The Thomson Reuters 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, presented below.
Use the interactive list to filter by years of return, and sort by fund category, fund company, ticker and fund name.
| Fund Name | Ticker | Classification | Company | Category |
|---|---|---|---|---|
| AB Global Real Estate Investment Fund II, I | ARIIX | Global Real Estate Funds | AllianceBernstein, LP | 10 |
| AB High Income Fund, A | AGDAX | High Yield Funds | AllianceBernstein, LP | 10 |
| AllianzGI Convertible Fund, Institutional | ANNPX | Convertible Securities Funds | Allianz Global Investors | 10 |
| PIMCO Fixed Income SHares Series R | FXIRX | Inflation-Protected Bond Funds | Allianz Global Investors | 10 |
| Alpine Financial Services Fund, Institutional | ADFSX | Financial Services Funds | Alpine Woods Capital Investors, LLC | 10 |
| Altegris Futures Evolution Strategy Fund, I | EVOIX | Alternative Managed Futures Funds | Altegris Advisors, LLC | 3 |
| Altegris Futures Evolution Strategy Fund, I | EVOIX | Alternative Managed Futures Funds | Altegris Advisors, LLC | 5 |
| American Beacon Small Cap Value Fund, Institutional | AVFIX | Small-Cap Value Funds | American Beacon Advisors, Inc. | 10 |
| American Century NT Mid Cap Value Fund, R6 | ACDSX | Multi-Cap Value Funds | American Century Investment Management, Inc. | 3 |
| American Century One Choice In Retirement Portfolio, R6 | ARDTX | Mixed-Asset Target Today Funds | American Century Investment Management, Inc. | 3 |
| American Century One Choice In Retirement Portfolio, Institutional | ATTIX | Mixed-Asset Target Today Funds | American Century Investment Management, Inc. | 5 |
| American Century NT Mid Cap Value Fund, Institutional | ACLMX | Multi-Cap Value Funds | American Century Investment Management, Inc. | 10 |
| American Funds 2010 Target Date Retirement Fund, R-6 | RFTTX | Mixed-Asset Target 2010 Funds | American Funds | 3 |
| American Funds 2015 Target Date Retirement Fund, R-6 | RFJTX | Mixed-Asset Target 2015 Funds | American Funds | 3 |
| American Funds 2020 Target Date Retirement Fund, R-6 | RRCTX | Mixed-Asset Target 2020 Funds | American Funds | 3 |
| American Funds 2025 Target Date Retirement Fund, R-6 | RFDTX | Mixed-Asset Target 2025 Funds | American Funds | 3 |
| American Funds 2030 Target Date Retirement Fund, R-6 | RFETX | Mixed-Asset Target 2030 Funds | American Funds | 3 |
| American Funds 2035 Target Date Retirement Fund, R-6 | RFFTX | Mixed-Asset Target 2035 Funds | American Funds | 3 |
| American Funds 2040 Target Date Retirement Fund, R-6 | RFGTX | Mixed-Asset Target 2040 Funds | American Funds | 3 |
| American Funds 2045 Target Date Retirement Fund, R-6 | RFHTX | Mixed-Asset Target 2045 Funds | American Funds | 3 |
| American Funds 2050 Target Date Retirement Fund, R-6 | RFITX | Mixed-Asset Target 2050 Funds | American Funds | 3 |
| American Funds 2055 Target Date Retirement Fund, R-6 | RFKTX | Mixed-Asset Target 2055+ Funds | American Funds | 3 |
| American Funds 2010 Target Date Retirement Fund, R-6 | RFTTX | Mixed-Asset Target 2010 Funds | American Funds | 5 |
| American Funds 2015 Target Date Retirement Fund, R-6 | RFJTX | Mixed-Asset Target 2015 Funds | American Funds | 5 |
| American Funds 2020 Target Date Retirement Fund, R-6 | RRCTX | Mixed-Asset Target 2020 Funds | American Funds | 5 |
| American Funds 2025 Target Date Retirement Fund, R-6 | RFDTX | Mixed-Asset Target 2025 Funds | American Funds | 5 |
| American Funds 2030 Target Date Retirement Fund, R-6 | RFETX | Mixed-Asset Target 2030 Funds | American Funds | 5 |
| American Funds 2035 Target Date Retirement Fund, R-6 | RFFTX | Mixed-Asset Target 2035 Funds | American Funds | 5 |
| American Funds 2040 Target Date Retirement Fund, R-6 | RFGTX | Mixed-Asset Target 2040 Funds | American Funds | 5 |
| American Funds 2045 Target Date Retirement Fund, R-6 | RFHTX | Mixed-Asset Target 2045 Funds | American Funds | 5 |
| American Funds 2050 Target Date Retirement Fund, R-6 | RFITX | Mixed-Asset Target 2050 Funds | American Funds | 5 |
| American Funds 2055 Target Date Retirement Fund, R-6 | RFKTX | Mixed-Asset Target 2055+ Funds | American Funds | 5 |
| American Funds EuroPacific Growth Fund, R-6 | RERGX | International Large-Cap Growth Funds | American Funds | 5 |
| American Funds New Perspective Fund, R-6 | RNPGX | Global Large-Cap Growth Funds | American Funds | 5 |
| American Funds New Perspective Fund, R-5 | RNPFX | Global Large-Cap Growth Funds | American Funds | 10 |
| American Funds SMALLCAP World Fund, R-5 | RSLFX | Global Small-/Mid-Cap Funds | American Funds | 10 |
| AMG Managers Cadence Emerging Companies Fund, I | MECIX | Small-Cap Growth Funds | AMG Funds, LLC | 3 |
| AQR Long-Short Equity Fund, I | QLEIX | Alternative Long/Short Equity Funds | AQR Capital Management, LLC | 3 |
| AQR Multi-Strategy Alternative Fund, I | ASAIX | Alternative Multi-Strategy Funds | AQR Capital Management, LLC | 3 |
| BlackRock New York Municipal Opportunities Fund, Institutional | MANKX | New York Municipal Debt Funds | BlackRock, Inc. | 5 |
| BlackRock Strategic Municipal Opportunities Fund, Institutional | MAMTX | Intermediate Municipal Debt Funds | BlackRock, Inc. | 5 |
| BlackRock Total Return Fund, K | MPHQX | Core Bond Funds | BlackRock, Inc. | 5 |
| BlackRock Strategic Municipal Opportunities Fund, Institutional | MAMTX | Intermediate Municipal Debt Funds | BlackRock, Inc. | 10 |
| BMO TCH Intermediate Income Fund, I | MIBIX | Short-Intermediate Investment-Grade Debt Funds | BMO Asset Management Corporation | 3 |
| Boston Partners Long/Short Equity Fund, Institutional | BPLSX | Alternative Long/Short Equity Funds | Boston Partners | 10 |
| Brandes Global Equity Fund, I | BGVIX | Global Large-Cap Value Funds | Brandes Investment Partners, LP | 5 |
