The 2019 Refinitiv Lipper Fund Awards winners have been announced. Lipper measures the winners by their risk-adjusted returns over multiple periods. Award winners are rewarded for consistency over time, including the top 3-year, 5-year and 10-year funds, as well as trophy winners across 10 distinct categories.
We've collected the full list of funds honored by Lipper and presented them below.
Use the interactive list to filter by years of return, and sort by fund category, fund company, ticker and fund name. Search for trophy to identify all 60 trophy winners.
| Award | Firm Size | Company |
|---|---|---|
| Fixed Income | Small Company | Ashmore Funds |
| Overall | Small Company | GuideStone Funds Trust |
| Fixed Income | Large Company | Morgan Stanley Investment Management, Inc. |
| Overall | Large Company | PIMCO |
| Equity | Large Company | PIMCO |
| Equity | Small Company | PRIMECAP Management Company |
| Mixed Assets | Small Company | Thrivent Mutual Funds |
| Fund Name | Ticker | Classification | Company | Time Period |
|---|---|---|---|---|
| 361 Global Managed Futures Strategy Fund, I | AGFZX | Alternative Managed Futures Funds | 361 Capital, LLC | 3 |
| Aberdeen Realty Income & Growth Fund, Institutional | AIGYX | Real Estate Funds | Aberdeen Asset Management | 10 |
| Stock Dividend Fund | SDIVX | Equity Income Funds | Adams Asset Investors, LLC | 3 |
| Small Cap Value Fund, Inc. | SCAPX | Small-Cap Value Funds | Adams Asset Investors, LLC | 3 |
| Spectrum Advisors Preferred Fund, Investor | SAPEX | Absolute Return Funds | Advisors Preferred, LLC | 3 |
| AB Global Core Equity Portfolio, Advisor | GCEYX | Global Multi-Cap Core Funds | AllianceBernstein, LP | 3 |
| AB Small Cap Growth Portfolio, I | QUAIX | Small-Cap Growth Funds | AllianceBernstein, LP | 10 |
| AlphaCentric Income Opportunities Fund, I | IOFIX | Multi-Sector Income Funds | AlphaCentric Advisors, LLC | 3 |
| Natixis ASG Tactical U.S. Market Fund, A | USMAX | Alternative Long/Short Equity Funds | AlphaSimplex Group, LLC | 5 |
| Altegris Futures Evolution Strategy Fund, I | EVOIX | Alternative Managed Futures Funds | Altegris Advisors, LLC | 5 |
| American Beacon Sound Point Floating Rate Income Fund, Institutional | SPFLX | Loan Participation Funds | American Beacon Advisors, Inc. | 5 |
| American Century Zero Coupon 2025 Fund, Investor | BTTRX | General U.S. Treasury Funds | American Century Investment Management, Inc. | 3 |
| American Funds Mortgage Fund, R6 | RMAGX | Intermediate U.S. Government Funds | American Funds | 3 |
| American Funds Mortgage Fund, R6 | RMAGX | Intermediate U.S. Government Funds | American Funds | 5 |
| American Funds 2010 Target Date Retirement Fund, R6 | RFTTX | Mixed-Asset Target 2010 Funds | American Funds | 5 |
| American Funds 2030 Target Date Retirement Fund, R6 | RFETX | Mixed-Asset Target 2030 Funds | American Funds | 5 |
| American Funds 2035 Target Date Retirement Fund, R6 | RFFTX | Mixed-Asset Target 2035 Funds | American Funds | 3 |
| American Funds 2035 Target Date Retirement Fund, R6 | RFFTX | Mixed-Asset Target 2035 Funds | American Funds | 5 |
| American Funds 2050 Target Date Retirement Fund, R6 | RFITX | Mixed-Asset Target 2050 Funds | American Funds | 3 |
| American Funds 2050 Target Date Retirement Fund, R6 | RFITX | Mixed-Asset Target 2050 Funds | American Funds | 5 |
| American Funds 2040 Target Date Retirement Fund, R6 | RFGTX | Mixed-Asset Target 2040 Funds | American Funds | 3 |
| American Funds 2040 Target Date Retirement Fund, R6 | RFGTX | Mixed-Asset Target 2040 Funds | American Funds | 5 |
| American Funds 2045 Target Date Retirement Fund, R6 | RFHTX | Mixed-Asset Target 2045 Funds | American Funds | 3 |
| American Funds 2045 Target Date Retirement Fund, R6 | RFHTX | Mixed-Asset Target 2045 Funds | American Funds | 5 |
| American Funds 2055 Target Date Retirement Fund, R6 | RFKTX | Mixed-Asset Target 2055+ Funds | American Funds | 5 |
| American Funds Retirement Income Portfolio - Enhanced, R6 | RVRPX | Retirement Income Funds | American Funds | 3 |
| Pioneer Multi-Asset Income Fund, K | PMFKX | Mixed-Asset Target Allocation Conservative Funds | Amundi Pioneer Asset Management, Inc. | 3 |
| AQR Large Cap Defensive Style Fund, R6 | QUERX | Multi-Cap Core Funds | AQR Capital Management, LLC | 3 |
| AQR Large Cap Defensive Style Fund, I | AUEIX | Multi-Cap Core Funds | AQR Capital Management, LLC | 5 |
| Ashmore Emerging Markets Equity Fund, Institutional | EMFIX | Emerging Markets Funds | Ashmore Funds | 3 |
| Ashmore Emerging Markets Short Duration Fund, Institutional | ESFIX | Emerging Markets Hard Currency Debt Funds | Ashmore Funds | 3 |
| Ashmore Emerging Markets Local Currency Bond Fund, Institutional | ELBIX | Emerging Markets Local Currency Debt Funds | Ashmore Funds | 3 |
| 1290 SmartBeta Equity Fund, T | TNBCX | Global Large-Cap Core Funds | AXA Equitable Funds Management Group, LLC | 3 |
| Baron Global Advantage Fund, Institutional | BGAIX | Global Multi-Cap Growth Funds | BAMCO, Inc. | 3 |
| BlackRock Event Driven Equity Fund, Institutional | BILPX | Alternative Event Driven Funds | BlackRock, Inc. | 5 |
| BlackRock California Municipal Opportunities Fund, Institutional | MACMX | California Intermediate Municipal Debt Funds | BlackRock, Inc. | 3 |
| BlackRock Commodity Strategies Fund, Institutional | BICSX | Commodities General Funds | BlackRock, Inc. | 3 |
| BlackRock Emerging Markets Dividend Fund, Institutional | BICHX | International Equity Income Funds | BlackRock, Inc. | 3 |
| BlackRock Strategic Municipal Opportunities Fund, Institutional | MAMTX | Intermediate Municipal Debt Funds | BlackRock, Inc. | 3 |
| BlackRock Strategic Municipal Opportunities Fund, Institutional | MAMTX | Intermediate Municipal Debt Funds | BlackRock, Inc. | 5 |
| BlackRock LifePath Smart Beta Retirement Fund, K | BIPBX | Mixed-Asset Target Today Funds | BlackRock, Inc. | 10 |
