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Rating:Vanguard and Franklin Win Gold STARs Not Rated 5.0 Email Routing List Email & Route  Print Print
Monday, October 25, 2010

Vanguard and Franklin Win Gold STARs

Reported by Neil Anderson, Managing Editor

Franklin Templeton [see profile] and Vanguard [see profile] were two big winners last week at the 14th annual STAR Awards. On Thursday the Mutual Fund Education Alliance honored the 2010 winners of the mutual fund marketing and communications awards at a celebration at the Mid-America Club in Chicago.

In the retail mutual fund market, Vanguard won among large fund companies (those with at least $35 billion in assets). Matthews Asia Funds [see profile] and U.S. Global Investors [see profile] won in the medium ($5 billion to $35 billion) and small (up to $5 billion) fund firm categories.

Franklin took the top honors in the advisor market, with RidgeWorth [see profile] and Heartland see profile] winning in the mid and small categories.

The MFEA also honored fund firms working with 401(k) participants (see our sister publication, The 401kWire, 10/25/2010.)

Vanguard took home the most STAR awards, nine in total, while Franklin and U.S. Global Investors each won seven stars. Other winners included:

  • Fidelity [see profile], the Royce Funds [see profile] and TIAA-CREF [see profile] (five each);

  • Heartland, Matthews, Ridgeworth and T. Rowe Price [see profile] (four each);

  • Aberdeen [see profile], Ariel [see profile, Hennessy [see profile], Putnam [see profile] and Transamerica[see profile] (three each);

  • BlackRock [see profile], Janus [see profile], RS Investments [see profile], Saturna Capital [see profile] andWestcore [see profile] (two each);

  • and American Century [see profile], Artio Global Investors [see profile], Calvert [see profile], Columbia [see profile], Forward [see profile], ICMA-RC [see profile], John Hancock [see profile], New York Life [see profile], Nuveen [see profile], Parnassus [see profile], Principal [see profile], Rydex|SGI [see profile] and Schwab [see profile]. 

    Correction: A previous version of this story listed the wrong number of awards won by Aberdeen. Aberdeen won three Star awards from the MFEA.

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