| Brookfield Global Listed Real Estate Fund, Y | BLRYX | Global Real Estate Funds | Brookfield Investment Management, Inc. | 5 |
| Calvert Global Water Fund, Y | CFWYX | Global Natural Resources Funds | Calvert Investments, Inc. | 5 |
| Calvert Ultra-Short Income Fund, A | CULAX | Ultra-Short Obligation Funds | Calvert Investments, Inc. | 10 |
| Steward Global Equity Income Fund, Institutional | SGISX | Global Equity Income Funds | Capstone Asset Management Company | 5 |
| Catalyst Dynamic Alpha Fund, A | CPEAX | Multi-Cap Growth Funds | Catalyst Funds | 3 |
| Cavanal Hill Opportunistic Fund, Institutional | AIOPX | Absolute Return Funds | Cavanal Hill Funds | 5 |
| Laudus Mondrian International Equity Fund, Institutional | LIEIX | International Large-Cap Value 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. | 3 |
| Laudus Mondrian International Equity Fund, Institutional | LIEIX | International Large-Cap Value Funds | Charles Schwab Investment Management, Inc. | 5 |
| Schwab Laudus International MarketMasters Fund, Select | SWMIX | International Multi-Cap Growth Funds | Charles Schwab Investment Management, Inc. | 10 |
| Clipper Fund | CFIMX | Large-Cap Core Funds | Clipper Funds | 3 |
| Cohen & Steers Preferred Securities & Income Fund, I | CPXIX | Flexible Income Funds | Cohen & Steers Capital Management, Inc. | 3 |
| Cohen & Steers Real Estate Securities Fund, I | CSDIX | Real Estate Funds | Cohen & Steers Capital Management, Inc. | 3 |
| Cohen & Steers Preferred Securities & Income Fund, I | CPXIX | Flexible Income Funds | Cohen & Steers Capital Management, Inc. | 5 |
| Cohen & Steers Real Estate Securities Fund, I | CSDIX | Real Estate Funds | Cohen & Steers Capital Management, Inc. | 5 |
| Cohen & Steers Real Estate Securities Fund, I | CSDIX | Real Estate Funds | Cohen & Steers Capital Management, Inc. | 10 |
| Columbia Absolute Return Currency & Income Fund, I | RVAIX | Absolute Return Funds | Columbia Funds | 3 |
| Columbia AMT-Free California Intermediate Muni Bond Fund, Z | NCMAX | California Intermediate Municipal Debt Funds | Columbia Funds | 10 |
| Columbia Global Dividend Opportunity Fund, Z | CSVFX | Global Equity Income Funds | Columbia Funds | 10 |
| Columbia Greater China Fund, Z | LNGZX | China Region Funds | Columbia Funds | 10 |
| Columbia Select Large-Cap Value Fund, R5 | SLVIX | Large-Cap Value Funds | Columbia Funds | 10 |
| Delaware Diversified Floating Rate Fund, I | DDFLX | Ultra-Short Obligation Funds | Delaware Management Company | 5 |
| Delaware Extended Duration Bond Fund, Institutional | DEEIX | Corporate Debt BBB-Rated Funds | Delaware Management Company | 10 |
| Delaware National High-Yield Municipal Bond Fund, A | CXHYX | High Yield Municipal Debt Funds | Delaware Management Company | 10 |
| Delaware Tax-Free New York Fund, A | FTNYX | New York Municipal Debt Funds | Delaware Management Company | 10 |
| Deutsche Enhanced Commodity Strategy Fund, Institutional | SKIRX | Commodities General Funds | Deutsche Asset & Wealth Management | 5 |
| DFA Continental Small Company Portfolio, Institutional | DFCSX | European Region Funds | Dimensional Fund Advisors, LP | 3 |
| DFA Global Real Estate Securities Portfolio | DFGEX | Global Real Estate Funds | Dimensional Fund Advisors, LP | 3 |
| DFA LTIP Portfolio, Institutional | DRXIX | Inflation-Protected Bond Funds | Dimensional Fund Advisors, LP | 3 |
| 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 Stock Fund | DODGX | Large-Cap Value Funds | Dodge & Cox | 5 |
| DoubleLine Shiller Enhanced CAPE, I | DSEEX | Large-Cap Value Funds | DoubleLine Funds | 3 |
| BNY Mellon New York Intermediate Tax-Exempt Bond Fund, M | MNYMX | New York Intermediate Municipal Debt Funds | Dreyfus Corporation | 10 |
| DuPont Capital Emerging Markets Debt Fund, I | DCDEX | Emerging Markets Hard Currency Debt Funds | DuPont Capital Management Corporation | 3 |
| Dupree Intermediate Government Bond Series | DPIGX | Intermediate U.S. Government Funds | Dupree & Company, Inc. | 3 |
| Dupree Intermediate Government Bond Series | DPIGX | Intermediate U.S. Government Funds | Dupree & Company, Inc. | 5 |
| Eaton Vance Emerging Markets Debt Opportunities Fund, R6 | EELDX | Emerging Markets Local Currency Debt Funds | Eaton Vance Management | 3 |
| Eaton Vance Hexavest Global Equity Fund, I | EHGIX | Global Large-Cap Value Funds | Eaton Vance Management | 3 |
| Eaton Vance Short Duration Government Income Fund, I | EILDX | Short U.S. Government Funds | Eaton Vance Management | 3 |
| Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond Fund, I | EILTX | Intermediate Municipal Debt Funds | Eaton Vance Management | 3 |
| Eaton Vance Emerging Markets Local Income Fund, I | EEIIX | Emerging Markets Local Currency Debt Funds | Eaton Vance Management | 5 |
| Eaton Vance Short Duration Government Income Fund, I | EILDX | Short U.S. Government Funds | Eaton Vance Management | 5 |
| Fidelity Advisor Semiconductors Fund, I | FELIX | Science & Technology Funds | Fidelity Management & Research Company | 3 |
| Fidelity Income Replacement 2042 Fund | FIXRX | Retirement Income Funds | Fidelity Management & Research Company | 3 |
| Fidelity Pacific Basin Fund | FPBFX | Pacific Region Funds | Fidelity Management & Research Company | 3 |
| Fidelity Select Defense and Aerospace Portfolio | FSDAX | Industrials Funds | Fidelity Management & Research Company | 3 |
| Fidelity Series Intrinsic Opportunistic Fund, F | FGLLX | Global Multi-Cap Value Funds | Fidelity Management & Research Company | 3 |
| Fidelity Advisor International Real Estate Fund, I | FIRIX | International Real Estate Funds | Fidelity Management & Research Company | 5 |
| Fidelity Income Replacement 2042 Fund | FIXRX | Retirement Income Funds | Fidelity Management & Research Company | 5 |
| Fidelity Overseas Fund, K | FOSKX | International Multi-Cap Growth Funds | Fidelity Management & Research Company | 5 |