| BlackRock Mid-Cap Growth Equity Portfolio, Institutional | CMGIX | Mid-Cap Growth Funds | BlackRock, Inc. | 5 |
| BlackRock New York Municipal Opportunities Fund, Institutional | MANKX | New York Intermediate Municipal Debt Funds | BlackRock, Inc. | 3 |
| Catalyst IPOx Allocation Fund, I | OIPIX | Alternative Event Driven Funds | Catalyst Funds | 3 |
| Catalyst/Lyons Tactical Allocation Fund, A | CLTAX | Flexible Portfolio Funds | Catalyst Funds | 5 |
| Catalyst/SMH High Income Fund, I | HIIIX | High Yield Funds | Catalyst Funds | 3 |
| Catalyst/SMH Total Return Income Fund, I | TRIIX | Mixed-Asset Target Allocation Moderate Funds | Catalyst Funds | 3 |
| Cavalier Adaptive Income Fund, Institutional | CADTX | General Bond Funds | Cavalier Investments, Inc. | 3 |
| Schwab Fundamental Global Real Estate Index Fund | SFREX | Global Real Estate Funds | Charles Schwab Investment Management, Inc. | 3 |
| Schwab Fundamental International Small Company Index Fund | SFILX | International Small/Mid-Cap Core Funds | Charles Schwab Investment Management, Inc. | 10 |
| Schwab Fundamental US Large Company Index Fund | SFLNX | Large-Cap Value Funds | Charles Schwab Investment Management, Inc. | 10 |
| Cohen & Steers MLP & Energy Opportunity Fund, Z | MLOZX | Energy MLP Funds | Cohen & Steers Capital Management, Inc. | 3 |
| Cohen & Steers Real Estate Securities Fund, I | CSDIX | Real Estate Funds | Cohen & Steers Capital Management, Inc. | 5 |
| Columbia Dividend Income Fund, I3 | CDDYX | Equity Income Funds | Columbia Threadneedle Investments | 5 |
| Columbia AMT-Free New York Intermediate Muni Bond Fund, I | GNYTX | New York Intermediate Municipal Debt Funds | Columbia Threadneedle Investments | 5 |
| Columbia Global Technology Growth Fund, I2 | CTHRX | Science & Technology Funds | Columbia Threadneedle Investments | 5 |
| Copley Fund | COPLX | Multi-Cap Value Funds | Copley Financial Services Corporation | 3 |
| Copley Fund | COPLX | Multi-Cap Value Funds | Copley Financial Services Corporation | 5 |
| Credit Suisse Strategic Income Fund, I | CSOIX | Multi-Sector Income Funds | Credit Suisse Asset Management, LLC | 5 |
| Steward Global Equity Income Fund, Institutional | SGISX | Global Equity Income Funds | Crossmark Global Investments | 10 |
| Steward Global Equity Income Fund, Institutional | SGISX | Global Equity Income Funds | Crossmark Global Investments | 3 |
| Steward Global Equity Income Fund, Institutional | SGISX | Global Equity Income Funds | Crossmark Global Investments | 5 |
| Davis Real Estate Fund, Y | DREYX | Real Estate Funds | Davis Selected Advisers, LP | 3 |
| Delaware Extended Duration Bond Fund, Institutional | DEEIX | Corporate Debt BBB-Rated Funds | Delaware Management Company | 10 |
| Diamond Hill Corporate Credit Fund, Y | DSIYX | High Yield Funds | Diamond Hill Capital Management, Inc. | 5 |
| DFA Continental Small Company Portfolio, Institutional | DFCSX | European Region Funds | Dimensional Fund Advisors, LP | 5 |
| DFA Global Equity Portfolio, Institutional | DGEIX | Global Multi-Cap Core Funds | Dimensional Fund Advisors, LP | 10 |
| DFA Intermediate Government Fixed Income Portfolio, Institutional | DFIGX | Intermediate U.S. Government Funds | Dimensional Fund Advisors, LP | 10 |
| Dodge & Cox Global Stock Fund | DODWX | Global Large-Cap Value Funds | Dodge & Cox | 3 |
| Dodge & Cox Global Stock Fund | DODWX | Global Large-Cap Value Funds | Dodge & Cox | 5 |
| DoubleLine Shiller Enhanced CAPE, I | DSEEX | Large-Cap Value Funds | DoubleLine Funds | 3 |
| DoubleLine Shiller Enhanced CAPE, I | DSEEX | Large-Cap Value Funds | DoubleLine Funds | 5 |
| BNY Mellon Income Stock Fund, M | MPISX | Equity Income Funds | Dreyfus Corporation | 10 |
| Eaton Vance Greater China Growth Fund, I | EICGX | China Region Funds | Eaton Vance Management | 3 |
| Eaton Vance Core Plus Bond Fund, I | EIBAX | Core Plus Bond Funds | Eaton Vance Management | 3 |
| Eaton Vance Emerging Markets Debt Opportunities Fund, R6 | EELDX | Emerging Markets Local Currency Debt Funds | Eaton Vance Management | 5 |
| Eaton Vance Floating-Rate Advantage Fund, I | EIFAX | Loan Participation Funds | Eaton Vance Management | 10 |
| Eaton Vance Massachusetts Municipal Income Fund, I | EIMAX | Massachusetts Municipal Debt Funds | Eaton Vance Management | 10 |
| Eaton Vance New Jersey Municipal Income Fund, I | EINJX | New Jersey Municipal Debt Funds | Eaton Vance Management | 10 |
| Eaton Vance Short Duration Municipal Opportunities Fund, I | EMAIX | Short-Intermediate Municipal Debt Funds | Eaton Vance Management | 3 |
| Eaton Vance Short Duration Municipal Opportunities Fund, I | EMAIX | Short-Intermediate Municipal Debt Funds | Eaton Vance Management | 5 |
| Eaton Vance Government Obligations Fund, I | EIGOX | Short-Intermediate U.S. Government Funds | Eaton Vance Management | 3 |
| Eaton Vance Government Obligations Fund, I | EIGOX | Short-Intermediate U.S. Government Funds | Eaton Vance Management | 5 |
| Eaton Vance Short Duration Government Income Fund, I | EILDX | Short U.S. Government Funds | Eaton Vance Management | 3 |
| Eaton Vance Short Duration Government Income Fund, I | EILDX | Short U.S. Government Funds | Eaton Vance Management | 5 |
| EuroPac Gold Fund, A | EPGFX | Precious Metals Equity Funds | Euro Pacific Asset Management, LLC | 3 |
| EuroPac Gold Fund, A | EPGFX | Precious Metals Equity Funds | Euro Pacific Asset Management, LLC | 5 |
| Fidelity China Region Fund | FHKCX | China Region Funds | Fidelity Management & Research Company | 10 |
| Fidelity Advisor Emerging Asia Fund, I | FERIX | Emerging Markets Funds | Fidelity Management & Research Company | 10 |
| Fidelity Advisor Emerging Asia Fund, I | FERIX | Emerging Markets Funds | Fidelity Management & Research Company | 5 |
| Fidelity Series Emerging Markets Debt Fund | FEDCX | Emerging Markets Hard Currency Debt Funds | Fidelity Management & Research Company | 5 |
