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2014 Lipper Awards: Trophy winners

2014 Lipper Awards: Trophy winners

Mar 21, 2014 @ 12:01 am (Updated 4:47 pm) EST

Management Company Name Toll-Free Number Lipper Classification Name Fund Name Ticker Symbol
Smead Capital Management, Inc. 877-807-4122 Large-Cap Core Funds Smead Value Fund, Institutional SMVMX
Gotham Asset Management, LLC 877-974-6852 Multi-Cap Core Funds Formula Investing US Value Select Fund, A FNSAX
Touchstone Advisors, Inc. 800-543-0407 Large-Cap Growth Funds Touchstone Sands Capital Institutional Growth Fund CISGX
St. Denis J. Villere & Company, LLC 866-209-1129 Mixed-Asset Target Allocation Growth Funds Villere Balanced Fund VILLX
ING Investments, LLC 800-992-0180 Core Bond Funds ING Intermediate Bond Fund, W IIBWX
OppenheimerFunds, Inc. 800-225-5677 Core Plus Bond Funds Oppenheimer Corporate Bond Fund, Y OFIYX
Wells Fargo Funds Management, LLC 800-222-8222 Mixed-Asset Target Allocation Moderate Funds Wells Fargo Advantage Index Asset Allocation Fund, Administrator WFAIX
Dodge & Cox 800-621-3979 Large-Cap Value Funds Dodge & Cox Stock Fund DODGX
Thornburg Investment Management, Inc. 800-847-0200 Multi-Cap Growth Funds Thornburg Core Growth Fund, R5 THGRX
Artisan Partners, LP 800-344-1770 International Large-Cap Growth Funds Artisan International Fund, Institutional APHIX
Nile Capital Management, LLC 877-682-3742 Emerging Markets Funds Nile Pan Africa Fund, Institutional NAFIX
Huber Capital Management, LLC 888-482-3726 Equity Income Funds Huber Capital Equity Income Fund, Investor HULIX
Waddell & Reed Investment Management Company 888-923-3355 High Yield Funds Waddell & Reed Advisors High Income Fund, Y WYHIX
Artisan Partners, LP 800-344-1770 International Multi-Cap Core Funds Artisan International Value Fund, Institutional APHKX
Pacific Global Investment Management Company 800-282-6693 Small-Cap Core Funds Pacific Advisors Small Cap Value Fund, I PGISX
Columbia Funds 800-345-6611 Global Flexible Portfolio Funds Columbia Marsico Flexible Capital Fund, I CFCIX
First Investors Management Company, Inc. 800-423-4026 Mid-Cap Core Funds First Investors Opportunity Fund, A FIUSX
Lord, Abbett & Co, LLC 888-522-2388 Short Investment-Grade Debt Funds Lord Abbett Short Duration Income Fund, I LLDYX
Eventide Asset Management, LLC 877-771-3836 Mid-Cap Growth Funds Eventide Gilead Fund, I ETILX
Thornburg Investment Management, Inc. 800-847-0200 International Multi-Cap Growth Funds Thornburg International Growth Fund, Institutional TINGX
PIMCO 887-877-4686 Multi-Sector Income Funds PIMCO Income Fund, Institutional PIMIX
MassMutual Retirement Services 888-309-3539 International Large-Cap Core Funds MassMutual Select Overseas Fund, Z MOSZX
Buffalo Mutual Funds 800-492-8332 Small-Cap Growth Funds Buffalo Emerging Opportunities Fund BUFOX
Guggenheim Investments 800-820-0888 Multi-Cap Value Funds Rydex S&P 500 Pure Value Fund, H RYZAX
Putnam Investment Management, LLC 800-225-1581 Flexible Portfolio Funds Putnam Capital Spectrum Fund, Y PVSYX
OppenheimerFunds, Inc. 800-225-5677 General & Insured Municipal Debt Funds Oppenheimer Rochester AMT-Free Municipal Fund, Y OMFYX
Highland Capital Management Fund Advisors, LP 877-665-1287 Loan Participation Funds Highland Floating Rate Opportunities Fund, Z HFRZX
American Funds 800-421-4225 Mixed-Asset Target 2020 Funds American Funds 2020 Target Date Retirement Fund, R-6 RRCTX
PIMCO 800-927-4648 International Income Funds PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional PFORX
BlackRock, Inc. 800-441-7762 Intermediate Municipal Debt Funds BlackRock Intermediate Municipal Fund, Institutional MAMTX
MFS Investment Management 800-225-2606 Global Large-Cap Core Funds MFS Global Equity Fund, I MWEIX
American Funds 800-421-4225 Mixed-Asset Target 2030 Funds American Funds 2030 Target Date Retirement Fund, R-6 RFETX
Federated Investors 800-341-7400 Mixed-Asset Target Allocation Conservative Funds Federated Capital Income Fund, F CAPFX
American Funds 800-421-4225 Mixed-Asset Target 2025 Funds American Funds 2025 Target Date Retirement Fund, R-6 RFDTX
Delaware Management Company 800-523-1918 Corporate Debt BBB-Rated Funds Delaware Extended Duration Bond Fund, Institutional DEEIX
Adams Asset Investors, LLC 800-704-6072 Small-Cap Value Funds Small Cap Value Fund Inc SCAPX
Hotchkis & Wiley Capital Management, LLC 866-493-8637 Mid-Cap Value Funds Hotchkis & Wiley Mid-Cap Value Fund, I HWMIX


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