| Fidelity Pacific Basin Fund | FPBFX | Pacific Region Funds | Fidelity Management & Research Company | 5 |
| Fidelity Real Estate High Income Fund | General Bond Funds | Fidelity Management & Research Company | 5 | |
| Fidelity Select Defense and Aerospace Portfolio | FSDAX | Industrials Funds | Fidelity Management & Research Company | 5 |
| Fidelity Select Semiconductors Portfolio | FSELX | Science & Technology Funds | Fidelity Management & Research Company | 5 |
| Fidelity Intermediate Government Income Fund | FSTGX | Short-Intermediate U.S. Government Funds | Fidelity Management & Research Company | 10 |
| Fidelity OTC Portfolio | FOCPX | Multi-Cap Growth Funds | Fidelity Management & Research Company | 10 |
| FPA Crescent Fund | FPACX | Flexible Portfolio Funds | First Pacific Advisors, LLC | 10 |
| Franklin California Intermediate-Term Tax-Free Income Fund, Advisor | FRCZX | California Intermediate Municipal Debt Funds | Franklin Templeton Investments | 3 |
| Franklin New York Intermediate-Term Tax-Free Income Fund, Advisor | FNYZX | New York Intermediate Municipal Debt Funds | Franklin Templeton Investments | 5 |
| Gateway Fund, Y | GTEYX | Alternative Equity Market Neutral Funds | Gateway Investment Advisers, LLC | 5 |
| GMO Emerging Country Debt Fund, IV | GMDFX | Emerging Markets Hard Currency Debt Funds | Grantham Mayo Van Otterloo & Company, LLC | 5 |
| GMO Foreign Small Companies Fund, III | GMFSX | International Small/Mid-Cap Core Funds | Grantham Mayo Van Otterloo & Company, LLC | 10 |
| GMO Strategic Opportunities Allocation Fund, III | GBATX | Alternative Global Macro Funds | Grantham Mayo Van Otterloo & Company, LLC | 10 |
| Guggenheim Macro Opportunities Fund, Institutional | GIOIX | Alternative Credit Focus Funds | Guggenheim Investments | 3 |
| Guggenheim Alpha Opportunity Fund, Institutional | SAOIX | Alternative Long/Short Equity Funds | Guggenheim Investments | 5 |
| Guggenheim Macro Opportunities Fund, Institutional | GIOIX | Alternative Credit Focus Funds | Guggenheim Investments | 5 |
| GuideStone Defensive Market Strategies Fund, Institutional | GDMYX | Flexible Portfolio Funds | GuideStone Funds Trust | 3 |
| GuideStone Defensive Market Strategies Fund, Institutional | GDMYX | Flexible Portfolio Funds | GuideStone Funds Trust | 5 |
| Great-West Aggressive Profile II Fund, Initial | MXAPX | Mixed-Asset Target Allocation Aggressive Growth Funds | GW Capital Management, LLC | 3 |
| Great-West Aggressive Profile II Fund, Initial | MXAPX | Mixed-Asset Target Allocation Aggressive Growth Funds | GW Capital Management, LLC | 5 |
| Great-West Aggressive Profile II Fund, Initial | MXAPX | Mixed-Asset Target Allocation Aggressive Growth Funds | GW Capital Management, LLC | 10 |
| Harbor Mid Cap Value Fund, Institutional | HAMVX | Mid-Cap Value Funds | Harbor Capital Advisors, Inc. | 5 |
| Harding Loevner International Equity Portfolio, Institutional | HLMIX | International Large-Cap Growth Funds | Harding Loevner, LP | 3 |
| Harding Loevner International Equity Portfolio, Institutional | HLMIX | International Large-Cap Growth Funds | Harding Loevner, LP | 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 Balanced Income Fund, Y | HBLYX | Mixed-Asset Target Allocation Moderate Funds | Hartford Funds | 10 |
| Hennessy Gas Utility Fund, Investor | GASFX | Utility Funds | Hennessy Funds | 10 |
| Hood River Small-Cap Growth Fund, Institutional | HRSMX | Small-Cap Growth Funds | Hood River Capital Management, LLC | 5 |
| HSBC Frontier Markets Fund, I | HSFIX | Emerging Markets Funds | HSBC Global Asset Management (USA), Inc. | 5 |
| Invesco Dividend Income Fund, R6 | IFUTX | Equity Income Funds | Invesco Funds | 3 |
| Invesco European Small Company Fund, A | ESMAX | European Region Funds | Invesco Funds | 10 |
| Iron Strategic Income Fund, Institutional | IFUNX | Alternative Credit Focus Funds | Iron Financial, LLC | 10 |
| Ivy International Core Equity Fund, I | ICEIX | International Large-Cap Core Funds | Ivy Investment Management Company | 3 |
| Ivy International Core Equity Fund, I | ICEIX | International Large-Cap Core Funds | Ivy Investment Management Company | 5 |
| Ivy International Core Equity Fund, Y | IVVYX | International Large-Cap Core Funds | Ivy Investment Management Company | 10 |
| Janus Real Return Fund, I | JURIX | Inflation-Protected Bond Funds | Janus Capital Management, LLC | 5 |
| Janus Global Research Fund, D | JANWX | Global Multi-Cap Growth Funds | Janus Capital Management, LLC | 10 |
| John Hancock Fundamental Global Franchise Fund, NAV | Global Large-Cap Growth Funds | John Hancock Group | 3 | |
| John Hancock International Value Fund, NAV | JHVIX | International Multi-Cap Value Funds | John Hancock Group | 10 |
| KEELEY Mid Cap Dividend Value Fund, I | KMDIX | Equity Income Funds | Keeley Asset Management Corporation | 5 |
| Lazard Global Listed Infrastructure Portfolio, Institutional | GLIFX | Global Infrastructure Funds | Lazard Asset Management, LLC | 3 |
| Lazard Global Listed Infrastructure Portfolio, Institutional | GLIFX | Global Infrastructure Funds | Lazard Asset Management, LLC | 5 |
| QS Global Dividend Fund, IS | LDIFX | Global Equity Income Funds | Legg Mason | 3 |
| QS International Dividend Fund, IS | LDIVX | International Equity Income Funds | Legg Mason | 3 |
| Western Asset Core Bond Fund, IS | WACSX | Core Bond Funds | Legg Mason | 3 |
| ClearBridge Large Cap Growth Fund, I | SBLYX | Large-Cap Growth Funds | Legg Mason | 5 |
| EnTrustPermal Alternative Core Fund, IS | LPTSX | Alternative Multi-Strategy Funds | Legg Mason | 5 |
| Leuthold Grizzly Short Fund | GRZZX | Dedicated Short-Bias Funds | Leuthold Weeden Capital Management, LLC | 10 |
