Three-peat for Pimco's equity funds at Lipper Awards

Named best large equity fund company; Nuveen and GuideStone take home top awards
MAR 27, 2012
Nuveen Fund Advisors Inc won the award for best large mutual fund group, and faith-based asset manager GuideStone Funds was named best small mutual fund group at the annual Lipper Awards, which took place tonight at Cipriani in New York. Nuveen, which comprises seven independently managed boutique asset managers, supplants last year's winner, MFS Investment Management, for the top large fund group. GuideStone beat out last year's small-fund-group winner, Delaware Investments. For the list of fund families that won this year's Lipper awards, click here. The Lipper awards highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to peers. Funds must have at least three years of performance history to be considered for an award. Firms must have at least $40 billion in assets under management to be eligible for the large-fund-group awards. Pacific Investment Management Co. LLC took home the prize for top large equity company for the third year in a row. It also added two more awards in the large-cap-core and Treasury inflation-protected securities categories. The small-company-equity award saw a repeat winner, as well. Hotchkis & Wiley Capital Management LLC won the award for the second year in a row. Thornburg Investment Management Inc. knocked out reigning two-time winner Loomis Sayles & Co. LP as the best large-company fixed-income group. The large-company mixed-asset group saw a new winner, as well. John Hancock Group ousted Janus Capital Management LLC, which had won the previous three years. Delaware wasn't able to repeat as best overall small fund group, but it did repeat as best small company in the mixed-assets category, and it won the midcap-growth and corporate-debt BBB-rated fund categories, giving it three awards for the second year in a row. See the full list of 2012 winners below:

2012 Lipper Fund Award Winners: U.S.

Click column headers to sort fields

Management Company Name Award Firm Size
Nuveen Fund Advisors, Inc. Overall Large
GuideStone Funds Trust Overall Small
PIMCO Equity Large
Hotchkis & Wiley Capital Management, LLC Equity Small
Thornburg Investment Management, Inc. Fixed Income Large
M&I Investment Management Corporation Fixed Income Small
John Hancock Group Mixed Assets Large
Delaware Management Company Mixed Assets Small

Latest News

Time to get on the China ETF train? Advisors speak up
Time to get on the China ETF train? Advisors speak up

Chinese stocks have been flying for the past month. Should US wealth managers go along for the ride?

Fidelity reports data breach exposing 77,000 customers' personal data
Fidelity reports data breach exposing 77,000 customers' personal data

The investment giant said Social Security numbers, driver's licenses, and other sensitive information was compromised by a third party using newly established accounts.

Another ex-Edelman advisor joins Baird in Virginia
Another ex-Edelman advisor joins Baird in Virginia

The employee-owned hybrid firm's latest hire in Fairfax reportedly managed $285M at his previous firm.

Milton adds to climate-change worries for retirees
Milton adds to climate-change worries for retirees

The hurricane is the latest severe-weather event in a retirement destination, underscoring the concerns about climate change that clients bring up, financial planners say.

$26B RIA EP Wealth strikes private market alliance with Opto Investments
$26B RIA EP Wealth strikes private market alliance with Opto Investments

The tech-driven alts platform will provide support to advisors seeking customized portfolio access for their high-net-worth clients.

SPONSORED Destiny Wealth Partners: RIA Team of the Year shares keys to success

Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.

SPONSORED Explore four opportunities to elevate advisor-client relationships

Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success