Select another region

United States

Absolute Return Funds

3 Years Spectrum Advisors Preferred Fund, Investor Advisors Preferred, LLC
5 Years PIMCO Mortgage Opportunities and Bond Fund, Institutional PIMCO

Alternative Credit Focus Funds

3 Years Highland Opportunistic Credit Fund, Z Highland Capital Management Fund Advisors, LP
5 Years Frost Credit Fund, Institutional Frost Investment Advisors, LLC
10 Years AIG Flexible Credit Fund, A SunAmerica Asset Management, LLC

Alternative Equity Market Neutral Funds

3 Years Nuveen Equity Market Neutral Fund, I Nuveen Fund Advisors, LLC
5 Years Nuveen Equity Market Neutral Fund, I Nuveen Fund Advisors, LLC

Alternative Event Driven Funds

3 Years Catalyst IPOx Allocation Fund, I Catalyst Funds
5 Years BlackRock Event Driven Equity Fund, Institutional BlackRock, Inc.

Alternative Global Macro Funds

3 Years GMO Special Opportunities Fund, VI Grantham Mayo Van Otterloo & Company, LLC
5 Years KCM Macro Trends Fund, R-1 Kerns Capital Management, Inc.
10 Years RiverNorth Core Opportunity Fund, R RiverNorth Capital Management, Inc.

Alternative Long/Short Equity Funds

3 Years Gotham Enhanced 500 Fund, Institutional Gotham Asset Management, LLC
5 Years Natixis ASG Tactical U.S. Market Fund, A AlphaSimplex Group, LLC
10 Years Guggenheim Alpha Opportunity Fund, Institutional Guggenheim Investments

Alternative Managed Futures Funds

3 Years 361 Global Managed Futures Strategy Fund, I 361 Capital, LLC
5 Years Altegris Futures Evolution Strategy Fund, I Altegris Advisors, LLC

Alternative Multi-Strategy Funds

3 Years Infinity Q Diversified Alpha Fund, Institutional Infinity Q Capital Management, LLC
5 Years Franklin K2 Alternative Strategies Fund, R6 Franklin Templeton Investments

California Intermediate Municipal Debt Funds

3 Years BlackRock California Municipal Opportunities Fund, Institutional BlackRock, Inc.
5 Years Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral Vanguard Group, Inc.
10 Years Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral Vanguard Group, Inc.

California Municipal Debt Funds

3 Years Oppenheimer Rochester California Municipal Fund, Y OppenheimerFunds, Inc.
5 Years Nuveen California High Yield Municipal Bond Fund, I Nuveen Fund Advisors, LLC
10 Years Nuveen California High Yield Municipal Bond Fund, I Nuveen Fund Advisors, LLC

China Region Funds

3 Years Eaton Vance Greater China Growth Fund, I Eaton Vance Management
5 Years Neuberger Berman Greater China Equity Fund, Institutional Neuberger Berman Management, LLC
10 Years Fidelity China Region Fund Fidelity Management & Research Company

Commodities General Funds

3 Years BlackRock Commodity Strategies Fund, Institutional BlackRock, Inc.
5 Years LoCorr Long/Short Commodities Strategy Fund, I LoCorr Fund Management, LLC

Convertible Securities Funds

3 Years Franklin Convertible Securities Fund, R6 Franklin Templeton Investments
5 Years Franklin Convertible Securities Fund, Advisor Franklin Templeton Investments
10 Years Franklin Convertible Securities Fund, Advisor Franklin Templeton Investments

Core Bond Funds

3 Years Highland Fixed Income Fund, Y Highland Capital Management Fund Advisors, LP
5 Years Western Asset Core Bond Fund, IS Legg Mason
10 Years Putnam Income Fund, Y Putnam Investment Management, LLC

Core Plus Bond Funds

3 Years Eaton Vance Core Plus Bond Fund, I Eaton Vance Management
5 Years Morgan Stanley Institutional Core Plus Fixed Income Portfolio, I Morgan Stanley Investment Management, Inc.
10 Years USAA Intermediate-Term Bond Fund, Institutional USAA Asset Management Company

Corporate Debt A-Rated Funds

3 Years Ave Maria Bond Fund Schwartz Investment Counsel, Inc.
5 Years Vanguard Long-Term Investment-Grade Fund, Admiral Vanguard Group, Inc.
10 Years Vanguard Long-Term Investment-Grade Fund, Admiral Vanguard Group, Inc.