| LoCorr Long/Short Commodities Strategy Fund, I | LCSIX | Commodities General Funds | LoCorr Fund Management, LLC | 3 |
| Natixis Loomis Sayles Senior Floating Rate and Fixed Income Fund, Y | LSFYX | Loan Participation Funds | Loomis Sayles & Company, LP | 3 |
| Natixis Loomis Sayles Limited Term Government and Agency Fund, Y | NELYX | Short-Intermediate U.S. Government Funds | Loomis Sayles & Company, LP | 5 |
| Natixis Loomis Sayles Senior Floating Rate and Fixed Income Fund, Y | LSFYX | Loan Participation Funds | Loomis Sayles & Company, LP | 5 |
| Natixis Loomis Sayles Core Plus Bond Fund, Y | NERYX | Core Plus Bond Funds | Loomis Sayles & Company, LP | 10 |
| Lord Abbett High Yield Fund, I | LAHYX | High Yield Funds | Lord Abbett & Company, LLC | 3 |
| Lord Abbett High Yield Fund, I | LAHYX | High Yield Funds | Lord Abbett & Company, LLC | 5 |
| Lord Abbett New Jersey Tax Free Fund, I | LINJX | New Jersey Municipal Debt Funds | Lord Abbett & Company, LLC | 5 |
| Lord Abbett Short Duration Income Fund, I | LLDYX | Short Investment-Grade Debt Funds | Lord Abbett & Company, LLC | 5 |
| Lord Abbett Bond-Debenture Fund, I | LBNYX | Multi-Sector Income Funds | Lord Abbett & Company, LLC | 10 |
| Lord Abbett Short Duration Income Fund, I | LLDYX | Short Investment-Grade Debt Funds | Lord Abbett & Company, LLC | 10 |
| MainStay Convertible Fund, I | MCNVX | Convertible Securities Funds | MainStay Funds | 3 |
| MainStay Convertible Fund, I | MCNVX | Convertible Securities Funds | MainStay Funds | 5 |
| Matthews Emerging Asia Fund, Institutional | MIASX | Emerging Markets Funds | Matthews International Capital Management, LLC | 3 |
| Matthews Pacific Tiger Fund, Institutional | MIPTX | Pacific Ex-Japan Funds | Matthews International Capital Management, LLC | 3 |
| Matthews China Dividend Fund, Institutional | MICDX | China Region Funds | Matthews International Capital Management, LLC | 5 |
| Matthews Pacific Tiger Fund, Institutional | MIPTX | Pacific Ex-Japan Funds | Matthews International Capital Management, LLC | 5 |
| Matthews Asia Growth Fund, Investor | MPACX | Pacific Region Funds | Matthews International Capital Management, LLC | 10 |
| Meeder Quantex Fund, Retail | FLCGX | Mid-Cap Value Funds | Meeder Asset Management, Inc. | 10 |
| MFS Lifetime Income Fund, I | MLLIX | Mixed-Asset Target Today Funds | MFS Investment Management | 10 |
| Morgan Stanley Institutional Core Plus Fixed Income Portfolio, I | MPFIX | Core Plus Bond 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. | 3 |
| Morgan Stanley Institutional Global Discovery Portfolio, I | MLDIX | Global Small-/Mid-Cap Funds | Morgan Stanley Investment Management, Inc. | 3 |
| Morgan Stanley Institutional International Opportunity Portfolio, I | MNOPX | International Multi-Cap Growth Funds | Morgan Stanley Investment Management, Inc. | 3 |
| Morgan Stanley Institutional Short Duration Income Portfolio, I | MPLDX | Short Investment-Grade Debt Funds | Morgan Stanley Investment Management, Inc. | 3 |
| Morgan Stanley Mortgage Securities Trust, I | MTGDX | U.S. Mortgage Funds | Morgan Stanley Investment Management, Inc. | 3 |
| Morgan Stanley Institutional Core Plus Fixed Income Portfolio, I | MPFIX | Core Plus Bond Funds | Morgan Stanley Investment Management, Inc. | 5 |
| Morgan Stanley Institutional Corporate Bond Portfolio, I | MPFDX | Corporate Debt BBB-Rated Funds | Morgan Stanley Investment Management, Inc. | 5 |
| Morgan Stanley Institutional Global Discovery Portfolio, I | MLDIX | Global Small-/Mid-Cap Funds | Morgan Stanley Investment Management, Inc. | 5 |
| Morgan Stanley Mortgage Securities Trust, I | MTGDX | U.S. Mortgage Funds | Morgan Stanley Investment Management, Inc. | 5 |
| Morgan Stanley US Government Securities Trust, I | USGDX | General U.S. Government Funds | Morgan Stanley Investment Management, Inc. | 5 |
| Neuberger Berman Greater China Equity Fund, Institutional | NCEIX | China Region Funds | Neuberger Berman Management, LLC | 3 |
| Neuberger Berman New York Municipal Income Fund, Institutional | NMIIX | New York Intermediate Municipal Debt Funds | Neuberger Berman Management, LLC | 3 |
| Nuveen California High Yield Municipal Bond Fund, I | NCHRX | California Municipal Debt Funds | Nuveen Fund Advisors, LLC | 3 |
| Nuveen California High Yield Municipal Bond Fund, I | NCHRX | California Municipal Debt Funds | Nuveen Fund Advisors, LLC | 5 |
| Nuveen High Yield Municipal Bond Fund, I | NHMRX | High Yield Municipal Debt Funds | Nuveen Fund Advisors, LLC | 5 |
| Nuveen Massachusetts Municipal Bond Fund, I | NBMAX | Massachusetts Municipal Debt Funds | Nuveen Fund Advisors, LLC | 5 |
| Nuveen All-American Municipal Bond Fund, I | FAARX | General & Insured Municipal Debt Funds | Nuveen Fund Advisors, LLC | 10 |
| Nuveen California Municipal Bond Fund, I | NCSPX | California Municipal Debt Funds | Nuveen Fund Advisors, LLC | 10 |
| Nuveen Massachusetts Municipal Bond Fund, I | NBMAX | Massachusetts Municipal Debt Funds | Nuveen Fund Advisors, LLC | 10 |
| Nuveen Minnesota Municipal Bond Fund, I | FYMNX | Minnesota Municipal Debt Funds | Nuveen Fund Advisors, LLC | 10 |
| Nuveen New Jersey Municipal Bond Fund, I | NMNJX | New Jersey Municipal Debt Funds | Nuveen Fund Advisors, LLC | 10 |
| Nuveen Pennsylvania Municipal Bond Fund, I | NBPAX | Pennsylvania Municipal Debt Funds | Nuveen Fund Advisors, LLC | 10 |
| Nuveen Tradewinds Value Opportunities Fund, I | NVORX | Global Multi-Cap Value Funds | Nuveen Fund Advisors, LLC | 10 |
| Nuveen Virginia Municipal Bond Fund, I | NMVAX | Virginia Municipal Debt Funds | Nuveen Fund Advisors, LLC | 10 |
| Red Oak Technology Select Fund | ROGSX | Science & Technology Funds | Oak Associates, Ltd. | 10 |
