2013 Lipper 3-year fund classification winners
Click column headers to sort fields Management company Toll-free…
Click column headers to sort fields
| Management company | Toll-free number | Lipper classification | Fund | Ticker |
|---|---|---|---|---|
| PIMCO | 800-927-4648 | Intermediate Investment-Grade Debt Funds | PIMCO Investment Grade Corporate Bond Fund Institutional | PIGIX |
| PIMCO | 800-927-4648 | Large-Cap Core Funds | PIMCO StocksPLUS Total Return Fund Institutional | PSPTX |
| Touchstone Advisors Inc. | 800-543-0407 | Large-Cap Growth Funds | Touchstone Sands Capital Institutional Growth Fund | CISGX |
| Kirr, Marbach & Company LLC | 800-870-8039 | Multi-Cap Core Funds | Kirr Marbach Partners Value Fund | KMVAX |
| St. Denis J. Villere & Company LLC | 866-209-1129 | Mixed-Asset Target Allocation Growth Funds | Villere Balanced Fund | VILLX |
| NGAM Advisors LP | 800-225-5478 | Mixed-Asset Target Allocation Moderate Funds | Natixis Diversified Income Fund A | IIDPX |
| Virtus Investment Partners Inc. | 800-243-1574 | International Large-Cap Growth Funds | Virtus Foreign Opportunities Fund I | JVXIX |
| Wells Fargo Funds Management LLC | 800-222-8222 | Multi-Cap Growth Funds | Wells Fargo Advantage Growth Fund Institutional | SGRNX |
| John Hancock Group | 888-972-8696 | High Yield Funds | John Hancock Core High Yield Fund I | JYIIX |
| Delaware Management Company | 800-231-8002 | Large-Cap Value Funds | Delaware Large-Cap Value Equity Portfolio | DPDEX |
| Wasatch Advisors Inc. | 800-551-1700 | Emerging Markets Funds | Wasatch Emerging Markets Small Cap Fund Investor | WAEMX |
| J.P. Morgan Funds | 800-480-4111 | Equity Income Funds | JPMorgan Equity Income Fund Select | HLIEX |
| Marsico Capital Management LLC | 888-860-8686 | Global Flexible Portfolio Funds | Marsico Flexible Capital Fund | MFCFX |
| Metropolitan West Asset Management LLC | 800-241-4671 | Short Investment-Grade Debt Funds | Metropolitan West Low Duration Bond Fund I | MWLIX |
| SouthernSun Asset Management LLC | 866-672-3863 | Small-Cap Core Funds | SouthernSun Small Cap Fund Institutional | SSSIX |
| Wallace R. Weitz & Company | 800-304-9745 | Mid-Cap Core Funds | Weitz Hickory Fund | WEHIX |
| Artisan Partners LP | 800-399-1770 | International Multi-Cap Core Funds | Artisan International Value Fund Institutional | APHKX |
| PIMCO | 800-927-4648 | Multi-Sector Income Funds | PIMCO Income Fund Institutional | PIMIX |
| AllianceBernstein LP | 800-221-5672 | Mid-Cap Growth Funds | AllianceBernstein Discovery Growth Fund I | CHCIX |
| OppenheimerFunds Inc. | 800-225-5677 | General & Insured Municipal Debt Funds | Oppenheimer AMT-Free Municipals A | OPTAX |
| PIMCO | 800-927-4648 | Inflation-Protected Bond Funds | PIMCO Real Return Asset Fund Institutional | PRAIX |
| BlackRock Inc. | 800-441-7762 | Intermediate Municipal Debt Funds | BlackRock Intermediate Municipal Fund, Institutional | MAMTX |
| Oceanstone Capital Management Inc. | 800-988-6290 | Multi-Cap Value Funds | Oceanstone Fund | OSFDX |
| AllianceBernstein LP | 800-221-5672 | Small-Cap Growth Funds | AllianceBernstein Small Cap Growth Portfolio, I | QUAIX |
| Aberdeen Asset Management Inc. | 866-667-9231 | International Income Funds | Aberdeen Asia Bond Fund, Institutional | CSABX |
| Putnam Investment Management LLC | 800-225-1581 | Flexible Portfolio Funds | Putnam Capital Spectrum Fund, Y | PVSYX |
| Thornburg Investment Management Inc. | 800-847-0200 | International Multi-Cap Growth Funds | Thornburg International Growth Fund, Institutional | TINGX |
| Aberdeen Asset Management Inc. | 866-667-9231 | International Large-Cap Core Funds | Aberdeen International Equity Fund, Institutional | GIGIX |
| MFS Investment Management | 800-225-2606 | Mixed-Asset Target 2020 Funds | MFS Lifetime 2020 Fund, I | MFLIX |
| PIMCO | 800-927-4648 | GNMA Funds | PIMCO GNMA Fund, Institutional | PDMIX |
| Delaware Management Company | 800-523-1918 | Corporate Debt BBB-Rated Funds | Delaware Extended Duration Bond Fund, Institutional | DEEIX |
| Wells Fargo Funds Management LLC | 800-222-8222 | Global Large-Cap Core Funds | Wells Fargo Advantage Intrinsic World Equity Fund, Administrator | EWEIX |
| MFS Investment Management | 800-225-2606 | Mixed-Asset Target Allocation Conservative Funds | MFS Diversified Income Fund, I | DIFIX |
| MFS Investment Management | 800-225-2606 | Mixed-Asset Target 2030 Funds | MFS Lifetime 2030 Fund, I | MLTIX |
| PIMCO | 800-927-4648 | Real Estate Funds | PIMCO RealEstateRealReturn Strategy Fund, Institutional | PRRSX |
| Huber Capital Management LLC | 888-482-3726 | Small-Cap Value Funds | Huber Capital Small Cap Value Fund, Investor | HUSIX |
| Hotchkis & Wiley Capital Management LLC | 866-493-8637 | Mid-Cap Value Funds | Hotchkis & Wiley Mid-Cap Value Fund, I | HWMIX |
| Source: Lipper | ||||
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