| Fidelity Series Intrinsic Opportunistic Fund | FDMLX | Global Multi-Cap Value Funds | Fidelity Management & Research Company | 3 |
| Fidelity Series Intrinsic Opportunistic Fund | FDMLX | Global Multi-Cap Value Funds | Fidelity Management & Research Company | 5 |
| Fidelity Select Medical Equipment and Systems Portfolio | FSMEX | Health/Biotechnology Funds | Fidelity Management & Research Company | 3 |
| Fidelity Select Medical Equipment and Systems Portfolio | FSMEX | Health/Biotechnology Funds | Fidelity Management & Research Company | 5 |
| Fidelity Advisor High Income Advantage Fund, I | FAHCX | High Yield Funds | Fidelity Management & Research Company | 10 |
| Fidelity Select Defense and Aerospace Portfolio | FSDAX | Industrials Funds | Fidelity Management & Research Company | 3 |
| Fidelity Select Defense and Aerospace Portfolio | FSDAX | Industrials Funds | Fidelity Management & Research Company | 5 |
| Fidelity International Capital Appreciation Fund | FIVFX | International Multi-Cap Growth Funds | Fidelity Management & Research Company | 10 |
| Fidelity Advisor International Real Estate Fund, I | FIRIX | International Real Estate Funds | Fidelity Management & Research Company | 3 |
| Fidelity International Small Cap Fund | FISMX | International Small/Mid-Cap Core Funds | Fidelity Management & Research Company | 3 |
| Fidelity Advisor International Small Cap Fund, I | FIXIX | International Small/Mid-Cap Core Funds | Fidelity Management & Research Company | 5 |
| Fidelity Freedom 2015 Fund | FFVFX | Mixed-Asset Target 2015 Funds | Fidelity Management & Research Company | 5 |
| Fidelity OTC Portfolio, K | FOCKX | Multi-Cap Growth Funds | Fidelity Management & Research Company | 10 |
| Fidelity Advisor Managed Retirement 2025 Fund, I | FIRFX | Retirement Income Funds | Fidelity Management & Research Company | 10 |
| Fidelity Advisor Managed Retirement 2025 Fund, I | FIRFX | Retirement Income Funds | Fidelity Management & Research Company | 5 |
| Fidelity Advisor Energy Fund, I | FANIX | Natural Resources Funds | Fidelity Management & Research Company | 10 |
| Fidelity Select Utilities Portfolio | FSUTX | Utility Funds | Fidelity Management & Research Company | 3 |
| First Trust Preferred Securities and Income Fund, I | FPEIX | Flexible Income Funds | First Trust Advisors, LP | 5 |
| Firsthand Technology Opportunities Fund | TEFQX | Science & Technology Funds | Firsthand Capital Management, Inc. | 3 |
| Franklin K2 Alternative Strategies Fund, R6 | FASRX | Alternative Multi-Strategy Funds | Franklin Templeton Investments | 5 |
| Franklin Convertible Securities Fund, Advisor | FCSZX | Convertible Securities Funds | Franklin Templeton Investments | 10 |
| Franklin Convertible Securities Fund, R6 | FCSKX | Convertible Securities Funds | Franklin Templeton Investments | 3 |
| Franklin Convertible Securities Fund, Advisor | FCSZX | Convertible Securities Funds | Franklin Templeton Investments | 5 |
| Templeton Global Total Return Fund, Advisor | TTRZX | International Income Funds | Franklin Templeton Investments | 10 |
| Franklin New York Intermediate-Term Tax-Free Income Fund, A1 | FKNIX | New York Intermediate Municipal Debt Funds | Franklin Templeton Investments | 10 |
| Frost Credit Fund, Institutional | FCFIX | Alternative Credit Focus Funds | Frost Investment Advisors, LLC | 5 |
| GAMCO Global Growth Fund, I | GGGIX | Global Large-Cap Growth Funds | Gabelli Funds, LLC | 10 |
| Gotham Enhanced 500 Fund, Institutional | GENFX | Alternative Long/Short Equity Funds | Gotham Asset Management, LLC | 3 |
| GMO Special Opportunities Fund, VI | GSOFX | Alternative Global Macro Funds | Grantham Mayo Van Otterloo & Company, LLC | 3 |
| GMO Emerging Country Debt Fund, IV | GMDFX | Emerging Markets Hard Currency Debt Funds | Grantham Mayo Van Otterloo & Company, LLC | 10 |
| GMO Resources Fund, IV | GOVIX | Global Natural Resources Funds | Grantham Mayo Van Otterloo & Company, LLC | 3 |
| GMO Resources Fund, IV | GOVIX | Global Natural Resources Funds | Grantham Mayo Van Otterloo & Company, LLC | 5 |
| GMO Quality Fund, V | GQLFX | Large-Cap Core Funds | Grantham Mayo Van Otterloo & Company, LLC | 3 |
| Guggenheim Alpha Opportunity Fund, Institutional | SAOIX | Alternative Long/Short Equity Funds | Guggenheim Investments | 10 |
| Great-West Mid Cap Value Fund, Institutional | MXKJX | Mid-Cap Value Funds | GW Capital Management, LLC | 3 |
| Great-West Mid Cap Value Fund, Investor | MXMVX | Mid-Cap Value Funds | GW Capital Management, LLC | 5 |
| Great-West Aggressive Profile Fund, Investor | MXAPX | Mixed-Asset Target Allocation Aggressive Growth Funds | GW Capital Management, LLC | 10 |
| Hartford Municipal Opportunities Fund, I | HHMIX | Intermediate Municipal Debt Funds | Hartford Funds | 10 |
| Hartford Schroders International Multi-Cap Value Fund, I | SIDNX | International Multi-Cap Value Funds | Hartford Funds | 10 |
| Hartford International Value Fund, Y | HILYX | International Multi-Cap Value Funds | Hartford Funds | 3 |
| Hartford International Value Fund, Y | HILYX | International Multi-Cap Value Funds | Hartford Funds | 5 |
| Hartford Floating Rate High Income Fund, R5 | HFHTX | Loan Participation Funds | Hartford Funds | 3 |
| Harvest Asian Bond Fund, Institutional | HXIIX | International Income Funds | Harvest Global Investments Limited | 3 |
| Harvest Asian Bond Fund, Institutional | HXIIX | International Income Funds | Harvest Global Investments Limited | 5 |
| Hennessy Japan Small Cap Fund, Institutional | HJSIX | Japanese Funds | Hennessy Advisors, Inc. | 3 |
| Highland Opportunistic Credit Fund, Z | HNRZX | Alternative Credit Focus Funds | Highland Capital Management Fund Advisors, LP | 3 |
| Highland Fixed Income Fund, Y | HFBYX | Core Bond Funds | Highland Capital Management Fund Advisors, LP | 3 |
| Hotchkis & Wiley Value Opportunities Fund, I | HWAIX | Multi-Cap Value Funds | Hotchkis & Wiley Capital Management, LLC | 10 |