Corporate Debt BBB-Rated Funds

3 Years Morgan Stanley Institutional Corporate Bond Portfolio, I Morgan Stanley Investment Management, Inc.
5 Years Morgan Stanley Institutional Corporate Bond Portfolio, I Morgan Stanley Investment Management, Inc.
10 Years Delaware Extended Duration Bond Fund, Institutional Delaware Management Company

Dedicated Short-Bias Funds

3 Years ProFunds Short Oil & Gas ProFund, Investor ProFunds Group
5 Years ProFunds Short Oil & Gas ProFund, Investor ProFunds Group
10 Years ProFunds Short Oil & Gas ProFund, Investor ProFunds Group

Emerging Markets Funds

3 Years Ashmore Emerging Markets Equity Fund, Institutional Ashmore Funds
5 Years Fidelity Advisor Emerging Asia Fund, I Fidelity Management & Research Company
10 Years Fidelity Advisor Emerging Asia Fund, I Fidelity Management & Research Company

Emerging Markets Hard Currency Debt Funds

3 Years Ashmore Emerging Markets Short Duration Fund, Institutional Ashmore Funds
5 Years Fidelity Series Emerging Markets Debt Fund Fidelity Management & Research Company
10 Years GMO Emerging Country Debt Fund, IV Grantham Mayo Van Otterloo & Company, LLC

Emerging Markets Local Currency Debt Funds

3 Years Ashmore Emerging Markets Local Currency Bond Fund, Institutional Ashmore Funds
5 Years Eaton Vance Emerging Markets Debt Opportunities Fund, R6 Eaton Vance Management

Energy MLP Funds

3 Years Cohen & Steers MLP & Energy Opportunity Fund, Z Cohen & Steers Capital Management, Inc.
5 Years Tortoise MLP & Pipeline Fund, Institutional Tortoise Capital Advisors, LLC

Equity Income Funds

3 Years Stock Dividend Fund, Inc. Adams Asset Advisors, LLC
5 Years Columbia Dividend Income Fund, I3 Columbia Threadneedle Investments
10 Years BNY Mellon Income Stock Fund, M Dreyfus Corporation

European Region Funds

3 Years Invesco European Small Company Fund, Y Invesco Funds
5 Years DFA Continental Small Company Portfolio, Institutional Dimensional Fund Advisors, LP
10 Years Invesco European Small Company Fund, Y Invesco Funds

Financial Services Funds

3 Years Vanguard Financials Index Fund, Admiral Vanguard Group, Inc.
5 Years RMB Mendon Financial Services Fund, A RMB Capital Management
10 Years T. Rowe Price Financial Services Fund T. Rowe Price Associates, Inc.

Flexible Income Funds

3 Years PIMCO Preferred and Capital Securities Fund, Institutional PIMCO
5 Years First Trust Preferred Securities and Income Fund, I First Trust Advisors, LP

Flexible Portfolio Funds

3 Years Kinetics Market Opportunities Fund, Institutional Kinetics Asset Management, LLC
5 Years Catalyst/Lyons Tactical Allocation Fund, A Catalyst Funds
10 Years Loomis Sayles Global Allocation Fund, Y Loomis Sayles & Company, LP

General & Insured Municipal Debt Funds

3 Years Oppenheimer Rochester AMT-Free Municipal Fund, Y OppenheimerFunds, Inc.
5 Years Oppenheimer Rochester AMT-Free Municipal Fund, Y OppenheimerFunds, Inc.
10 Years Oppenheimer Rochester AMT-Free Municipal Fund, A OppenheimerFunds, Inc.

