March 10, 2020

Excellence in the U.S. Fund Industry

by Refinitiv.

Refinitiv Lipper Fund Award Winners – United States 2020

The Refinitiv Lipper Fund Award Winners have been announced in the United States.  The legacy, reputation and quantitative underpinning of what these awards encapsulate reflect a truly independent and uncompromised assessment of fund performance. We congratulate this year’s six fund families receiving Asset Class Group awards for their superior firm-wide performance.

  • The merit of the winners is based entirely on quantitative criteria.
  • For more than 30 years and in over 17 countries worldwide, these awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance and focuses the investment world on top-funds.
  • Read why winners value receiving a Refinitiv Lipper Fund Award

2020 U.S. Refinitiv Lipper Fund Awards Winners

Individual classifications of three, five, and ten-year periods, as well as fund families with high average scores for the three-year period are also recognized.  The awards are based on Lipper’s proven proprietary methodology, which can be viewed here.

Exclusive Media Sponsor Coverage, Investment News

Read the initial editorial article on how ESG is the big winner from InvestmentNews, our exclusive media sponsor of the 2020 US Refinitiv Lipper Fund Awards.

View the full list of winners here and read Reuters coverage on how Lipper Award-winning fund managers are playing coronavirus scare.

A Message from Refinitiv Lipper

“In a year of dramatic change across the global economy, climate & the environment and political cultures, it has never been more important to have your investments entrusted with talented and experienced professionals. The Refinitiv Lipper Fund Awards recognize those exceptional managers and fund management groups who navigate these changes and steer your assets into outperforming returns,” said Robert Jenkins, Head of Lipper Research at Refinitiv.

© Matt Greenslade

Lipper data covers more than 330,000 share classes in 86 countries. The Lipper Leader ratings are available for mutual funds registered for sale in 47 markets with over 500 fund classifications.

© Matt Greenslade
© Matt Greenslade

Messages from Winners

See what top-ranked institutions are saying about the 2020 US Refinitiv Lipper Fund Awards:

“Congratulations to all of the winners of the Lipper Fund Awards USA. We are proud to be among those receiving this honor that recognizes outstanding fund performance. At Hartford Funds, we are guided by the saying, ‘Our benchmark is the investor®’, and these awards are recognition of our goal to deliver outstanding results for our clients.”

James Davey, President, Hartford Funds

“This award recognizes the industry-leading outcomes achieved by the MassMutual Select Overseas Fund. It is a testament to our unique, complementary pairing of active managers across asset classes and investment styles, which aim to create more durable and persistent investment results for our fund complex. This philosophy allows our clients to stay invested through market cycles, minimizing behavioral biases and enhance their ability to secure strong financial futures.”

Douglas Steele, Head of Investment Management, MassMutual

“We are honored to accept the 2020 Lipper Fund Award for the Institutional share class (BUIGX) of the Cboe Vest S&P 500 Buffer Strategy Fund, for Best Fund Over Past 3 Years, Options Arbitrage/Option Strategies Funds Classification, in recognition of its strong risk-adjusted performance relative to its peers. The award is a testament to the Fund’s innovative methodology and the expertise of the portfolio team managing it.”

Steven Neamtz, President, Cboe Vest

“We believe the Fixed Income Asset Class Group Award for our Diamond Hill High Yield, Corporate Credit, Core Bond and Short Duration Total Return Funds recognizes the strength of our portfolio managers and team of career analysts, our disciplined approach to identifying long-term value, and our commitment to client alignment. Winning this award is confirmation that our repeatable approach to identifying inefficiencies in the credit market to create long-term value can lead to exceptional outcomes for clients.”

Jo Ann Quinif, Chief Client Officer, Diamond Hill Capital Management, Inc.

“We at Astor are very proud to win this prestigious award, it means so much to our firm as we have always had respect for Lipper and all of our industry colleagues who receive this honor. It is so valuable to get industry recognition amongst our peers for our process that has been our life’s work.  Receiving this honor at such a time in our firm’s evolution, further supports our company wide initiatives. This recognition will go a long away in enhancing our visibility and reputation that will only further our success.”

Rob Stein, CEO + Founder, Astor IM

“We are thrilled to be recognized for category-leading consistent performance the fund has provided our clients over the last decade.  The Refinitiv Lipper Fund Award is a welcome affirmation of our investment team’s tireless effort to deliver alpha for investors.”

Tom Bohjalian, Head of U.S. Real Estate, Cohen & Steers Real Estate Securities Fund

“The reason Fidelity exists hasn’t changed since our founding in 1946: To strengthen and secure our clients’ financial well-being. Delivering strong, consistent long-term performance for our fund shareholders is core to that mission and we’re honored that the commitment and hard work of our investment professionals have been recognized by Lipper.”

Bart Grenier, Head of Asset Management, Fidelity Investments

“We are pleased to have four funds recognized by Refinitiv Lipper this year.  The rigor of Refinitiv Lipper’s quantitative methodology means that these awards are objective recognition of the performance of our funds and their long-term value to shareholders.”

Frank Waltman, Executive Vice President, Product management, Virtus Investment Partners

“Transamerica is proud and honored to receive these Refinitiv Lipper awards.  We always aim to provide our fund shareholders with strong, long-term, investment performance at appropriate levels of risk through our best-in-class manager selection process, and we are thrilled that Refinitiv Lipper has recognized our efforts and results.”

Tom Wald, Chief Investment Officer, Transamerica Asset Management, Inc.

Disclaimer:
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

For further information on the Refinitiv Lipper Fund Awards visit lipperfundawards.com.

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