond-Debenture Fund, ILBNYXMulti-Sector Income FundsLord Abbett & Company, LLC
Lord Abbett Short Duration Income Fund, ILLDYXShort Investment-Grade Debt FundsLord Abbett & Company, LLC
AMG Managers Real Estate Securities FundMRESXReal Estate FundsManagers Investment Group, LLC
Metropolitan West Total Return Bond Fund, IMWTIXCore Plus Bond FundsMetropolitan West Asset Management, LLC
Nicholas Equity Income Fund, INSEIXEquity Income FundsNicholas Company, Inc.
Nuveen California Municipal Bond Fund, INCSPXCalifornia Municipal Debt FundsNuveen Fund Advisors, LLC
Nuveen Minnesota Municipal Bond Fund, IFYMNXMinnesota Municipal Debt FundsNuveen Fund Advisors, LLC
Nuveen New Jersey Municipal Bond Fund, INMNJXNew Jersey Municipal Debt FundsNuveen Fund Advisors, LLC
Nuveen Pennsylvania Municipal Bond Fund, INBPAXPennsylvania Municipal Debt FundsNuveen Fund Advisors, LLC
Nuveen Virginia Municipal Bond Fund, INMVAXVirginia Municipal Debt FundsNuveen Fund Advisors, LLC
Oppenheimer International Growth Fund, YOIGYXInternational Multi-Cap Growth FundsOppenheimerFunds, Inc.
Oppenheimer International Small Company Fund, YOSMYXInternational Small/Mid-Cap Growth FundsOppenheimerFunds, Inc.
PIMCO Fixed Income SHares Series RFXIRXInflation-Protected Bond FundsPIMCO
PIMCO GNMA Fund, InstitutionalPDMIXGNMA FundsPIMCO
PIMCO Long-Term US Government Fund, InstitutionalPGOVXGeneral U.S. Government FundsPIMCO
PIMCO Moderate Duration Fund, InstitutionalPMDRXShort-Intermediate Investment-Grade Debt FundsPIMCO
PIMCO Short-Term Fund, InstitutionalPTSHXUltra-Short Obligation FundsPIMCO
Prudential Global Real Estate Fund, ZPURZXGlobal Real Estate FundsPrudential Investments
Prudential Global Total Return Fund, ZPZTRXGlobal Income FundsPrudential Investments
Homestead Small Company Stock FundHSCSXSmall-Cap Core FundsRE Advisers Corporation
RidgeWorth Short-Term Municipal Bond Fund, ICMDTXShort Municipal Debt FundsRidgeWorth Funds
Shelton NASDAQ-100 Index Fund, DirectNASDXLarge-Cap Growth FundsShelton Capital Management
T. Rowe Price Capital Appreciation FundPRWCXMixed-Asset Target Allocation Growth FundsT. Rowe Price Associates, Inc.
T. Rowe Price European Stock FundPRESXEuropean Region FundsT. Rowe Price Associates, Inc.
T. Rowe Price Financial Services FundPRISXFinancial Services FundsT. Rowe Price Associates, Inc.
T. Rowe Price Health Sciences FundPRHSXHealth/Biotechnology FundsT. Rowe Price Associates, Inc.
T. Rowe Price Institutional Mid-Cap Equity Growth FundPMEGXMid-Cap Growth FundsT. Rowe Price Associates, Inc.
T. Rowe Price International Growth & Income FundTRIGXInternational Multi-Cap Value FundsT. Rowe Price Associates, Inc.
T. Rowe Price Maryland Tax-Free Bond FundMDXBXMaryland Municipal Debt FundsT. Rowe Price Associates, Inc.
T. Rowe Price New Era FundPRNEXGlobal Natural Resources FundsT. Rowe Price Associates, Inc.
T. Rowe Price Retirement 2010 FundTRRAXMixed-Asset Target 2010 FundsT. Rowe Price Associates, Inc.
T. Rowe Price Retirement 2020 FundTRRBXMixed-Asset Target 2020 FundsT. Rowe Price Associates, Inc.
T. Rowe Price Retirement 2030 FundTRRCXMixed-Asset Target 2030 FundsT. Rowe Price Associates, Inc.
T. Rowe Price Retirement 2040 FundTRRDXMixed-Asset Target 2040 FundsT. Rowe Price Associates, Inc.
TCW Core Fixed Income Fund, ITGCFXCore Bond FundsTCW Investment Management Company
TCW Total Return Bond Fund, ITGLMXU.S. Mortgage FundsTCW Investment Management Company
Thornburg Limited Term Municipal Fund, InstitutionalLTMIXShort-Intermediate Municipal Debt FundsThornburg Investment Management, Inc.
Van Eck International Investors Gold Fund, AINIVXPrecious Metals Equity FundsVan Eck Associates Corporation
Vanguard Long-Term Investment-Grade Fund, AdmiralVWETXCorporate Debt A-Rated FundsVanguard Group, Inc.
Vanguard Ohio Long-Term Tax-Exempt Fund, InvestorVOHIXOhio Municipal Debt FundsVanguard Group, Inc.
Vanguard Wellesley Income Fund, AdmiralVWIAXMixed-Asset Target Allocation Conservative FundsVanguard Group, Inc.
Victory Sycamore Established Value Fund, AVETAXMid-Cap Value FundsVictory Capital Management, Inc.
Waddell & Reed Asset Strategy Fund, YWYASXAlternative Global Macro FundsWaddell & Reed Investment Management Company
Wells Fargo Advantage Municipal Bond Fund, AdmnWMFDXGeneral & Insured Municipal Debt FundsWells Fargo Funds Management, LLC
Wells Fargo Advantage Short Duration Government Bond Fund, IWSGIXShort U.S. Government FundsWells Fargo Funds Management, LLC

Latest News

SEC bars ex-broker who sold clients phony private equity fund
SEC bars ex-broker who sold clients phony private equity fund

Rajesh Markan earlier this year pleaded guilty to one count of criminal fraud related to his sale of fake investments to 10 clients totaling $2.9 million.

The key to attracting and retaining the next generation of advisors? Client-focused training
The key to attracting and retaining the next generation of advisors? Client-focused training

From building trust to steering through emotions and responding to client challenges, new advisors need human skills to shape the future of the advice industry.

Chuck Roberts, ex-star at Stifel, barred from the securities industry
Chuck Roberts, ex-star at Stifel, barred from the securities industry

"The outcome is correct, but it's disappointing that FINRA had ample opportunity to investigate the merits of clients' allegations in these claims, including the testimony in the three investor arbitrations with hearings," Jeff Erez, a plaintiff's attorney representing a large portion of the Stifel clients, said.

SEC to weigh ‘innovation exception’ tied to crypto, Atkins says
SEC to weigh ‘innovation exception’ tied to crypto, Atkins says

Chair also praised the passage of stablecoin legislation this week.

Brooklyn-based Maridea snaps up former LPL affiliate to expand in the Midwest
Brooklyn-based Maridea snaps up former LPL affiliate to expand in the Midwest

Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.

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

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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.