General Bond Funds

3 Years Cavalier Adaptive Income Fund, Institutional Cavalier Investments, Inc.
5 Years PIMCO Long-Term Credit Fund, Institutional PIMCO

General U.S. Government Funds

3 Years Morgan Stanley U.S. Government Securities Trust, I Morgan Stanley Investment Management, Inc.
5 Years PIMCO Long-Term U.S. Government Fund, Institutional PIMCO
10 Years PIMCO Long-Term U.S. Government Fund, Institutional PIMCO

General U.S. Treasury Funds

3 Years American Century Zero Coupon 2025 Fund, Investor American Century Investment Management, Inc.

Global Equity Income Funds

3 Years Steward Global Equity Income Fund, Institutional Crossmark Global Investments
5 Years Steward Global Equity Income Fund, Institutional Crossmark Global Investments
10 Years Steward Global Equity Income Fund, Institutional Crossmark Global Investments

Global Income Funds

3 Years John Hancock Global Short Duration Credit Fund, NAV John Hancock Group
5 Years JPMorgan Global Bond Opportunities, R6 J.P. Morgan Funds
10 Years Morgan Stanley Global Fixed Income Opportunities Fund, I Morgan Stanley Investment Management, Inc.

Global Infrastructure Funds

3 Years Voya CBRE Global Infrastructure Fund, I Voya Investments, LLC
5 Years Lazard Global Listed Infrastructure Portfolio, Institutional Lazard Asset Management, LLC

Global Large-Cap Core Funds

3 Years 1290 SmartBeta Equity Fund, T AXA Equitable Funds Management Group, LLC
5 Years JPMorgan Global Research Enhanced Index, I J.P. Morgan Funds

Global Large-Cap Growth Funds

3 Years Polen Global Growth Fund, Institutional Polen Capital Management, LLC
5 Years Virtus Vontobel Global Opportunities Fund, I Virtus Investment Partners, Inc.
10 Years GAMCO Global Growth Fund, I Gabelli Funds, LLC

Global Large-Cap Value Funds

3 Years Dodge & Cox Global Stock Fund Dodge & Cox
5 Years Dodge & Cox Global Stock Fund Dodge & Cox

Global Multi-Cap Core Funds

3 Years AB Global Core Equity Portfolio, Advisor AllianceBernstein, LP
5 Years QS Global Equity Fund, I Legg Mason
10 Years DFA Global Equity Portfolio, Institutional Dimensional Fund Advisors, LP

Global Multi-Cap Growth Funds

3 Years Baron Global Advantage Fund, Institutional BAMCO, Inc.
5 Years Morgan Stanley Institutional Global Opportunity Portfolio, IS Morgan Stanley Investment Management, Inc.
10 Years Morgan Stanley Institutional Global Opportunity Portfolio, I Morgan Stanley Investment Management, Inc.

Global Multi-Cap Value Funds

3 Years Fidelity Series Intrinsic Opportunistic Fund Fidelity Management & Research Company
5 Years Fidelity Series Intrinsic Opportunistic Fund Fidelity Management & Research Company
10 Years Polaris Global Value Fund Polaris Capital Management, LLC

Global Natural Resources Funds

3 Years GMO Resources Fund, IV Grantham Mayo Van Otterloo & Company, LLC
5 Years GMO Resources Fund, IV Grantham Mayo Van Otterloo & Company, LLC
10 Years T. Rowe Price New Era Fund T. Rowe Price Associates, Inc.

Global Real Estate Funds

3 Years Schwab Fundamental Global Real Estate Index Fund Charles Schwab Investment Management, Inc.
5 Years MFS Global Real Estate Fund, R6 MFS Investment Management
10 Years Principal Global Real Estate Securities Fund, Institutional Principal Global Investors, LLC

Global Small-/Mid-Cap Funds

3 Years Oppenheimer Global Opportunities Fund, I OppenheimerFunds, Inc.
5 Years Oppenheimer Global Opportunities Fund, I OppenheimerFunds, Inc.
10 Years Seven Canyons World Innovators Fund, Investor Seven Canyons Advisors, LLC

GNMA Funds

3 Years Voya GNMA Income Fund, I Voya Investments, LLC
5 Years Vanguard GNMA Fund, Admiral Vanguard Group, Inc.
10 Years PIMCO GNMA and Government Securities Fund, Institutional PIMCO

Health/Biotechnology Funds

3 Years Fidelity Select Medical Technology and Devices Portfolio Fidelity Management & Research Company
5 Years Fidelity Select Medical Technology and Devices Portfolio Fidelity Management & Research Company
10 Years T. Rowe Price Health Sciences Fund T. Rowe Price Associates, Inc.

