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Rating:Cap Group, Fidelity, and Pimco Break Out the Champagne Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, April 01, 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 

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