2014 Lipper Awards: Trophy winners

APR 30, 2014
Management Company NameToll-Free NumberLipper Classification NameFund NameTicker Symbol
Smead Capital Management, Inc.877-807-4122Large-Cap Core FundsSmead Value Fund, InstitutionalSMVMX
Gotham Asset Management, LLC877-974-6852Multi-Cap Core FundsFormula Investing US Value Select Fund, AFNSAX
Touchstone Advisors, Inc.800-543-0407Large-Cap Growth FundsTouchstone Sands Capital Institutional Growth FundCISGX
St. Denis J. Villere & Company, LLC866-209-1129Mixed-Asset Target Allocation Growth FundsVillere Balanced FundVILLX
ING Investments, LLC800-992-0180Core Bond FundsING Intermediate Bond Fund, WIIBWX
OppenheimerFunds, Inc.800-225-5677Core Plus Bond FundsOppenheimer Corporate Bond Fund, YOFIYX
Wells Fargo Funds Management, LLC800-222-8222Mixed-Asset Target Allocation Moderate FundsWells Fargo Advantage Index Asset Allocation Fund, AdministratorWFAIX
Dodge & Cox800-621-3979Large-Cap Value FundsDodge & Cox Stock FundDODGX
Thornburg Investment Management, Inc.800-847-0200Multi-Cap Growth FundsThornburg Core Growth Fund, R5THGRX
Artisan Partners, LP800-344-1770International Large-Cap Growth FundsArtisan International Fund, InstitutionalAPHIX
Nile Capital Management, LLC877-682-3742Emerging Markets FundsNile Pan Africa Fund, InstitutionalNAFIX
Huber Capital Management, LLC888-482-3726Equity Income FundsHuber Capital Equity Income Fund, InvestorHULIX
Waddell & Reed Investment Management Company888-923-3355High Yield FundsWaddell & Reed Advisors High Income Fund, YWYHIX
Artisan Partners, LP800-344-1770International Multi-Cap Core FundsArtisan International Value Fund, InstitutionalAPHKX
Pacific Global Investment Management Company800-282-6693Small-Cap Core FundsPacific Advisors Small Cap Value Fund, IPGISX
Columbia Funds800-345-6611Global Flexible Portfolio FundsColumbia Marsico Flexible Capital Fund, ICFCIX
First Investors Management Company, Inc.800-423-4026Mid-Cap Core FundsFirst Investors Opportunity Fund, AFIUSX
Lord, Abbett & Co, LLC888-522-2388Short Investment-Grade Debt FundsLord Abbett Short Duration Income Fund, ILLDYX
Eventide Asset Management, LLC877-771-3836Mid-Cap Growth FundsEventide Gilead Fund, IETILX
Thornburg Investment Management, Inc.800-847-0200International Multi-Cap Growth FundsThornburg International Growth Fund, InstitutionalTINGX
PIMCO887-877-4686Multi-Sector Income FundsPIMCO Income Fund, InstitutionalPIMIX
MassMutual Retirement Services888-309-3539International Large-Cap Core FundsMassMutual Select Overseas Fund, ZMOSZX
Buffalo Mutual Funds800-492-8332Small-Cap Growth FundsBuffalo Emerging Opportunities FundBUFOX
Guggenheim Investments800-820-0888Multi-Cap Value FundsRydex S&P 500 Pure Value Fund, HRYZAX
Putnam Investment Management, LLC800-225-1581Flexible Portfolio FundsPutnam Capital Spectrum Fund, YPVSYX
OppenheimerFunds, Inc.800-225-5677General & Insured Municipal Debt FundsOppenheimer Rochester AMT-Free Municipal Fund, YOMFYX
Highland Capital Management Fund Advisors, LP877-665-1287Loan Participation FundsHighland Floating Rate Opportunities Fund, ZHFRZX
American Funds800-421-4225Mixed-Asset Target 2020 FundsAmerican Funds 2020 Target Date Retirement Fund, R-6RRCTX
PIMCO800-927-4648International Income FundsPIMCO Foreign Bond Fund (US Dollar-Hedged), InstitutionalPFORX
BlackRock, Inc.800-441-7762Intermediate Municipal Debt FundsBlackRock Intermediate Municipal Fund, InstitutionalMAMTX
MFS Investment Management800-225-2606Global Large-Cap Core FundsMFS Global Equity Fund, IMWEIX
American Funds800-421-4225Mixed-Asset Target 2030 FundsAmerican Funds 2030 Target Date Retirement Fund, R-6RFETX
Federated Investors800-341-7400Mixed-Asset Target Allocation Conservative FundsFederated Capital Income Fund, FCAPFX
American Funds800-421-4225Mixed-Asset Target 2025 FundsAmerican Funds 2025 Target Date Retirement Fund, R-6RFDTX
Delaware Management Company800-523-1918Corporate Debt BBB-Rated FundsDelaware Extended Duration Bond Fund, InstitutionalDEEIX
Adams Asset Investors, LLC800-704-6072Small-Cap Value FundsSmall Cap Value Fund IncSCAPX
Hotchkis & Wiley Capital Management, LLC866-493-8637Mid-Cap Value FundsHotchkis & Wiley Mid-Cap Value Fund, IHWMIX

Latest News

Advisor moves: LPL lands $350M veteran advisor duo in Florida
Advisor moves: LPL lands $350M veteran advisor duo in Florida

Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.

SEC accuses crypto firm founder of running $425 million Ponzi scheme
SEC accuses crypto firm founder of running $425 million Ponzi scheme

It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.

MassMutual Ascend tops $2 billion in RIA annuity sales as advisors warm to income products
MassMutual Ascend tops $2 billion in RIA annuity sales as advisors warm to income products

Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.

Fintech bytes: Wealth tech firms target advisor productivity with new integrations
Fintech bytes: Wealth tech firms target advisor productivity with new integrations

Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.

Trump Account contributions to get boost from new employer rules
Trump Account contributions to get boost from new employer rules

New Treasury and IRS proposals would let employers add tax-free payroll contributions to the retirement accounts as advisors weigh the fit for client families.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income