| Hotchkis & Wiley Small Cap Value Fund, I | HWSIX | Small-Cap Value Funds | Hotchkis & Wiley Capital Management, LLC | 10 |
| ICON Natural Resources Fund, S | ICBMX | Natural Resources Funds | Icon Funds | 3 |
| ICON Natural Resources Fund, S | ICBMX | Natural Resources Funds | Icon Funds | 5 |
| Infinity Q Diversified Alpha Fund, Institutional | IQDNX | Alternative Multi-Strategy Funds | Infinity Q Capital Management, LLC | 3 |
| Invesco European Small Company Fund, Y | ESMYX | European Region Funds | Invesco Funds | 10 |
| Invesco European Small Company Fund, Y | ESMYX | European Region Funds | Invesco Funds | 3 |
| Invesco Strategic Real Return Fund, Y | SRRYX | Inflation-Protected Bond Funds | Invesco Funds | 3 |
| Invesco Limited Term Municipal Income Fund, A2 | AITFX | Short-Intermediate Municipal Debt Funds | Invesco Funds | 10 |
| Invesco Asia Pacific Growth Fund, Y | ASIYX | Pacific Ex-Japan Funds | Invesco Funds | 10 |
| JPMorgan Global Research Enhanced Index, I | JEITX | Global Large-Cap Core Funds | J.P. Morgan Funds | 5 |
| JPMorgan Global Bond Opportunities, R6 | GBONX | Global Income Funds | J.P. Morgan Funds | 5 |
| JPMorgan International Equity Income Fund, R5 | JEIRX | International Equity Income Funds | J.P. Morgan Funds | 5 |
| John Hancock Global Short Duration Credit Fund, NAV | Global Income Funds | John Hancock Group | 3 | |
| KCM Macro Trends Fund, R-1 | KCMTX | Alternative Global Macro Funds | Kerns Capital Management, Inc. | 5 |
| Kinetics Market Opportunities Fund, Institutional | KMKYX | Flexible Portfolio Funds | Kinetics Asset Management, LLC | 3 |
| Catholic Investor International Equity Fund, I | KCIIX | International Multi-Cap Core Funds | Knights of Columbus Asset Advisors, LLC | 3 |
| Lazard Global Listed Infrastructure Portfolio, Institutional | GLIFX | Global Infrastructure Funds | Lazard Asset Management, LLC | 5 |
| QS Global Equity Fund, I | SMYIX | Global Multi-Cap Core Funds | Legg Mason | 5 |
| Western Asset Core Bond Fund, IS | WACSX | Core Bond Funds | Legg Mason | 5 |
| LoCorr Long/Short Commodities Strategy Fund, I | LCSIX | Commodities General Funds | LoCorr Fund Management, LLC | 5 |
| Loomis Sayles Global Allocation Fund, Y | LSWWX | Flexible Portfolio Funds | Loomis Sayles & Company, LP | 10 |
| Natixis Loomis Sayles Limited Term Government and Agency Fund, Y | NELYX | Short-Intermediate U.S. Government Funds | Loomis Sayles & Company, LP | 10 |
| Lord Abbett Short Duration Income Fund, I | LLDYX | Short Investment-Grade Debt Funds | Lord Abbett & Company, LLC | 10 |
| Matthews Asia Value Fund, Institutional | MAVAX | Pacific Region Funds | Matthews International Capital Management, LLC | 3 |
| Matthews Pacific Tiger Fund, Institutional | MIPTX | Pacific Ex-Japan Funds | Matthews International Capital Management, LLC | 5 |
| MFS Global Real Estate Fund, R6 | MGLRX | Global Real Estate Funds | MFS Investment Management | 5 |
| MFS Aggressive Growth Allocation Fund, R4 | MAALX | Mixed-Asset Target Allocation Aggressive Growth Funds | MFS Investment Management | 3 |
| MFS New Discovery Value Fund, R6 | NDVVX | Small-Cap Value Funds | MFS Investment Management | 5 |
| Morgan Stanley Institutional Corporate Bond Portfolio, I | MPFDX | Corporate Debt BBB-Rated Funds | Morgan Stanley Investment Management, Inc. | 3 |
| Morgan Stanley Institutional Corporate Bond Portfolio, I | MPFDX | Corporate Debt BBB-Rated Funds | Morgan Stanley Investment Management, Inc. | 5 |
| Morgan Stanley Institutional Core Plus Fixed Income Portfolio, I | MPFIX | Core Plus Bond Funds | Morgan Stanley Investment Management, Inc. | 5 |
| Morgan Stanley Global Fixed Income Opportunities Fund, I | DINDX | Global Income Funds | Morgan Stanley Investment Management, Inc. | 10 |
| Morgan Stanley Institutional Global Opportunity Portfolio, I | MGGIX | Global Multi-Cap Growth Funds | Morgan Stanley Investment Management, Inc. | 10 |
| Morgan Stanley Institutional Global Opportunity Portfolio, IS | MGTSX | Global Multi-Cap Growth Funds | Morgan Stanley Investment Management, Inc. | 5 |
| Morgan Stanley U.S. Government Securities Trust, I | USGDX | General U.S. Government Funds | Morgan Stanley Investment Management, Inc. | 3 |
| Morgan Stanley Institutional International Advantage Portfolio, I | MFAIX | International Multi-Cap Growth Funds | Morgan Stanley Investment Management, Inc. | 3 |
| Morgan Stanley Institutional International Advantage Portfolio, I | MFAIX | International Multi-Cap Growth Funds | Morgan Stanley Investment Management, Inc. | 5 |
| Morgan Stanley Multi Cap Growth Trust, IS | MCRTX | Multi-Cap Growth Funds | Morgan Stanley Investment Management, Inc. | 5 |
| Morgan Stanley Institutional Short Duration Income Portfolio, I | MPLDX | Short Investment-Grade Debt Funds | Morgan Stanley Investment Management, Inc. | 5 |
| Morgan Stanley Mortgage Securities Trust, I | MTGDX | U.S. Mortgage Funds | Morgan Stanley Investment Management, Inc. | 5 |
| Neuberger Berman Greater China Equity Fund, Institutional | NCEIX | China Region Funds | Neuberger Berman Management, LLC | 5 |
| Nuveen California High Yield Municipal Bond Fund, I | NCHRX | California Municipal Debt Funds | Nuveen Fund Advisors, LLC | 10 |
| Nuveen California High Yield Municipal Bond Fund, I | NCHRX | California Municipal Debt Funds | Nuveen Fund Advisors, LLC | 5 |
| Nuveen Equity Market Neutral Fund, I | NIMEX | Alternative Equity Market Neutral Funds | Nuveen Fund Advisors, LLC | 3 |
| Nuveen Equity Market Neutral Fund, I | NIMEX | Alternative Equity Market Neutral Funds | Nuveen Fund Advisors, LLC | 5 |
| Nuveen High Yield Municipal Bond Fund, I | NHMRX | High Yield Municipal Debt Funds | Nuveen Fund Advisors, LLC | 10 |
| Nuveen Massachusetts Municipal Bond Fund, I | NBMAX | Massachusetts Municipal Debt Funds | Nuveen Fund Advisors, LLC | 5 |
| Nuveen Minnesota Municipal Bond Fund, I | FYMNX | Minnesota Municipal Debt Funds | Nuveen Fund Advisors, LLC | 10 |