High Yield Funds

3 Years Catalyst/SMH High Income Fund, I Catalyst Funds
5 Years Diamond Hill Corporate Credit Fund, Y Diamond Hill Capital Management, Inc.
10 Years Fidelity Advisor High Income Advantage Fund, I Fidelity Management & Research Company

High Yield Municipal Debt Funds

3 Years Oppenheimer Rochester High Yield Municipal Fund, Y OppenheimerFunds, Inc.
5 Years Oppenheimer Rochester High Yield Municipal Fund, Y OppenheimerFunds, Inc.
10 Years Nuveen High Yield Municipal Bond Fund, I Nuveen Fund Advisors, LLC

Industrials Funds

3 Years Fidelity Select Defense and Aerospace Portfolio Fidelity Management & Research Company
5 Years Fidelity Select Defense and Aerospace Portfolio Fidelity Management & Research Company

Inflation-Protected Bond Funds

3 Years Invesco Strategic Real Return Fund, Y Invesco Funds
5 Years Wells Fargo Real Return Fund, Administrator Wells Fargo Funds Management, LLC
10 Years PIMCO Fixed Income SHares Series R PIMCO

Intermediate Municipal Debt Funds

3 Years BlackRock Strategic Municipal Opportunities Fund, Institutional BlackRock, Inc.
5 Years BlackRock Strategic Municipal Opportunities Fund, Institutional BlackRock, Inc.
10 Years Hartford Municipal Opportunities Fund, I Hartford Funds

Intermediate U.S. Government Funds

3 Years American Funds Mortgage Fund, R6 American Funds
5 Years American Funds Mortgage Fund, R6 American Funds
10 Years DFA Intermediate Government Fixed Income Portfolio, Institutional Dimensional Fund Advisors, LP

International Equity Income Funds

3 Years BlackRock Emerging Markets Dividend Fund, Institutional BlackRock, Inc.
5 Years JPMorgan International Equity Income Fund, R5 J.P. Morgan Funds

International Income Funds

3 Years Harvest Asian Bond Fund, Institutional Harvest Global Investments Limited
5 Years Harvest Asian Bond Fund, Institutional Harvest Global Investments Limited
10 Years Templeton Global Total Return Fund, Advisor Franklin Templeton Investments

International Large-Cap Core Funds

3 Years Vanguard International Value Fund, Investor Vanguard Group, Inc.
5 Years T. Rowe Price Institutional International Core Equity Fund T. Rowe Price Associates, Inc.
10 Years T Rowe Price Overseas Stock Fund T. Rowe Price Associates, Inc.

International Large-Cap Growth Funds

3 Years Vanguard International Growth Fund, Admiral Vanguard Group, Inc.
5 Years Vanguard International Growth Fund, Admiral Vanguard Group, Inc.
10 Years Vanguard International Growth Fund, Admiral Vanguard Group, Inc.

International Multi-Cap Core Funds

3 Years Catholic Investor International Equity Fund, I Knights of Columbus Asset Advisors, LLC
5 Years PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged), Institutional PIMCO
10 Years PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged), Institutional PIMCO

International Multi-Cap Growth Funds

3 Years Morgan Stanley Institutional International Advantage Portfolio, I Morgan Stanley Investment Management, Inc.
5 Years Morgan Stanley Institutional International Advantage Portfolio, I Morgan Stanley Investment Management, Inc.
10 Years Fidelity International Capital Appreciation Fund Fidelity Management & Research Company

International Multi-Cap Value Funds

3 Years Hartford International Value Fund, Y Hartford Funds
5 Years Hartford International Value Fund, Y Hartford Funds
10 Years Hartford Schroders International Multi-Cap Value Fund, I Hartford Funds

International Real Estate Funds

3 Years Fidelity Advisor International Real Estate Fund, I Fidelity Management & Research Company

International Small/Mid-Cap Core Funds

3 Years Fidelity International Small Cap Fund Fidelity Management & Research Company
5 Years Fidelity Advisor International Small Cap Fund, I Fidelity Management & Research Company
10 Years Schwab Fundamental International Small Company Index Fund Charles Schwab Investment Management, Inc.

