Lipper Fund Awards

The Lipper Fund Awards

In calculating the awards, Lipper considered all open-end funds registered for sale in the United States in qualifying classifications with at least 36 months of performance history as of the end of the calendar year. Awards were given to funds with a 3-, 5- and 10-year history as at the end of the evaluation year in equity, bond and mixed-asset Lipper U.S. Classifications with at least ten distinct portfolios. Both group and fund awards were calculated using Lipper’s Consistent Return score.

The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world’s top funds, fund management firms, sell-side firms, research analysts, and investor relations teams. The Thomson Reuters Awards for Excellence also include the Extel Survey Awards, the StarMine Analyst Awards, and the StarMine Broker Rankings. For more information, please contact markets.awards@thomsonreuters.com or visit excellence.thomsonreuters.com.

No fee is paid to participate in the selection and the award is not indicative of future performance.