| Nuveen Minnesota Municipal Bond Fund, I | FYMNX | Minnesota Municipal Debt Funds | Nuveen Fund Advisors, LLC | 5 |
| Nuveen Virginia Municipal Bond Fund, I | NMVAX | Virginia Municipal Debt Funds | Nuveen Fund Advisors, LLC | 10 |
| Nuveen Virginia Municipal Bond Fund, I | NMVAX | Virginia Municipal Debt Funds | Nuveen Fund Advisors, LLC | 3 |
| Nuveen Virginia Municipal Bond Fund, I | NMVAX | Virginia Municipal Debt Funds | Nuveen Fund Advisors, LLC | 5 |
| Pin Oak Equity Fund | POGSX | Multi-Cap Core Funds | Oak Associates, Ltd. | 10 |
| Red Oak Technology Select Fund | ROGSX | Science & Technology Funds | Oak Associates, Ltd. | 10 |
| Oppenheimer Rochester California Municipal Fund, Y | OCAYX | California Municipal Debt Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Rochester AMT-Free Municipal Fund, A | OPTAX | General & Insured Municipal Debt Funds | OppenheimerFunds, Inc. | 10 |
| Oppenheimer Rochester AMT-Free Municipal Fund, Y | OMFYX | General & Insured Municipal Debt Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Rochester AMT-Free Municipal Fund, Y | OMFYX | General & Insured Municipal Debt Funds | OppenheimerFunds, Inc. | 5 |
| Oppenheimer Global Opportunities Fund, I | OGIIX | Global Small-/Mid-Cap Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Global Opportunities Fund, I | OGIIX | Global Small-/Mid-Cap Funds | OppenheimerFunds, Inc. | 5 |
| Oppenheimer Rochester High Yield Municipal Fund, Y | ORNYX | High Yield Municipal Debt Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Rochester High Yield Municipal Fund, Y | ORNYX | High Yield Municipal Debt Funds | OppenheimerFunds, Inc. | 5 |
| Oppenheimer International Small-Mid Company Fund, Y | OSMYX | International Small/Mid-Cap Growth Funds | OppenheimerFunds, Inc. | 10 |
| Oppenheimer International Small-Mid Company Fund, I | OSCIX | International Small/Mid-Cap Growth Funds | OppenheimerFunds, Inc. | 5 |
| Oppenheimer Rochester Fund Municipals Fund, Y | RMUYX | New York Municipal Debt Funds | OppenheimerFunds, Inc. | 10 |
| Oppenheimer Rochester Fund Municipals Fund, Y | RMUYX | New York Municipal Debt Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Rochester Fund Municipals Fund, Y | RMUYX | New York Municipal Debt Funds | OppenheimerFunds, Inc. | 5 |
| Oppenheimer Rochester Pennsylvania Municipal Fund, A | OPATX | Pennsylvania Municipal Debt Funds | OppenheimerFunds, Inc. | 10 |
| Oppenheimer Rochester Pennsylvania Municipal Fund, Y | OPAYX | Pennsylvania Municipal Debt Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Rochester Pennsylvania Municipal Fund, Y | OPAYX | Pennsylvania Municipal Debt Funds | OppenheimerFunds, Inc. | 5 |
| Oppenheimer Short Term Municipal Fund, Y | ORSYX | Short Municipal Debt Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Short Term Municipal Fund, Y | ORSYX | Short Municipal Debt Funds | OppenheimerFunds, Inc. | 5 |
| Oppenheimer Limited-Term Government Fund, Y | OLTYX | Short U.S. Government Funds | OppenheimerFunds, Inc. | 10 |
| PGIM Jennison Utility Fund, Z | PRUZX | Utility Funds | PGIM Investments, LLC | 10 |
| PIMCO Mortgage Opportunities and Bond Fund, Institutional | PMZIX | Absolute Return Funds | PIMCO | 5 |
| PIMCO Preferred and Capital Securities Fund, Institutional | PFINX | Flexible Income Funds | PIMCO | 3 |
| PIMCO Long-Term Credit Fund, Institutional | PTCIX | General Bond Funds | PIMCO | 5 |
| PIMCO GNMA and Government Securities Fund, Institutional | PDMIX | GNMA Funds | PIMCO | 10 |
| PIMCO Long-Term U.S. Government Fund, Institutional | PGOVX | General U.S. Government Funds | PIMCO | 10 |
| PIMCO Long-Term U.S. Government Fund, Institutional | PGOVX | General U.S. Government Funds | PIMCO | 5 |
| PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged), Institutional | PISIX | International Multi-Cap Core Funds | PIMCO | 10 |
| PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged), Institutional | PISIX | International Multi-Cap Core Funds | PIMCO | 5 |
| PIMCO Fixed Income SHares Series R | FXIRX | Inflation-Protected Bond Funds | PIMCO | 10 |
| PIMCO StocksPLUS Absolute Return Fund, Institutional | PSPTX | Large-Cap Core Funds | PIMCO | 10 |
| PIMCO RealPath Blend Income Fund, Institutional | PBRNX | Mixed-Asset Target Today Funds | PIMCO | 3 |
| PIMCO Income Fund, Institutional | PIMIX | Multi-Sector Income Funds | PIMCO | 10 |
| PIMCO StocksPLUS Small Fund, Institutional | PSCSX | Small-Cap Core Funds | PIMCO | 10 |
| PIMCO Low Duration Income Fund, Institutional | PFIIX | Short Investment-Grade Debt Funds | PIMCO | 3 |
| PIMCO Short-Term Fund, Institutional | PTSHX | Ultra-Short Obligation Funds | PIMCO | 10 |
| PIMCO Short-Term Fund, Institutional | PTSHX | Ultra-Short Obligation Funds | PIMCO | 3 |
| PIMCO Short-Term Fund, Institutional | PTSHX | Ultra-Short Obligation Funds | PIMCO | 5 |
| Polaris Global Value Fund | PGVFX | Global Multi-Cap Value Funds | Polaris Capital Management, LLC | 10 |
| Polen Global Growth Fund, Institutional | PGIIX | Global Large-Cap Growth Funds | Polen Capital Management, LLC | 3 |
| Vanguard PRIMECAP Fund, Admiral | VPMAX | Large-Cap Core Funds | PRIMECAP Management Company | 5 |
| Principal Global Real Estate Securities Fund, Institutional | POSIX | Global Real Estate Funds | Principal Global Investors, LLC | 10 |
| ProFunds Short Oil & Gas ProFund, Investor | SNPIX | Dedicated Short-Bias Funds | ProFunds Group | 10 |
| ProFunds Short Oil & Gas ProFund, Investor | SNPIX | Dedicated Short-Bias Funds | ProFunds Group | 3 |
| ProFunds Short Oil & Gas ProFund, Investor | SNPIX | Dedicated Short-Bias Funds | ProFunds Group | 5 |
| Putnam Income Fund, Y | PNCYX | Core Bond Funds | Putnam Investment Management, LLC | 10 |
| RiverNorth Core Opportunity Fund, R | RNCOX | Alternative Global Macro Funds | RiverNorth Capital Management, Inc. | 10 |
| RMB Mendon Financial Services Fund, A | RMBKX | Financial Services Funds | RMB Capital Management | 5 |