International Small/Mid-Cap Growth Funds

3 Years WCM International Small Cap Growth Fund, Institutional WCM Investment Management
5 Years Oppenheimer International Small-Mid Company Fund, I OppenheimerFunds, Inc.
10 Years Oppenheimer International Small-Mid Company Fund, Y OppenheimerFunds, Inc.

Japanese Funds

3 Years Hennessy Japan Small Cap Fund, Institutional Hennessy Advisors, Inc.

Large-Cap Core Funds

3 Years GMO Quality Fund, V Grantham Mayo Van Otterloo & Company, LLC
5 Years Vanguard PRIMECAP Fund, Admiral PRIMECAP Management Company
10 Years PIMCO StocksPLUS Absolute Return Fund, Institutional PIMCO

Large-Cap Growth Funds

3 Years T. Rowe Price Institutional Large-Cap Growth Fund T. Rowe Price Associates, Inc.
5 Years T. Rowe Price Institutional Large-Cap Growth Fund T. Rowe Price Associates, Inc.
10 Years Shelton NASDAQ-100 Index Fund, Direct Shelton Capital Management

Large-Cap Value Funds

3 Years DoubleLine Shiller Enhanced CAPE, I DoubleLine Funds
5 Years DoubleLine Shiller Enhanced CAPE, I DoubleLine Funds
10 Years Schwab Fundamental US Large Company Index Fund Charles Schwab Investment Management, Inc.

Loan Participation Funds

3 Years Hartford Floating Rate High Income Fund, R5 Hartford Funds
5 Years American Beacon Sound Point Floating Rate Income Fund, Institutional American Beacon Advisors, Inc.
10 Years Eaton Vance Floating-Rate Advantage Fund, I Eaton Vance Management

Massachusetts Municipal Debt Funds

3 Years Vanguard Massachusetts Tax-Exempt Fund, Investor Vanguard Group, Inc.
5 Years Nuveen Massachusetts Municipal Bond Fund, I Nuveen Fund Advisors, LLC
10 Years Eaton Vance Massachusetts Municipal Income Fund, I Eaton Vance Management

Mid-Cap Core Funds

3 Years Thrivent Mid Cap Stock Fund, S Thrivent Mutual Funds
5 Years Thrivent Mid Cap Stock Fund, S Thrivent Mutual Funds
10 Years Thrivent Mid Cap Stock Fund, S Thrivent Mutual Funds

Mid-Cap Growth Funds

3 Years Virtus KAR Mid-Cap Growth Fund, I Virtus Investment Partners, Inc.
5 Years BlackRock Mid-Cap Growth Equity Portfolio, Institutional BlackRock, Inc.
10 Years T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Associates, Inc.

Mid-Cap Value Funds

3 Years Great-West Mid Cap Value Fund, Institutional GW Capital Management, LLC
5 Years Great-West Mid Cap Value Fund, Investor GW Capital Management, LLC
10 Years Vanguard Mid-Cap Value Index Fund, Investor Vanguard Group, Inc.

Minnesota Municipal Debt Funds

3 Years Sit Minnesota Tax-Free Income Fund Sit Investment Associates, Inc.
5 Years Nuveen Minnesota Municipal Bond Fund, I Nuveen Fund Advisors, LLC
10 Years Nuveen Minnesota Municipal Bond Fund, I Nuveen Fund Advisors, LLC

Mixed-Asset Target 2010 Funds

3 Years T. Rowe Price Retirement I 2010 Fund, I T. Rowe Price Associates, Inc.
5 Years American Funds 2010 Target Date Retirement Fund, R6 American Funds
10 Years T. Rowe Price Retirement 2010 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2015 Funds

3 Years Wells Fargo Dynamic Target 2015 Fund, R6 Wells Fargo Funds Management, LLC
5 Years Fidelity Freedom 2015 Fund Fidelity Management & Research Company
10 Years T. Rowe Price Retirement 2015 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2020 Funds

3 Years Wells Fargo Dynamic Target 2020 Fund, R6 Wells Fargo Funds Management, LLC
5 Years T. Rowe Price Retirement 2020 Fund T. Rowe Price Associates, Inc.
10 Years T. Rowe Price Retirement 2020 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2025 Funds

