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.
All data is from Lipper.
Scroll below to see the winners or click here for the slideshow version.
TIAA-CREF - Best Fund Group, Overall - Large
TIAA-CREF Social Choice Equity Fund, TISCX
TIAA-CREF Large-Cap Value Index Fund, TILVX
TIAA-CREF Large-Cap Growth Index, TILIX
MassMutual Retirement Services - Best Fund Group, Overall - Small
MassMutual Select Small Cap Growth Equity Fund, MSGSX
MassMutual Select Small Company Growth Fund, MSCSX
MassMutual Select Focused Value Fund, MFVSX
three-year returns: 23.48 %
five-year returns: 18.01 %
10-year returns: 10.49%
Oakmark Family of Funds - Best Equity Fund Group - Large
Oakmark Fund, OAKMX
Oakmark Global Fund, OAKGX
Oakmark Global Select Fund, OAKWX
Hotchkis & Wiley Capital Management - Best Equity Fund Group - Small
Hotchkis & Wiley Small Cap Value Fund, HWSIX
Hotchkis & Wiley Value Opportunities Fund, HWAIX
Lord Abbett - Best Fixed-Income Fund Group - Large
Lord Abbett Calibrated Dividend Growth, LAMAX
Lord Abbett Core Fixed Income, LCRYX
Guggenheim Investments - Best Fixed-Income Fund Group - Small
Guggenheim Macro Opportunities, GIOIX
Guggenheim Event Fund, RYDSX
Rydex Biotechnology Fund, RYOIX
American Funds - Best Mixed Assets Group - Large
American Funds Capital World, CWBFX
American Funds Capital Income Builder, CAIBX
American Funds High-Income, AMHIX
Thrivent Asset Management - Best Mixed Assets Group - Small
Thrivent Small Cap Stock Fund, AASMX
Thrivent Partner Small Cap Value, TPSIX
Thrivent Partner Small Cap Growth, TPGIX
- Growth or Value, Which Is Better?
- 3 Strategies to Generate Income or Alpha
- Study: Is There a Better Small-Cap Index?