| Ave Maria Bond Fund | AVEFX | Corporate Debt A-Rated Funds | Schwartz Investment Counsel, Inc. | 3 |
| SEI Defensive Strategy Allocation Fund, F | STDAX | Mixed-Asset Target Allocation Moderate Funds | SEI Group | 10 |
| Seven Canyons World Innovators Fund, Investor | WAGTX | Global Small-/Mid-Cap Funds | Seven Canyons Advisors, LLC | 10 |
| Shelton NASDAQ-100 Index Fund, Direct | NASDX | Large-Cap Growth Funds | Shelton Capital Management | 10 |
| Sit Minnesota Tax-Free Income Fund | SMTFX | Minnesota Municipal Debt Funds | Sit Investment Associates, Inc. | 3 |
| AIG Flexible Credit Fund, A | SHNAX | Alternative Credit Focus Funds | SunAmerica Asset Management, LLC | 10 |
| T. Rowe Price Financial Services Fund | PRISX | Financial Services Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price New Era Fund | PRNEX | Global Natural Resources Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price Health Sciences Fund | PRHSX | Health/Biotechnology Funds | T. Rowe Price Associates, Inc. | 10 |
| T Rowe Price Overseas Stock Fund | TROSX | International Large-Cap Core Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price Institutional International Core Equity Fund | TRCEX | International Large-Cap Core Funds | T. Rowe Price Associates, Inc. | 5 |
| T. Rowe Price Institutional Large-Cap Growth Fund | TRLGX | Large-Cap Growth Funds | T. Rowe Price Associates, Inc. | 3 |
| T. Rowe Price Institutional Large-Cap Growth Fund | TRLGX | Large-Cap Growth Funds | T. Rowe Price Associates, Inc. | 5 |
| T. Rowe Price Retirement 2010 Fund | TRRAX | Mixed-Asset Target 2010 Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price Retirement I 2010 Fund, I | TRPAX | Mixed-Asset Target 2010 Funds | T. Rowe Price Associates, Inc. | 3 |
| T. Rowe Price Retirement 2020 Fund | TRRBX | Mixed-Asset Target 2020 Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price Retirement 2020 Fund | TRRBX | Mixed-Asset Target 2020 Funds | T. Rowe Price Associates, Inc. | 5 |
| T. Rowe Price Retirement 2030 Fund | TRRCX | Mixed-Asset Target 2030 Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price Retirement 2035 Fund | TRRJX | Mixed-Asset Target 2035 Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price Retirement 2050 Fund | TRRMX | Mixed-Asset Target 2050 Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price Retirement 2015 Fund | TRRGX | Mixed-Asset Target 2015 Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price Retirement 2025 Fund | TRRHX | Mixed-Asset Target 2025 Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price Retirement 2025 Fund | TRRHX | Mixed-Asset Target 2025 Funds | T. Rowe Price Associates, Inc. | 5 |
| T. Rowe Price Retirement 2040 Fund | TRRDX | Mixed-Asset Target 2040 Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price Retirement 2045 Fund | TRRKX | Mixed-Asset Target 2045 Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund | PMEGX | Mid-Cap Growth Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price Capital Appreciation Fund | PRWCX | Mixed-Asset Target Allocation Growth Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price Asia Opportunities Fund | TRAOX | Pacific Ex-Japan Funds | T. Rowe Price Associates, Inc. | 3 |
| TCW Total Return Bond Fund, I | TGLMX | U.S. Mortgage Funds | TCW Investment Management Company | 10 |
| Thompson Bond Fund | THOPX | Short-Intermediate Investment-Grade Debt Funds | Thompson IM Funds | 3 |
| Thompson Bond Fund | THOPX | Short-Intermediate Investment-Grade Debt Funds | Thompson IM Funds | 5 |
| Thrivent Mid Cap Stock Fund, S | TMSIX | Mid-Cap Core Funds | Thrivent Mutual Funds | 10 |
| Thrivent Mid Cap Stock Fund, S | TMSIX | Mid-Cap Core Funds | Thrivent Mutual Funds | 3 |
| Thrivent Mid Cap Stock Fund, S | TMSIX | Mid-Cap Core Funds | Thrivent Mutual Funds | 5 |
| Thrivent Aggressive Allocation Fund, S | TAAIX | Mixed-Asset Target Allocation Aggressive Growth Funds | Thrivent Mutual Funds | 5 |
| Thrivent Small Cap Stock Fund, S | TSCSX | Small-Cap Core Funds | Thrivent Mutual Funds | 3 |
| Thrivent Small Cap Stock Fund, S | TSCSX | Small-Cap Core Funds | Thrivent Mutual Funds | 5 |
| TIAA-CREF Lifecycle Retirement Income Fund, Institutional | TLRIX | Mixed-Asset Target Today Funds | TIAA Investments | 5 |
| TIAA-CREF Lifecycle Index 2060 Fund, Institutional | TVIIX | Mixed-Asset Target 2055+ Funds | TIAA Investments | 3 |
| Tortoise MLP & Pipeline Fund, Institutional | TORIX | Energy MLP Funds | Tortoise Capital Advisors, LLC | 5 |
| USAA Intermediate-Term Bond Fund, Institutional | UIITX | Core Plus Bond Funds | USAA Asset Management Company | 10 |
| VanEck International Investors Gold Fund, I | INIIX | Precious Metals Equity Funds | Van Eck Associates Corporation | 10 |
| Vanguard Long-Term Investment-Grade Fund, Admiral | VWETX | Corporate Debt A-Rated Funds | Vanguard Group, Inc. | 10 |
| Vanguard Long-Term Investment-Grade Fund, Admiral | VWETX | Corporate Debt A-Rated Funds | Vanguard Group, Inc. | 5 |
| Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral | VCADX | California Intermediate Municipal Debt Funds | Vanguard Group, Inc. | 10 |
| Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral | VCADX | California Intermediate Municipal Debt Funds | Vanguard Group, Inc. | 5 |
| Vanguard Financials Index Fund, Admiral | VFAIX | Financial Services Funds | Vanguard Group, Inc. | 3 |
| Vanguard GNMA Fund, Admiral | VFIJX | GNMA Funds | Vanguard Group, Inc. | 5 |
| Vanguard International Value Fund, Investor | VTRIX | International Large-Cap Core Funds | Vanguard Group, Inc. | 3 |
| Vanguard International Growth Fund, Admiral | VWILX | International Large-Cap Growth Funds | Vanguard Group, Inc. | 10 |
| Vanguard International Growth Fund, Admiral | VWILX | International Large-Cap Growth Funds | Vanguard Group, Inc. | 3 |
| Vanguard International Growth Fund, Admiral | VWILX | International Large-Cap Growth Funds | Vanguard Group, Inc. | 5 |