3 Years Wells Fargo Dynamic Target 2025 Fund, R6 Wells Fargo Funds Management, LLC
5 Years T. Rowe Price Retirement 2025 Fund T. Rowe Price Associates, Inc.
10 Years T. Rowe Price Retirement 2025 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2030 Funds

3 Years Wells Fargo Dynamic Target 2030 Fund, R6 Wells Fargo Funds Management, LLC
5 Years American Funds 2030 Target Date Retirement Fund, R6 American Funds
10 Years T. Rowe Price Retirement 2030 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2035 Funds

3 Years American Funds 2035 Target Date Retirement Fund, R6 American Funds
5 Years American Funds 2035 Target Date Retirement Fund, R6 American Funds
10 Years T. Rowe Price Retirement 2035 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2040 Funds

3 Years American Funds 2040 Target Date Retirement Fund, R6 American Funds
5 Years American Funds 2040 Target Date Retirement Fund, R6 American Funds
10 Years T. Rowe Price Retirement 2040 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2045 Funds

3 Years American Funds 2045 Target Date Retirement Fund, R6 American Funds
5 Years American Funds 2045 Target Date Retirement Fund, R6 American Funds
10 Years T. Rowe Price Retirement 2045 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2050 Funds

3 Years American Funds 2050 Target Date Retirement Fund, R6 American Funds
5 Years American Funds 2050 Target Date Retirement Fund, R6 American Funds
10 Years T. Rowe Price Retirement 2050 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2055+ Funds

3 Years TIAA-CREF Lifecycle Index 2060 Fund, Institutional TIAA Investments
5 Years American Funds 2055 Target Date Retirement Fund, R6 American Funds

Mixed-Asset Target Allocation Aggressive Growth Funds

3 Years MFS Aggressive Growth Allocation Fund, R4 MFS Investment Management
5 Years Thrivent Aggressive Allocation Fund, S Thrivent Mutual Funds
10 Years Great-West Aggressive Profile Fund, Investor GW Capital Management, LLC

Mixed-Asset Target Allocation Conservative Funds

3 Years Pioneer Multi-Asset Income Fund, K Amundi Pioneer Asset Management, Inc.
5 Years Wells Fargo Diversified Income Builder Fund, Institutional Wells Fargo Funds Management, LLC
10 Years Wells Fargo Diversified Income Builder Fund, Institutional Wells Fargo Funds Management, LLC

Mixed-Asset Target Allocation Growth Funds

3 Years Wells Fargo Diversified Capital Builder Fund, I Wells Fargo Funds Management, LLC
5 Years Wells Fargo Diversified Capital Builder Fund, I Wells Fargo Funds Management, LLC
10 Years T. Rowe Price Capital Appreciation Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target Allocation Moderate Funds

3 Years Catalyst/SMH Total Return Income Fund, I Catalyst Funds
5 Years Wells Fargo Index Asset Allocation Fund, Administrator Wells Fargo Funds Management, LLC
10 Years SEI Defensive Strategy Allocation Fund, F SEI Group

Mixed-Asset Target Today Funds

3 Years PIMCO RealPath Blend Income Fund, Institutional PIMCO
5 Years TIAA-CREF Lifecycle Retirement Income Fund, Institutional TIAA Investments
10 Years BlackRock LifePath Smart Beta Retirement Fund, K BlackRock, Inc.

Multi-Cap Core Funds

3 Years AQR Large Cap Defensive Style Fund, R6 AQR Capital Management, LLC
5 Years AQR Large Cap Defensive Style Fund, I AQR Capital Management, LLC
10 Years Pin Oak Equity Fund Oak Associates, Ltd.