| Oppenheimer International Small-Mid Company Fund, I | OSCIX | International Small/Mid-Cap Growth Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Rochester AMT-Free Municipal Fund, Y | OMFYX | General & Insured Municipal Debt Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Rochester AMT-Free New York Municipals, Y | ONYYX | New York Municipal Debt Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Rochester High Yield Municipal Fund, Y | ORNYX | High Yield Municipal Debt Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Rochester Limited Term Municipal Fund, Y | OPIYX | Short-Intermediate Municipal Debt Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Rochester Maryland Municipal Fund, Y | ORYYX | Maryland Municipal Debt Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Rochester Massachusetts Municipal Fund, A | ORMAX | Massachusetts Municipal Debt Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Rochester Minnesota Municipal Fund, Y | OPYMX | Minnesota Municipal Debt Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Rochester New Jersey Municipal Fund, Y | ONJYX | New Jersey Municipal Debt Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Rochester Ohio Municipal Fund, Y | OROYX | Ohio Municipal Debt Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Rochester Pennsylvania Municipal Fund, Y | OPAYX | Pennsylvania Municipal Debt Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Rochester Short Term Municipal Fund, Y | ORSYX | Short Municipal Debt Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer Rochester Virginia Municipal Fund, A | ORVAX | Virginia Municipal Debt Funds | OppenheimerFunds, Inc. | 3 |
| Oppenheimer International Small-Mid Company Fund, Y | OSMYX | International Small/Mid-Cap Growth Funds | OppenheimerFunds, Inc. | 5 |
| Oppenheimer Rochester AMT-Free Municipal Fund, Y | OMFYX | General & Insured Municipal Debt Funds | OppenheimerFunds, Inc. | 5 |
| Oppenheimer Rochester Minnesota Municipal Fund, Y | OPYMX | Minnesota Municipal Debt Funds | OppenheimerFunds, Inc. | 5 |
| Oppenheimer Rochester Ohio Municipal Fund, Y | OROYX | Ohio Municipal Debt Funds | OppenheimerFunds, Inc. | 5 |
| Oppenheimer Rochester Pennsylvania Municipal Fund, Y | OPAYX | Pennsylvania Municipal Debt Funds | OppenheimerFunds, Inc. | 5 |
| Oppenheimer Rochester Short Term Municipal Fund, Y | ORSYX | Short Municipal Debt Funds | OppenheimerFunds, Inc. | 5 |
| Oppenheimer Developing Markets Fund, Y | ODVYX | Emerging Markets Funds | OppenheimerFunds, Inc. | 10 |
| Oppenheimer Senior Floating Rate Fund, Y | OOSYX | Loan Participation Funds | OppenheimerFunds, Inc. | 10 |
| PF Small-Cap Value Fund, P | Small-Cap Value Funds | Pacific Life Insurance Company | 3 | |
| Parnassus Endeavor Fund | PARWX | Multi-Cap Core Funds | Parnassus Investments | 3 |
| Parnassus Endeavor Fund | PARWX | Multi-Cap Core Funds | Parnassus Investments | 5 |
| Parnassus Core Equity Fund, Institutional | PRILX | Equity Income Funds | Parnassus Investments | 10 |
| Parnassus Endeavor Fund | PARWX | Multi-Cap Core Funds | Parnassus Investments | 10 |
| Pear Tree Polaris Foreign Value Small Cap Fund, Institutional | QUSIX | International Small/Mid-Cap Core Funds | Pear Tree Advisors, Inc. | 5 |
| PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional | PFORX | International Income Funds | PIMCO | 3 |
| PIMCO Global Bond Fund (US Dollar-Hedged), Institutional | PGBIX | Global Income Funds | PIMCO | 3 |
| PIMCO Income Fund, Institutional | PIMIX | Multi-Sector Income Funds | PIMCO | 3 |
| PIMCO Long-Term Credit Fund, Institutional | PTCIX | General Bond Funds | PIMCO | 3 |
| PIMCO Short-Term Fund, Institutional | PTSHX | Ultra-Short Obligation Funds | PIMCO | 3 |
| PIMCO StocksPLUS International Fund (US Dollar-Hedged), Institutional | PISIX | International Multi-Cap Core Funds | PIMCO | 3 |
| PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional | PFORX | International Income Funds | PIMCO | 5 |
| PIMCO Global Bond Fund (US Dollar-Hedged), Institutional | PGBIX | Global Income Funds | PIMCO | 5 |
| PIMCO Income Fund, Institutional | PIMIX | Multi-Sector Income Funds | PIMCO | 5 |
| PIMCO StocksPLUS International Fund (US Dollar-Hedged), Institutional | PISIX | International Multi-Cap Core Funds | PIMCO | 5 |
| PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional | PFORX | International Income Funds | PIMCO | 10 |
| PIMCO Global Bond Fund (US Dollar-Hedged), Institutional | PGBIX | Global Income Funds | PIMCO | 10 |
| PIMCO GNMA Fund, Institutional | PDMIX | GNMA Funds | PIMCO | 10 |
| PIMCO Long-Term US Government Fund, Institutional | PGOVX | General U.S. Government Funds | PIMCO | 10 |
| PIMCO StocksPLUS International Fund (US Dollar-Hedged), Institutional | PISIX | International Multi-Cap Core Funds | PIMCO | 10 |
| PIMCO StocksPLUS Small Fund, Institutional | PSCSX | Small-Cap Core Funds | PIMCO | 10 |
| Polaris Global Value Fund | PGVFX | Global Multi-Cap Value Funds | Polaris Capital Management, LLC | 5 |
| Poplar Forest Partners Fund, Institutional | IPFPX | Multi-Cap Value Funds | Poplar Forest Capital, LLC | 5 |
| PRIMECAP Odyssey Aggressive Growth Fund | POAGX | Mid-Cap Growth Funds | PRIMECAP Management Company | 3 |
| PRIMECAP Odyssey Aggressive Growth Fund | POAGX | Mid-Cap Growth Funds | PRIMECAP Management Company | 5 |
| Vanguard Capital Opportunity Fund, Admiral | VHCAX | Multi-Cap Growth Funds | PRIMECAP Management Company | 5 |
| Vanguard PRIMECAP Fund, Admiral | VPMAX | Large-Cap Core Funds | PRIMECAP Management Company | 5 |
| Vanguard PRIMECAP Fund, Admiral | VPMAX | Large-Cap Core Funds | PRIMECAP Management Company | 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 |
| Prudential Jennison Utility Fund, Z | PRUZX | Utility Funds | Prudential Investments | 5 |
| RidgeWorth Seix Short-Term Municipal Bond Fund, I | CMDTX | Short Municipal Debt Funds | RidgeWorth Funds | 10 |
| RMB Mendon Financial Services Fund, A | RMBKX | Financial Services Funds | RMB Capital Management | 3 |
