p19hteh9vi1coqb9c18hdk1h1tc6.jpg

Best Mutual Funds: Inside Look at Lipper Award Winners

Eight prominent mutual fund companies were named as winners of the 2015 Lipper U.S. Fund Awards. The awards are based on performance in various categories.

Here are the winning fund families in the group awards, with select winning funds from each company and performance data for the past three years, five years and 10 years. – Lee Conrad

All data is from Lipper for the calendar year ending 12/31/2014. Click through to see the winners or click here to see a single-page version.
p19hteh9vk5hqu7lgugqol1ktdd.jpg

TIAA-CREF <br>Best Fund Group, Overall - Large

TIAA-CREF Social Choice Equity Fund, TISCX
3Y: 19.43%
5Y: 14.57%
10Y: 7.79%

TIAA-CREF Large-Cap Value Index Fund, TILVX
3Y: 20.73%
5Y: 15.3%
10Y: 7.22%

TIAA-CREF Large-Cap Growth Index, TILIX
3Y: 20.16%
5Y: 15.71%
10Y: 8.39%
p19hteh9vk19hof5q8d7c3npj3e.jpg

MassMutual Retirement Services <br>Best Fund Group, Overall - Small

MassMutual Select Small Cap Growth Equity Fund, MSGSX
3Y: 21.12%
5Y: 15.64%
10Y: 8.83%

MassMutual Select Small Company Growth Fund, MSCSX
3Y: 16.69%
5Y: 15.81%
10Y: 6.46%

MassMutual Select Focused Value Fund, MFVSX
3Y: 23.48 %
5Y: 18.01 %
10Y: 10.49%
p19hteh9viqfomlc6of1kr3d397.jpg

Oakmark Family of Funds <br>Best Equity Fund Group - Large

Oakmark Fund, OAKMX
3Y: 22.78%
5Y: 16.16%
10Y: 8.78%

Oakmark Global Fund, OAKGX
3Y: 18.65%
5Y: 11.3%
10Y: 8.26%

Oakmark Global Select Fund, OAKWX
3Y: 19.36%
5Y: 12.2%
p19hteh9vita615ju116kunc1h308.jpg

Hotchkis & Wiley Capital Management <br>Best Equity Fund Group - Small

Hotchkis & Wiley Small Cap Value Fund, HWSIX
3Y: 26.25%
5Y: 20.71%
10Y: 8.18%

Hotchkis & Wiley Value Opportunities Fund, HWAIX
3Y: 25.22%
5Y: 19.72%
10Y: 9.26%
p19hteh9vj2bv14p1kiqhit1ouk9.jpg

Lord Abbett <br>Best Fixed-Income Fund Group - Large

Lord Abbett Calibrated Dividend Growth, LAMAX
3Y: 17.28%
5Y: 13.07%
10Y: 7.33%

Lord Abbett Core Fixed Income, LCRYX
3Y: 3.36%
5Y: 4.94%
10Y: 5.19%
p19hteh9vjdn1mar1751qu31in0a.jpg

Guggenheim Investments <br>Best Fixed-Income Fund Group - Small

Guggenheim Macro Opportunities, GIOIX
3Y: 8.05%

Guggenheim Event Fund, RYDSX
3Y: 5.37%

Rydex Biotechnology Fund, RYOIX
3Y: 41.21%
5Y: 28.24%
10Y: 15.55%
p19hteh9vj1k2irbq17tsa7618m5b.jpg

American Funds <br>Best Mixed Assets Group - Large

American Funds Capital World, CWBFX
3Y: 1.95%
5Y: 3.11%
10Y: 3.82%

American Funds Capital Income Builder, CAIBX
3Y: 11.05%
5Y: 8.88%
10Y: 6.23%

American Funds High-Income, AMHIX
3Y: 7.94%
5Y: 7.54%
10Y: 4.77%
p19hteh9vj82k2706951rimeicc.jpg

Thrivent Asset Management <br>Best Mixed Assets Group - Small

Thrivent Aggressive Allocation Fund, TAAAX
3Y: 14.7%
5Y: 11.0%

Thrivent Balanced Income Plus Fund, AABFX
3Y: 12.6%
5Y: 10.1%
10Y: 6.1%

Thrivent Diversified Income Plus Fund, AAHYX
3Y: 9.2%
5Y: 8.9%
10Y: 5.9%

Thrivent Moderate Allocation Fund, THMAX
3Y: 10.7%
5Y: 8.7%

Thrivent Moderately Aggressive Allocation Fund, TMAAX
3Y: 13.1%
5Y: 10.0%

Thrivent Moderately Conservative Allocation Fund, TCAAX
3Y: 7.9%
5Y: 6.9%

MORE FROM FINANCIAL PLANNING

Michael Beloff has helped families with special needs while also understanding how to best take care of his own son with autism. He's grown free outreach into a thriving niche.

4h ago
9 Min Read
Michale Beloff

In a recent industry snapshot, the Investment Adviser Association found the average number of data points advisors have to report in annual regulatory filings has nearly doubled to more than 1,000 since 2011.

June 8
5 Min Read

A technicality in the federal law enacted in July 2025 changed how deductions work for estates and trusts, creating uncertainty over how taxes are allocated after a person's death.

June 8
2 Min Read

Advisor Growth Solutions founder Jeffrey Czajka created a new professional community for early-career advisors at a low price point by the field's standards.

June 8
4 Min Read
Jeffrey Czajka is the founder of Advisor Growth Solutions.

New research from the TIAA Institute finds financial literacy slipping further, with investors across generations struggling to with risk comprehension.

June 5
3 Min Read
Adobe Clipboard

A study released by Ficomm Partners and Absolute Engagement found that nearly 9% of high net worth investors turned to AI over a human for referrals. This shift in referral inquiries offers advisors an opportunity to deepen digital presences.

June 5
3 Min Read
Russell - O'Connell headshots.png