Multi-Cap Growth Funds

3 Years Zevenbergen Genea Fund, Institutional Zevenbergen Capital Investments, LLC
5 Years Morgan Stanley Multi Cap Growth Trust, IS Morgan Stanley Investment Management, Inc.
10 Years Fidelity OTC Portfolio, K Fidelity Management & Research Company

Multi-Cap Value Funds

3 Years Copley Fund Copley Financial Services Corporation
5 Years Copley Fund Copley Financial Services Corporation
10 Years Hotchkis & Wiley Value Opportunities Fund, I Hotchkis & Wiley Capital Management, LLC

Multi-Sector Income Funds

3 Years AlphaCentric Income Opportunities Fund, I AlphaCentric Advisors, LLC
5 Years Credit Suisse Strategic Income Fund, I Credit Suisse Asset Management, LLC
10 Years PIMCO Income Fund, Institutional PIMCO

Natural Resources Funds

3 Years ICON Natural Resources Fund, S Icon Funds
5 Years ICON Natural Resources Fund, S Icon Funds
10 Years Fidelity Advisor Energy Fund, I Fidelity Management & Research Company

New Jersey Municipal Debt Funds

3 Years Vanguard New Jersey Long-Term Tax-Exempt Fund, Admiral Vanguard Group, Inc.
5 Years Vanguard New Jersey Long-Term Tax-Exempt Fund, Admiral Vanguard Group, Inc.
10 Years Eaton Vance New Jersey Municipal Income Fund, I Eaton Vance Management

New York Intermediate Municipal Debt Funds

3 Years BlackRock New York Municipal Opportunities Fund, Institutional BlackRock, Inc.
5 Years Columbia AMT-Free New York Intermediate Muni Bond Fund, I Columbia Threadneedle Investments
10 Years Franklin New York Intermediate-Term Tax-Free Income Fund, A1 Franklin Templeton Investments

New York Municipal Debt Funds

3 Years Oppenheimer Rochester Fund Municipals Fund, Y OppenheimerFunds, Inc.
5 Years Oppenheimer Rochester Fund Municipals Fund, Y OppenheimerFunds, Inc.
10 Years Oppenheimer Rochester Fund Municipals Fund, Y OppenheimerFunds, Inc.

Ohio Municipal Debt Funds

3 Years Vanguard Ohio Long-Term Tax-Exempt Fund, Investor Vanguard Group, Inc.
5 Years Vanguard Ohio Long-Term Tax-Exempt Fund, Investor Vanguard Group, Inc.
10 Years Vanguard Ohio Long-Term Tax-Exempt Fund, Investor Vanguard Group, Inc.

Pacific Ex-Japan Funds

3 Years T. Rowe Price Asia Opportunities Fund T. Rowe Price Associates, Inc.
5 Years Matthews Pacific Tiger Fund, Institutional Matthews International Capital Management, LLC
10 Years Invesco Asia Pacific Growth Fund, Y Invesco Funds

Pacific Region Funds

3 Years Matthews Asia Value Fund, Institutional Matthews International Capital Management, LLC

Pennsylvania Municipal Debt Funds

3 Years Oppenheimer Rochester Pennsylvania Municipal Fund, Y OppenheimerFunds, Inc.
5 Years Oppenheimer Rochester Pennsylvania Municipal Fund, Y OppenheimerFunds, Inc.
10 Years Oppenheimer Rochester Pennsylvania Municipal Fund, A OppenheimerFunds, Inc.

Precious Metals Equity Funds

3 Years EuroPac Gold Fund, A Euro Pacific Asset Management, LLC
5 Years EuroPac Gold Fund, A Euro Pacific Asset Management, LLC
10 Years VanEck International Investors Gold Fund, I Van Eck Associates Corporation

Real Estate Funds

3 Years Davis Real Estate Fund, Y Davis Selected Advisers, LP
5 Years Cohen & Steers Real Estate Securities Fund, I Cohen & Steers Capital Management, Inc.
10 Years Aberdeen Realty Income & Growth Fund, Institutional Aberdeen Asset Management

Retirement Income Funds

3 Years American Funds Retirement Income Portfolio - Enhanced, R6 American Funds
5 Years Fidelity Advisor Managed Retirement 2025 Fund, I Fidelity Management & Research Company
10 Years Fidelity Advisor Managed Retirement 2025 Fund, I Fidelity Management & Research Company

Science & Technology Funds

3 Years Firsthand Technology Opportunities Fund Firsthand Capital Management, Inc.
5 Years Columbia Global Technology Growth Fund, I2 Columbia Threadneedle Investments
10 Years Red Oak Technology Select Fund Oak Associates, Ltd.