| Vanguard Massachusetts Tax-Exempt Fund, Investor | VMATX | Massachusetts Municipal Debt Funds | Vanguard Group, Inc. | 3 |
| Vanguard Mid-Cap Value Index Fund, Investor | VMVIX | Mid-Cap Value Funds | Vanguard Group, Inc. | 10 |
| Vanguard New Jersey Long-Term Tax-Exempt Fund, Admiral | VNJUX | New Jersey Municipal Debt Funds | Vanguard Group, Inc. | 3 |
| Vanguard New Jersey Long-Term Tax-Exempt Fund, Admiral | VNJUX | New Jersey Municipal Debt Funds | Vanguard Group, Inc. | 5 |
| Vanguard Ohio Long-Term Tax-Exempt Fund, Investor | VOHIX | Ohio Municipal Debt Funds | Vanguard Group, Inc. | 10 |
| Vanguard Ohio Long-Term Tax-Exempt Fund, Investor | VOHIX | Ohio Municipal Debt Funds | Vanguard Group, Inc. | 3 |
| Vanguard Ohio Long-Term Tax-Exempt Fund, Investor | VOHIX | Ohio Municipal Debt Funds | Vanguard Group, Inc. | 5 |
| Vanguard Utilities Index Fund, Admiral | VUIAX | Utility Funds | Vanguard Group, Inc. | 5 |
| Virtus Vontobel Global Opportunities Fund, I | WWOIX | Global Large-Cap Growth Funds | Virtus Investment Partners, Inc. | 5 |
| Virtus KAR Mid-Cap Growth Fund, I | PICMX | Mid-Cap Growth Funds | Virtus Investment Partners, Inc. | 3 |
| Virtus KAR Small-Cap Growth Fund, I | PXSGX | Small-Cap Growth Funds | Virtus Investment Partners, Inc. | 3 |
| Virtus KAR Small-Cap Growth Fund, I | PXSGX | Small-Cap Growth Funds | Virtus Investment Partners, Inc. | 5 |
| Virtus Newfleet Multi-Sector Short Term Bond Fund, I | PIMSX | Short-Intermediate Investment-Grade Debt Funds | Virtus Investment Partners, Inc. | 10 |
| Virtus Seix Short-Term Municipal Bond Fund, I | CMDTX | Short Municipal Debt Funds | Virtus Investment Partners, Inc. | 10 |
| Voya CBRE Global Infrastructure Fund, I | VCRIX | Global Infrastructure Funds | Voya Investments, LLC | 3 |
| Voya GNMA Income Fund, I | LEINX | GNMA Funds | Voya Investments, LLC | 3 |
| Voya Securitized Credit Fund, P | VSCFX | U.S. Mortgage Funds | Voya Investments, LLC | 3 |
| WCM International Small Cap Growth Fund, Institutional | WCMSX | International Small/Mid-Cap Growth Funds | WCM Investment Management | 3 |
| Wells Fargo Real Return Fund, Administrator | IPBIX | Inflation-Protected Bond Funds | Wells Fargo Funds Management, LLC | 5 |
| Wells Fargo Dynamic Target 2020 Fund, R6 | WDTHX | Mixed-Asset Target 2020 Funds | Wells Fargo Funds Management, LLC | 3 |
| Wells Fargo Dynamic Target 2030 Fund, R6 | WDTSX | Mixed-Asset Target 2030 Funds | Wells Fargo Funds Management, LLC | 3 |
| Wells Fargo Dynamic Target 2015 Fund, R6 | WDTZX | Mixed-Asset Target 2015 Funds | Wells Fargo Funds Management, LLC | 3 |
| Wells Fargo Dynamic Target 2025 Fund, R6 | WDTMX | Mixed-Asset Target 2025 Funds | Wells Fargo Funds Management, LLC | 3 |
| Wells Fargo Diversified Income Builder Fund, Institutional | EKSYX | Mixed-Asset Target Allocation Conservative Funds | Wells Fargo Funds Management, LLC | 10 |
| Wells Fargo Diversified Income Builder Fund, Institutional | EKSYX | Mixed-Asset Target Allocation Conservative Funds | Wells Fargo Funds Management, LLC | 5 |
| Wells Fargo Diversified Capital Builder Fund, I | EKBYX | Mixed-Asset Target Allocation Growth Funds | Wells Fargo Funds Management, LLC | 3 |
| Wells Fargo Diversified Capital Builder Fund, I | EKBYX | Mixed-Asset Target Allocation Growth Funds | Wells Fargo Funds Management, LLC | 5 |
| Wells Fargo Index Asset Allocation Fund, Administrator | WFAIX | Mixed-Asset Target Allocation Moderate Funds | Wells Fargo Funds Management, LLC | 5 |
| Zevenbergen Genea Fund, Institutional | ZVGIX | Multi-Cap Growth Funds | Zevenbergen Capital Investments, LLC | 3 |
| American Funds Mortgage Fund, R6 | RMAGX | Intermediate U.S. Government Funds | American Funds | trophywinners |
| American Funds 2035 Target Date Retirement Fund, R6 | RFFTX | Mixed-Asset Target 2035 Funds | American Funds | trophywinners |
| American Funds 2050 Target Date Retirement Fund, R6 | RFITX | Mixed-Asset Target 2050 Funds | American Funds | trophywinners |
| American Funds 2040 Target Date Retirement Fund, R6 | RFGTX | Mixed-Asset Target 2040 Funds | American Funds | trophywinners |
| American Funds 2045 Target Date Retirement Fund, R6 | RFHTX | Mixed-Asset Target 2045 Funds | American Funds | trophywinners |
| AQR Large Cap Defensive Style Fund, R6 | QUERX | Multi-Cap Core Funds | AQR Capital Management, LLC | trophywinners |
| BlackRock Strategic Municipal Opportunities Fund, Institutional | MAMTX | Intermediate Municipal Debt Funds | BlackRock, Inc. | trophywinners |
| Copley Fund | COPLX | Multi-Cap Value Funds | Copley Financial Services Corporation | trophywinners |
| Steward Global Equity Income Fund, Institutional | SGISX | Global Equity Income Funds | Crossmark Global Investments | trophywinners |
| Dodge & Cox Global Stock Fund | DODWX | Global Large-Cap Value Funds | Dodge & Cox | trophywinners |
| DoubleLine Shiller Enhanced CAPE, I | DSEEX | Large-Cap Value Funds | DoubleLine Funds | trophywinners |
| Eaton Vance Short Duration Municipal Opportunities Fund, I | EMAIX | Short-Intermediate Municipal Debt Funds | Eaton Vance Management | trophywinners |
| Eaton Vance Government Obligations Fund, I | EIGOX | Short-Intermediate U.S. Government Funds | Eaton Vance Management | trophywinners |
| Eaton Vance Short Duration Government Income Fund, I | EILDX | Short U.S. Government Funds | Eaton Vance Management | trophywinners |
| EuroPac Gold Fund, A | EPGFX | Precious Metals Equity Funds | Euro Pacific Asset Management, LLC | trophywinners |
| Fidelity Advisor Emerging Asia Fund, I | FERIX | Emerging Markets Funds | Fidelity Management & Research Company | trophywinners |
| Fidelity Series Intrinsic Opportunistic Fund | FDMLX | Global Multi-Cap Value Funds | Fidelity Management & Research Company | trophywinners |
| Fidelity Select Medical Equipment and Systems Portfolio | FSMEX | Health/Biotechnology Funds | Fidelity Management & Research Company | trophywinners |