| RMB Mendon Financial Services Fund, A | RMBKX | Financial Services Funds | RMB Capital Management | 5 |
| Scout Mid Cap Fund | UMBMX | Mid-Cap Core Funds | Scout Investments, Inc. | 10 |
| SEI Institutional Investments Trust Dynamic Asset Allocation Fund, A | SDLAX | Alternative Global Macro Funds | SEI Group | 3 |
| SEI Institutional Managed Global Managed Volatility Fund, A | SVTAX | Global Multi-Cap Core Funds | SEI Group | 3 |
| SEI Institutional Investments Trust Dynamic Asset Allocation Fund, A | SDLAX | Alternative Global Macro Funds | SEI Group | 5 |
| Shelton NASDAQ-100 Index Fund, Direct | NASDX | Large-Cap Growth Funds | Shelton Capital Management | 3 |
| Shelton S&P SmallCap Index Fund, K | SMLKX | Small-Cap Core Funds | Shelton Capital Management | 3 |
| Shelton S&P SmallCap Index Fund, K | SMLKX | Small-Cap Core Funds | Shelton Capital Management | 5 |
| Shelton NASDAQ-100 Index Fund, Direct | NASDX | Large-Cap Growth Funds | Shelton Capital Management | 10 |
| SilverPepper Merger Arbitrage Fund, Institutional | SPAIX | Alternative Event Driven Funds | SilverPepper, LLC | 3 |
| T. Rowe Price Health Sciences Fund | PRHSX | Health/Biotechnology Funds | T. Rowe Price Associates, Inc. | 3 |
| T. Rowe Price New Era Fund | PRNEX | Global Natural Resources Funds | T. Rowe Price Associates, Inc. | 3 |
| T. Rowe Price Health Sciences Fund | PRHSX | Health/Biotechnology Funds | T. Rowe Price Associates, Inc. | 5 |
| T. Rowe Price Maryland Tax-Free Bond Fund | MDXBX | Maryland Municipal Debt Funds | T. Rowe Price Associates, Inc. | 5 |
| T. Rowe Price Capital Appreciation Fund | PRWCX | Mixed-Asset Target Allocation Growth 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 Institutional Mid-Cap Equity Growth Fund | PMEGX | Mid-Cap Growth Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price Maryland Tax-Free Bond Fund | MDXBX | Maryland Municipal Debt Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price New Horizons Fund | PRNHX | Small-Cap Growth Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price Retirement 2010 Fund | TRRAX | Mixed-Asset Target 2010 Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price Retirement 2020 Fund | TRRBX | Mixed-Asset Target 2020 Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price Retirement 2030 Fund | TRRCX | Mixed-Asset Target 2030 Funds | T. Rowe Price Associates, Inc. | 10 |
| T. Rowe Price Retirement 2040 Fund | TRRDX | Mixed-Asset Target 2040 Funds | T. Rowe Price Associates, Inc. | 10 |
| TCW Core Fixed Income Fund, I | TGCFX | Core Bond Funds | TCW Investment Management Company | 10 |
| TCW Emerging Markets Income Fund, I | TGEIX | Emerging Markets Hard Currency Debt Funds | TCW Investment Management Company | 10 |
| 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 Investment Management, Inc. | 10 |
| Thornburg Limited Term US Government Fund, Institutional | LTUIX | Short-Intermediate U.S. Government Funds | Thornburg Investment Management, Inc. | 3 |
| Thornburg Limited Term Municipal Fund, Institutional | LTMIX | Short-Intermediate Municipal Debt Funds | Thornburg Investment Management, Inc. | 10 |
| Thrivent Large Cap Stock Fund, S | IILGX | Global Large-Cap Core Funds | Thrivent Mutual Funds | 3 |
| Thrivent Mid Cap Stock Fund, S | TMSIX | Mid-Cap Core Funds | Thrivent Mutual Funds | 3 |
| Thrivent Large Cap Stock Fund, S | IILGX | Global Large-Cap Core Funds | Thrivent Mutual Funds | 5 |
| Thrivent Mid Cap Stock Fund, S | TMSIX | Mid-Cap Core Funds | Thrivent Mutual Funds | 5 |
| Tortoise MLP & Pipeline Fund, Institutional | TORIX | Energy MLP Funds | Tortoise Capital Advisors, LLC | 3 |
| Tortoise Select Opportunity Fund, Institutional | TOPIX | Natural Resources Funds | Tortoise Capital Advisors, LLC | 3 |
| Towle Deep Value Fund | TDVFX | Small-Cap Value Funds | Towle & Co. | 5 |
| US Global Investors Gold & Precious Metals Fund | USERX | Precious Metals Equity Funds | US Global Investors Funds | 3 |
| US Global Investors Gold & Precious Metals Fund | USERX | Precious Metals Equity Funds | US Global Investors Funds | 5 |
| USAA Capital Growth Fund | USCGX | Global Multi-Cap Core Funds | USAA Asset Management Company | 5 |
| USAA Virginia Bond Fund, Fund | USVAX | Virginia Municipal Debt Funds | USAA Asset Management Company | 5 |
| VanEck Global Hard Assets Fund, I | GHAIX | Global Natural Resources Funds | Van Eck Associates Corporation | 10 |
| VanEck International Investors Gold Fund, I | INIIX | Precious Metals Equity Funds | Van Eck Associates Corporation | 10 |
| Vanguard Extended Duration Treasury Index Fund, Institutional Plus | VEDIX | General U.S. Treasury Funds | Vanguard Group, Inc. | 3 |
| Vanguard Long-Term Government Bond Index Fund, Institutional | VLGIX | General U.S. Government Funds | Vanguard Group, Inc. | 3 |
| Vanguard Long-Term Investment-Grade Fund, Admiral | VWETX | Corporate Debt A-Rated Funds | Vanguard Group, Inc. | 3 |
| Vanguard Utilities Index Fund, Admiral | VUIAX | Utility Funds | Vanguard Group, Inc. | 3 |
| Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral | VCADX | California Intermediate Municipal Debt Funds | Vanguard Group, Inc. | 5 |
| Vanguard Long-Term Investment-Grade Fund, Admiral | VWETX | Corporate Debt A-Rated Funds | Vanguard Group, Inc. | 5 |
| Vanguard Long-Term Treasury Fund, Admiral | VUSUX | General U.S. Treasury Funds | Vanguard Group, Inc. | 5 |
| Vanguard Long-Term Investment-Grade Fund, Admiral | VWETX | Corporate Debt A-Rated Funds | Vanguard Group, Inc. | 10 |
| Vanguard Long-Term Treasury Fund, Admiral | VUSUX | General U.S. Treasury Funds | Vanguard Group, Inc. | 10 |
| Vanguard Ohio Long-Term Tax-Exempt Fund, Investor | VOHIX | Ohio Municipal Debt Funds | Vanguard Group, Inc. | 10 |