Short Investment-Grade Debt Funds

3 Years PIMCO Low Duration Income Fund, Institutional PIMCO
5 Years Morgan Stanley Institutional Short Duration Income Portfolio, I Morgan Stanley Investment Management, Inc.
10 Years Lord Abbett Short Duration Income Fund, I Lord Abbett & Company, LLC

Short Municipal Debt Funds

3 Years Oppenheimer Short Term Municipal Fund, Y OppenheimerFunds, Inc.
5 Years Oppenheimer Short Term Municipal Fund, Y OppenheimerFunds, Inc.
10 Years Virtus Seix Short-Term Municipal Bond Fund, I Virtus Investment Partners, Inc.

Short U.S. Government Funds

3 Years Eaton Vance Short Duration Government Income Fund, I Eaton Vance Management
5 Years Eaton Vance Short Duration Government Income Fund, I Eaton Vance Management
10 Years Oppenheimer Limited-Term Government Fund, Y OppenheimerFunds, Inc.

Short-Intermediate Investment-Grade Debt Funds

3 Years Thompson Bond Fund Thompson IM Funds
5 Years Thompson Bond Fund Thompson IM Funds
10 Years Virtus Newfleet Multi-Sector Short Term Bond Fund, I Virtus Investment Partners, Inc.

Short-Intermediate Municipal Debt Funds

3 Years Eaton Vance Short Duration Municipal Opportunities Fund, I Eaton Vance Management
5 Years Eaton Vance Short Duration Municipal Opportunities Fund, I Eaton Vance Management
10 Years Invesco Limited Term Municipal Income Fund, A2 Invesco Funds

Short-Intermediate U.S. Government Funds

3 Years Eaton Vance Government Obligations Fund, I Eaton Vance Management
5 Years Eaton Vance Government Obligations Fund, I Eaton Vance Management
10 Years Natixis Loomis Sayles Limited Term Government and Agency Fund, Y Loomis Sayles & Company, LP

Small-Cap Core Funds

3 Years Thrivent Small Cap Stock Fund, S Thrivent Mutual Funds
5 Years Thrivent Small Cap Stock Fund, S Thrivent Mutual Funds
10 Years PIMCO StocksPLUS Small Fund, Institutional PIMCO

Small-Cap Growth Funds

3 Years Virtus KAR Small-Cap Growth Fund, I Virtus Investment Partners, Inc.
5 Years Virtus KAR Small-Cap Growth Fund, I Virtus Investment Partners, Inc.
10 Years AB Small Cap Growth Portfolio, I AllianceBernstein, LP

Small-Cap Value Funds

3 Years Small Cap Value Fund, Inc. Adams Asset Advisors, LLC
5 Years MFS New Discovery Value Fund, R6 MFS Investment Management
10 Years Hotchkis & Wiley Small Cap Value Fund, I Hotchkis & Wiley Capital Management, LLC

U.S. Mortgage Funds

3 Years Voya Securitized Credit Fund, P Voya Investments, LLC
5 Years Morgan Stanley Mortgage Securities Trust, I Morgan Stanley Investment Management, Inc.
10 Years TCW Total Return Bond Fund, I TCW Investment Management Company

Ultra-Short Obligation Funds

3 Years PIMCO Short-Term Fund, Institutional PIMCO
5 Years PIMCO Short-Term Fund, Institutional PIMCO
10 Years PIMCO Short-Term Fund, Institutional PIMCO

Utility Funds

3 Years Fidelity Select Utilities Portfolio Fidelity Management & Research Company
5 Years Vanguard Utilities Index Fund, Admiral Vanguard Group, Inc.
10 Years PGIM Jennison Utility Fund, Z PGIM Investments, LLC

Virginia Municipal Debt Funds

3 Years Nuveen Virginia Municipal Bond Fund, I Nuveen Fund Advisors, LLC
5 Years Nuveen Virginia Municipal Bond Fund, I Nuveen Fund Advisors, LLC
10 Years Nuveen Virginia Municipal Bond Fund, I Nuveen Fund Advisors, LLC
Past Event United States
Mar 07, 2019 17th Lipper Fund Awards New York City at Mandarin Oriental View photos