Standard & Poor
's on Monday named the 29 finalists for its U.S. Mutual Fund Excellence Awards Program. The funds were selected for most consistently achieving the highest overall quantitative ranking in their category using S&P's research for the year ended Aug. 31.
The finalists are:
Domestic Equity Large Cap
: Becker Value Equity Fund (BVEFX); Dreyfus Appreciation Fund (DGAGX); Jensen Portfolio; J (JENSX); Global Equity
: American Century Global Growth Fund; Investor (TWGGX); Oakmark Global Fund; I (OAKGX); Tweedy Browne Value Fund (TWEBX); Blended Individual Securities
: Mairs & Power Balanced Fund (MAPOX); Vanguard Balanced Index Fund; Investor (VBINX); Vanguard Tax-Managed Balanced Fund; Investor (VTMFX); International Equity
: Dodge & Cox International Stock Fund (DODFX); Oakmark International Fund; I (OAKIX); Scout International Fund (UMBWX).
Also named were American Century Government Bond Fund; Investor (CPTNX); T. Rowe Price New Income Fund (PRCIX) for the Taxable Fixed Income
category; Janus Triton Fund; T (JATTX); T. Rowe Price Diversified Small-Cap Growth Fund (PRDSX); T. Rowe Price Small-Cap Stock Fund (OTCFX) for the Domestic Equity Small Cap
category; Dodge & Cox Global Fund (DODWX); Northern Global Sustainability Index Fund (NSRIX); T. Rowe Price U.S. Large-Cap Core (TRULX) as New and Notable"
In addition, Fidelity Low-Priced Stock Fund (FLPSX); Meridian Growth Fund (MERDX); Vanguard Selected Value Fund; Investor (VASVX) are all up for Domestic Equity Mid Cap
awards; Auxier Focus Fund; Investor (AUXFX); Mairs & Power Growth Fund (MPGFX); Nicholas Fund (NICSX) for the Domestic Equity Multi Cap
category; and T. Rowe Price Retirement Income Fund (TRRIX); Vanguard LifeStrategy Conservative Growth Fund; and Investor (VSCGX); Vanguard STAR Fund; Investor (VGSTX)were also named as Blended Funds of Funds
"The application of our methodology has produced some surprising results " stated Todd Rosenbluth, mutual fund analyst at S&P.
"In the final analysis, a number of major fund families are well represented here, but there are also some funds from groups that are less well known."
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