| Vanguard Wellesley Income Fund, Admiral | VWIAX | Mixed-Asset Target Allocation Conservative Funds | Vanguard Group, Inc. | 10 |
| Victory RS Global Fund, R | RGGKX | Global Multi-Cap Growth Funds | Victory Capital Management, Inc. | 3 |
| Victory RS Global Fund, R | RGGKX | Global Multi-Cap Growth Funds | Victory Capital Management, Inc. | 5 |
| Virtus International Real Estate Securities Fund, I | PXRIX | International Real Estate Funds | Virtus Investment Partners, Inc. | 3 |
| Virtus Multi-Sector Short Term Bond Fund, I | PIMSX | Short-Intermediate Investment-Grade Debt Funds | Virtus Investment Partners, Inc. | 5 |
| Voya GNMA Income Fund, I | LEINX | GNMA Funds | Voya Investments, LLC | 5 |
| Waddell & Reed Advisors Energy Fund, Y | WEGYX | Natural Resources Funds | Waddell & Reed Investment Management Company | 5 |
| Waddell & Reed Advisors Energy Fund, Y | WEGYX | Natural Resources Funds | Waddell & Reed Investment Management Company | 10 |
| Wasatch International Growth Fund, Investor | WAIGX | International Small/Mid-Cap Growth Funds | Wasatch Advisors, Inc. | 10 |
| Vanguard GNMA Fund, Admiral | VFIJX | GNMA Funds | Wellington Management Company, LLP | 3 |
| Wells Fargo Advantage Index Asset Allocation Fund, Administrator | WFAIX | Mixed-Asset Target Allocation Moderate 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 | 3 |
| Wells Fargo Diversified Income Builder Fund, Institutional | EKSYX | Mixed-Asset Target Allocation Conservative Funds | Wells Fargo Funds Management, LLC | 3 |
| Wells Fargo Advantage Index Asset Allocation Fund, Administrator | WFAIX | Mixed-Asset Target Allocation Moderate 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 | 5 |
| Wells Fargo Diversified Income Builder Fund, Institutional | EKSYX | Mixed-Asset Target Allocation Conservative Funds | Wells Fargo Funds Management, LLC | 5 |
| Wells Fargo Strategic Municipal Bond Fund, Administrator | VMPYX | Short-Intermediate Municipal Debt Funds | Wells Fargo Funds Management, LLC | 5 |
| Wells Fargo Short Duration Government Bond Fund, I | WSGIX | Short U.S. Government Funds | Wells Fargo Funds Management, LLC | 10 |
| Westcore Mid-Cap Value Dividend Fund, Retail | WTMCX | Mid-Cap Value Funds | Westcore Funds | 3 |
| Zacks Market Neutral Fund, Investor | ZMNVX | Alternative Equity Market Neutral Funds | Zacks Investment Management, Inc. | 3 |
| Vanguard Long-Term Investment-Grade Fund, Admiral | VWETX | Corporate Debt A-Rated Funds | Vanguard Group, Inc. | trophy |
| Guggenheim Macro Opportunities Fund, Institutional | GIOIX | Alternative Credit Focus Funds | Guggenheim Investments | trophy |
| SEI Institutional Investments Trust Dynamic Asset Allocation Fund, A | SDLAX | Alternative Global Macro Funds | SEI Group | trophy |
| US Global Investors Gold & Precious Metals Fund | USERX | Precious Metals Equity Funds | US Global Investors Funds | trophy |
| Morgan Stanley Institutional Corporate Bond Portfolio, I | MPFDX | Corporate Debt BBB-Rated Funds | Morgan Stanley Investment Management, Inc. | trophy |
| Nuveen California High Yield Municipal Bond Fund, I | NCHRX | California Municipal Debt Funds | Nuveen Fund Advisors, LLC | trophy |
| Morgan Stanley Institutional Core Plus Fixed Income Portfolio, I | MPFIX | Core Plus Bond Funds | Morgan Stanley Investment Management, Inc. | trophy |
| MainStay Convertible Fund, I | MCNVX | Convertible Securities Funds | MainStay Funds | trophy |
| ProFunds Short Oil & Gas ProFund, Investor | SNPIX | Dedicated Short-Bias Funds | ProFunds Group | trophy |
| DFA Continental Small Company Portfolio, Institutional | DFCSX | European Region Funds | Dimensional Fund Advisors, LP | trophy |
| Cohen & Steers Preferred Securities & Income Fund, I | CPXIX | Flexible Income Funds | Cohen & Steers Capital Management, Inc. | trophy |
| RMB Mendon Financial Services Fund, A | RMBKX | Financial Services Funds | RMB Capital Management | trophy |
| GuideStone Defensive Market Strategies Fund, Institutional | GDMYX | Flexible Portfolio Funds | GuideStone Funds Trust | trophy |
| Lazard Global Listed Infrastructure Portfolio, Institutional | GLIFX | Global Infrastructure Funds | Lazard Asset Management, LLC | trophy |
| Thrivent Large Cap Stock Fund, S | IILGX | Global Large-Cap Core Funds | Thrivent Mutual Funds | trophy |
| American Funds New Perspective Fund, R-5 | RNPFX | Global Large-Cap Growth Funds | American Funds | trophy |
| PIMCO Global Bond Fund (US Dollar-Hedged), Institutional | PGBIX | Global Income Funds | PIMCO | trophy |
| Oppenheimer Rochester AMT-Free Municipal Fund, Y | OMFYX | General & Insured Municipal Debt Funds | OppenheimerFunds, Inc. | trophy |
| Victory RS Global Fund, R | RGGKX | Global Multi-Cap Growth Funds | Victory Capital Management, Inc. | trophy |
| Morgan Stanley Institutional Global Discovery Portfolio, I | MLDIX | Global Small-/Mid-Cap Funds | Morgan Stanley Investment Management, Inc. | trophy |
| Vanguard Long-Term Treasury Fund, Admiral | VUSUX | General U.S. Treasury Funds | Vanguard Group, Inc. | trophy |
| T. Rowe Price Health Sciences Fund | PRHSX | Health/Biotechnology Funds | T. Rowe Price Associates, Inc. | trophy |
| Lord Abbett High Yield Fund, I | LAHYX | High Yield Funds | Lord Abbett & Company, LLC | trophy |
| Fidelity Select Defense and Aerospace Portfolio | FSDAX | Industrials Funds | Fidelity Management & Research Company | trophy |
| Ivy International Core Equity Fund, Y | IVVYX | International Large-Cap Core Funds | Ivy Investment Management Company | trophy |
| Harding Loevner International Equity Portfolio, Institutional | HLMIX | International Large-Cap Growth Funds | Harding Loevner, LP | trophy |
| Laudus Mondrian International Equity Fund, Institutional | LIEIX | International Large-Cap Value Funds | Charles Schwab Investment Management, Inc. | trophy |