| Fidelity Select Defense and Aerospace Portfolio | FSDAX | Industrials Funds | Fidelity Management & Research Company | trophywinners |
| Fidelity International Small Cap Fund | FISMX | International Small/Mid-Cap Core Funds | Fidelity Management & Research Company | trophywinners |
| Fidelity Advisor Managed Retirement 2025 Fund, I | FIRFX | Retirement Income Funds | Fidelity Management & Research Company | trophywinners |
| Franklin Convertible Securities Fund, R6 | FCSKX | Convertible Securities Funds | Franklin Templeton Investments | trophywinners |
| GMO Resources Fund, IV | GOVIX | Global Natural Resources Funds | Grantham Mayo Van Otterloo & Company, LLC | trophywinners |
| Great-West Mid Cap Value Fund, Institutional | MXKJX | Mid-Cap Value Funds | GW Capital Management, LLC | trophywinners |
| Hartford International Value Fund, Y | HILYX | International Multi-Cap Value Funds | Hartford Funds | trophywinners |
| Harvest Asian Bond Fund, Institutional | HXIIX | International Income Funds | Harvest Global Investments Limited | trophywinners |
| ICON Natural Resources Fund, S | ICBMX | Natural Resources Funds | Icon Funds | trophywinners |
| Invesco European Small Company Fund, Y | ESMYX | European Region Funds | Invesco Funds | trophywinners |
| Morgan Stanley Institutional Corporate Bond Portfolio, I | MPFDX | Corporate Debt BBB-Rated Funds | Morgan Stanley Investment Management, Inc. | trophywinners |
| Morgan Stanley Institutional Global Opportunity Portfolio, IS | MGTSX | Global Multi-Cap Growth Funds | Morgan Stanley Investment Management, Inc. | trophywinners |
| Morgan Stanley Institutional International Advantage Portfolio, I | MFAIX | International Multi-Cap Growth Funds | Morgan Stanley Investment Management, Inc. | trophywinners |
| Nuveen California High Yield Municipal Bond Fund, I | NCHRX | California Municipal Debt Funds | Nuveen Fund Advisors, LLC | trophywinners |
| Nuveen Equity Market Neutral Fund, I | NIMEX | Alternative Equity Market Neutral Funds | Nuveen Fund Advisors, LLC | trophywinners |
| Nuveen Minnesota Municipal Bond Fund, I | FYMNX | Minnesota Municipal Debt Funds | Nuveen Fund Advisors, LLC | trophywinners |
| Nuveen Virginia Municipal Bond Fund, I | NMVAX | Virginia Municipal Debt Funds | Nuveen Fund Advisors, LLC | trophywinners |
| Oppenheimer Rochester AMT-Free Municipal Fund, Y | OMFYX | General & Insured Municipal Debt Funds | OppenheimerFunds, Inc. | trophywinners |
| Oppenheimer Global Opportunities Fund, I | OGIIX | Global Small-/Mid-Cap Funds | OppenheimerFunds, Inc. | trophywinners |
| Oppenheimer Rochester High Yield Municipal Fund, Y | ORNYX | High Yield Municipal Debt Funds | OppenheimerFunds, Inc. | trophywinners |
| Oppenheimer International Small-Mid Company Fund, I | OSCIX | International Small/Mid-Cap Growth Funds | OppenheimerFunds, Inc. | trophywinners |
| Oppenheimer Rochester Fund Municipals Fund, Y | RMUYX | New York Municipal Debt Funds | OppenheimerFunds, Inc. | trophywinners |
| Oppenheimer Rochester Pennsylvania Municipal Fund, Y | OPAYX | Pennsylvania Municipal Debt Funds | OppenheimerFunds, Inc. | trophywinners |
| Oppenheimer Short Term Municipal Fund, Y | ORSYX | Short Municipal Debt Funds | OppenheimerFunds, Inc. | trophywinners |
| PIMCO Long-Term U.S. Government Fund, Institutional | PGOVX | General U.S. Government Funds | PIMCO | trophywinners |
| PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged), Institutional | PISIX | International Multi-Cap Core Funds | PIMCO | trophywinners |
| PIMCO Short-Term Fund, Institutional | PTSHX | Ultra-Short Obligation Funds | PIMCO | trophywinners |
| ProFunds Short Oil & Gas ProFund, Investor | SNPIX | Dedicated Short-Bias Funds | ProFunds Group | trophywinners |
| T. Rowe Price Institutional Large-Cap Growth Fund | TRLGX | Large-Cap Growth Funds | T. Rowe Price Associates, Inc. | trophywinners |
| T. Rowe Price Retirement 2020 Fund | TRRBX | Mixed-Asset Target 2020 Funds | T. Rowe Price Associates, Inc. | trophywinners |
| T. Rowe Price Retirement 2025 Fund | TRRHX | Mixed-Asset Target 2025 Funds | T. Rowe Price Associates, Inc. | trophywinners |
| Thompson Bond Fund | THOPX | Short-Intermediate Investment-Grade Debt Funds | Thompson IM Funds | trophywinners |
| Thrivent Mid Cap Stock Fund, S | TMSIX | Mid-Cap Core Funds | Thrivent Mutual Funds | trophywinners |
| Thrivent Small Cap Stock Fund, S | TSCSX | Small-Cap Core Funds | Thrivent Mutual Funds | trophywinners |
| Vanguard Long-Term Investment-Grade Fund, Admiral | VWETX | Corporate Debt A-Rated Funds | Vanguard Group, Inc. | trophywinners |
| Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral | VCADX | California Intermediate Municipal Debt Funds | Vanguard Group, Inc. | trophywinners |
| Vanguard International Growth Fund, Admiral | VWILX | International Large-Cap Growth Funds | Vanguard Group, Inc. | trophywinners |
| Vanguard New Jersey Long-Term Tax-Exempt Fund, Admiral | VNJUX | New Jersey Municipal Debt Funds | Vanguard Group, Inc. | trophywinners |
| Vanguard Ohio Long-Term Tax-Exempt Fund, Investor | VOHIX | Ohio Municipal Debt Funds | Vanguard Group, Inc. | trophywinners |
| Virtus KAR Small-Cap Growth Fund, I | PXSGX | Small-Cap Growth Funds | Virtus Investment Partners, Inc. | trophywinners |
| Wells Fargo Diversified Income Builder Fund, Institutional | EKSYX | Mixed-Asset Target Allocation Conservative Funds | Wells Fargo Funds Management, LLC | trophywinners |
| Wells Fargo Diversified Capital Builder Fund, I | EKBYX | Mixed-Asset Target Allocation Growth Funds | Wells Fargo Funds Management, LLC | trophywinners |
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
Canada, China among nations to react to president-elect's comments.
For several years, Leech allegedly favored some clients in trade allocations, at the cost of others, amounting to $600 million, according to the Department of Justice.
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