Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Cap Group, Fidelity, and Pimco Break Out the Champagne Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, April 1, 2015

Cap Group, Fidelity, and Pimco Break Out the Champagne

Reported by Neil Anderson, Managing Editor

Capital Group's American Funds may have been the biggest mutual fund winner in New York City last night.

At Thomson Reuters' Lipper's U.S. Fund Awards 2015 dinner at the Mandarin Oriental near Columbus Circle, Cap Group's mutual funds took home 19 individual awards, more than any other mutual fund shop. And the Los Angeles-based advisor-sold mutual fund titan was also recognized as the "Best Mixed Assets Group - Large", one of only seven group awards of the night.

About 350 fundsters turned up for the classy dinner and awards show, complete with open bar and a beautiful view of Central Park. The reception, dinner, and awards ceremony was preceded by the afternoon Lipper Alpha Forum, also at the Mandarin Oriental.

Fidelity's funds won 18 individual awards, the second-biggest talley, and post-Gross Pimco ranked third with 15 fund wins. TIAA-CREF won the "best fund group overall - large" award, and though its funds didn't land any individual awards, its new Nuveen subsidiary won 10 individual awards.

Other group winners included:

  • MassMutual Retirement Services won "best fund group overall - small";

  • Harris Associates' Oakmark funds won "best equity fund group - large", and also won an individual fund award;

  • Hotchkis & Wiley Capital Management won "best equity fund group - small", and also won six individual fund awards;

  • Lord Abbett won "best fixed income fund group - large", and also won three individual fund awards;

  • Guggenheim won "best fixed income fund group - small", and also won two individual fund awards (including one under its Rydex brand); and

  • Thrivent won "best mixed assets group - small".

    You can see the full list of individual fund winners here. Here's a tally of different fund firms' individual fund awards:

  • AB, 2;

  • Allianz Global Investors, 4;

  • Altegris, 1;

  • America First, 2;

  • American Century, 5;

  • Aquila, 1;

  • Artisan Partners, 2;

  • Aston, 1;

  • Baron, 1;

  • BlackRock, 6;

  • BMO, 1;

  • BNY Mellon's Dreyfus, 1;

  • Boston Partners, 1;

  • Calvert, 1;

  • Canaval Hill, 3;

  • Capital Group's American Funds, 19;

  • Capstone, 1;

  • Charles Schwab, 2;

  • Columbia, 5;

  • Delaware, 5;

  • Deutsche, 2;

  • DFA, 5;

  • Dodge & Cox, 3;

  • Driehaus, 1;

  • Dupree, 1;

  • Eaton Vance, 8;

  • Federated, 1;

  • Fidelity, 18;

  • First Eagle, 2;

  • Franklin Templeton, 6;

  • Gamco, 2;

  • Gateway, 1;

  • Glenmede, 1;

  • GMO, 5;

  • Goldman Sachs, 1;

  • Guggenheim and Rydex, 2;

  • GW, 4;

  • GuideStone, 2;

  • Harbor, 3;

  • Harding Loevner, 1;

  • Hartford, 2;

  • Hennessy, 1;

  • Highland, 2;

  • Hood River, 1;

  • Hotchkis & Wiley, 6;

  • Invesco, 3;

  • J.P. Morgan, 1;

  • Janus, 2;

  • JO Hambro, 1;

  • John Hancock, 3;

  • Killen, 1;

  • Kinetics, 1;

  • Lazard, 2;

  • Legg Mason, 2;

  • Leuthold Weeden, 1;

  • Loomis Sayles, 4;

  • Lord Abbett, 3;

  • New York Life's MainStay, 3;

  • Matthews Asia, 1;

  • MetWest and TCW, 7;

  • MFS, 6;

  • Mirae, 1;

  • Morgan Stanley, 3;

  • Nashville, 1;

  • Nicholas, 1;

  • TIAA-CREF's Nuveen, 10;

  • Harris' Oakmark, 1;

  • Oberweis, 3;

  • OppenheimerFunds, 9;

  • Parnassus, 1;

  • Pear Tree, 1;

  • Pimco, 15;

  • PNC, 2;

  • Polaris, 2;

  • PRIMECAP, 2;

  • Principal, 1;

  • ProFunds, 2;

  • Prudential, 3;

  • Putnam, 6;

  • RE Advisers, 1;

  • RidgeWorth, 1;

  • RiverNorth, 1;

  • SEI, 1;

  • Shelton, 3;

  • Smead, 1;

  • T. Rowe Price, 13;

  • Third Avenue, 1;

  • Thompson Investment Management, 1;

  • Thornburg, 2;

  • Tocqueville, 1;

  • USAA, 3;

  • Van Eck, 3;

  • Vanguard, 8;

  • Viking, 2;

  • Waddell & Reed and Ivy, 5;

  • Wells Fargo, 8; and

  • William Blair, 1 

    Stay ahead of the news ... Sign up for our email alerts now
    CLICK HERE

  • 0.0
     Do You Recommend This Story?



    GO TO: MFWire
    Return to Top
     News Archives
    2025: Q3Q2Q1
    2024: Q4Q3Q2Q1
    2023: Q4Q3Q2Q1
    2022: Q4Q3Q2Q1
    2021: Q4Q3Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly


    1. MFDF webinar - Use of Derivatives by RICs, July 29
    2. MMI webinar - Active ETFs: How to Achieve Escape Velocity In a Crowded Market, July 29
    3. IMEA webinar - Catch the AI Wave: A Practical Guide to Moving From Experimentation to Impact, August 4
    4. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
    5. Samfund Soiree Boston 2025, August 21
    6. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
    7. ICI ETF Conference, Sep 8-10
    8. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
    9. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
    10. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
    11. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
    12. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
    13. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
    14. IMEA Portfolio Construction Roundtable, September 24
    15. Expect Miracles Atlantic Coast Classic 2025, September 29
    16. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
    17. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
    18. 10th annual Fuse Forum, October 8
    19. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
    20. 2025 MMI Annual Conference, Oct 15-17
    21. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
    22. MFDF In Focus webinar - Audit Committee Chair, November 5
    23. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
    24. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
    25. MFDF 2026 Directors' Institute, January 26 - 28, 2026
    26. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




    ©All rights reserved to InvestmentWires, Inc. 1997-2025
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use