| BlackRock Strategic Municipal Opportunities Fund, Institutional | MAMTX | Intermediate Municipal Debt Funds | BlackRock, Inc. | trophy |
| PIMCO StocksPLUS International Fund (US Dollar-Hedged), Institutional | PISIX | International Multi-Cap Core Funds | PIMCO | trophy |
| Hartford International Value Fund, Y | HILYX | International Multi-Cap Value Funds | Hartford Funds | trophy |
| PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional | PFORX | International Income Funds | PIMCO | trophy |
| Oppenheimer International Small-Mid Company Fund, Y | OSMYX | International Small/Mid-Cap Growth Funds | OppenheimerFunds, Inc. | trophy |
| Dupree Intermediate Government Bond Series | DPIGX | Intermediate U.S. Government Funds | Dupree & Company, Inc. | trophy |
| Vanguard PRIMECAP Fund, Admiral | VPMAX | Large-Cap Core Funds | PRIMECAP Management Company | trophy |
| Shelton NASDAQ-100 Index Fund, Direct | NASDX | Large-Cap Growth Funds | Shelton Capital Management | trophy |
| Natixis Loomis Sayles Senior Floating Rate and Fixed Income Fund, Y | LSFYX | Loan Participation Funds | Loomis Sayles & Company, LP | trophy |
| Nuveen Massachusetts Municipal Bond Fund, I | NBMAX | Massachusetts Municipal Debt Funds | Nuveen Fund Advisors, LLC | trophy |
| American Funds 2010 Target Date Retirement Fund, R-6 | RFTTX | Mixed-Asset Target 2010 Funds | American Funds | trophy |
| American Funds 2020 Target Date Retirement Fund, R-6 | RRCTX | Mixed-Asset Target 2020 Funds | American Funds | trophy |
| American Funds 2030 Target Date Retirement Fund, R-6 | RFETX | Mixed-Asset Target 2030 Funds | American Funds | trophy |
| American Funds 2035 Target Date Retirement Fund, R-6 | RFFTX | Mixed-Asset Target 2035 Funds | American Funds | trophy |
| American Funds 2050 Target Date Retirement Fund, R-6 | RFITX | Mixed-Asset Target 2050 Funds | American Funds | trophy |
| American Funds 2015 Target Date Retirement Fund, R-6 | RFJTX | Mixed-Asset Target 2015 Funds | American Funds | trophy |
| American Funds 2025 Target Date Retirement Fund, R-6 | RFDTX | Mixed-Asset Target 2025 Funds | American Funds | trophy |
| American Funds 2040 Target Date Retirement Fund, R-6 | RFGTX | Mixed-Asset Target 2040 Funds | American Funds | trophy |
| American Funds 2045 Target Date Retirement Fund, R-6 | RFHTX | Mixed-Asset Target 2045 Funds | American Funds | trophy |
| American Century One Choice In Retirement Portfolio, Institutional | ATTIX | Mixed-Asset Target Today Funds | American Century Investment Management, Inc. | trophy |
| American Funds 2055 Target Date Retirement Fund, R-6 | RFKTX | Mixed-Asset Target 2055+ Funds | American Funds | trophy |
| Thrivent Mid Cap Stock Fund, S | TMSIX | Mid-Cap Core Funds | Thrivent Mutual Funds | trophy |
| PRIMECAP Odyssey Aggressive Growth Fund | POAGX | Mid-Cap Growth Funds | PRIMECAP Management Company | trophy |
| T. Rowe Price Maryland Tax-Free Bond Fund | MDXBX | Maryland Municipal Debt Funds | T. Rowe Price Associates, Inc. | trophy |
| Altegris Futures Evolution Strategy Fund, I | EVOIX | Alternative Managed Futures Funds | Altegris Advisors, LLC | trophy |
| Parnassus Endeavor Fund | PARWX | Multi-Cap Core Funds | Parnassus Investments | trophy |
| American Century NT Mid Cap Value Fund, Institutional | ACLMX | Multi-Cap Value Funds | American Century Investment Management, Inc. | trophy |
| Oppenheimer Rochester Minnesota Municipal Fund, Y | OPYMX | Minnesota Municipal Debt Funds | OppenheimerFunds, Inc. | trophy |
| PIMCO Income Fund, Institutional | PIMIX | Multi-Sector Income Funds | PIMCO | trophy |
| Great-West Aggressive Profile II Fund, Initial | MXAPX | Mixed-Asset Target Allocation Aggressive Growth Funds | GW Capital Management, LLC | trophy |
| Wells Fargo Diversified Income Builder Fund, Institutional | EKSYX | Mixed-Asset Target Allocation Conservative Funds | Wells Fargo Funds Management, LLC | trophy |
| Wells Fargo Diversified Capital Builder Fund, I | EKBYX | Mixed-Asset Target Allocation Growth Funds | Wells Fargo Funds Management, LLC | trophy |
| Wells Fargo Advantage Index Asset Allocation Fund, Administrator | WFAIX | Mixed-Asset Target Allocation Moderate Funds | Wells Fargo Funds Management, LLC | trophy |
| Fidelity Income Replacement 2042 Fund | FIXRX | Retirement Income Funds | Fidelity Management & Research Company | trophy |
| Waddell & Reed Advisors Energy Fund, Y | WEGYX | Natural Resources Funds | Waddell & Reed Investment Management Company | trophy |
| Oppenheimer Rochester Ohio Municipal Fund, Y | OROYX | Ohio Municipal Debt Funds | OppenheimerFunds, Inc. | trophy |
| Oppenheimer Rochester Pennsylvania Municipal Fund, Y | OPAYX | Pennsylvania Municipal Debt Funds | OppenheimerFunds, Inc. | trophy |
| Fidelity Pacific Basin Fund | FPBFX | Pacific Region Funds | Fidelity Management & Research Company | trophy |
| Cohen & Steers Real Estate Securities Fund, I | CSDIX | Real Estate Funds | Cohen & Steers Capital Management, Inc. | trophy |
| Shelton S&P SmallCap Index Fund, K | SMLKX | Small-Cap Core Funds | Shelton Capital Management | trophy |
| Lord Abbett Short Duration Income Fund, I | LLDYX | Short Investment-Grade Debt Funds | Lord Abbett & Company, LLC | trophy |
| Oppenheimer Rochester Short Term Municipal Fund, Y | ORSYX | Short Municipal Debt Funds | OppenheimerFunds, Inc. | trophy |
| Eaton Vance Short Duration Government Income Fund, I | EILDX | Short U.S. Government Funds | Eaton Vance Management | trophy |
| Morgan Stanley Mortgage Securities Trust, I | MTGDX | U.S. Mortgage Funds | Morgan Stanley Investment Management, Inc. | trophy |
| Matthews Pacific Tiger Fund, Institutional | MIPTX | Pacific Ex-Japan Funds | Matthews International Capital Management, LLC | trophy |
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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