March 27, 2017

Thomson Reuters Lipper Announces U.S. Fund Awards 2017 Winners

NEW YORK – Thomson Reuters Lipper announces the winners of the U.S Awards 2017. These highly-respected awards honor funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers – the merit of the winners is based on entirely objective, quantitative criteria. The awards were held Thursday March, 23rd at the Mandarin Oriental Hotel in New York City.

The full list of Group Award winners follows below:


Group Award

TIAA Investments

Best Fund Group Overall - Large

Thrivent Mutual Funds

Best Fund Group Overall - Small

Vanguard Group, Inc.

Best Equity Fund Group - Large

PRIMECAP Management Co.

Best Equity Fund Group - Small

Morgan Stanley Investment Management Inc.

Best Fixed Income Fund Group - Large

Westcore Funds

Best Fixed Income Fund Group - Small

TIAA Investments

Best Mixed Asset Group - Large

Thrivent Mutual Funds

Best Mixed Asset Group - Small


“We at Thomson Reuters Lipper would like to congratulate all of the 2017 award winners for successfully navigating the unexpected twists and turns of the 2016 capital markets.  Once again we are proud to recognize the outstanding skill and expertise put forth by these managers to deliver outperformance for their shareholders,” said Robert Jenkins, global head of Research at Thomson Reuters Lipper. 

Please click here to see the full list of 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

Lipper data covers more than 306,000 share classes and over 128,000 funds in 63 markets. The free Lipper Leader ratings are available for mutual funds registered for sale in over 42 countries.

About the Thomson Reuters Lipper Fund Awards

For more than three decades and in over 20 countries worldwide, the Thomson Reuters Lipper Fund Awards have honoured funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. For more information, please contact or visit

About Thomson Reuters

Thomson Reuters is the world’s leading source of news and information for professional markets. Our customers rely on us to deliver the intelligence, technology and expertise they need to find trusted answers. The business has operated in more than 100 countries for more than 100 years. Thomson Reuters shares are listed on the Toronto and New York Stock Exchanges (symbol: TRI). For more information, visit

Notes to Editors

Thomson Reuters Lipper Fund Awards designations do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. As a result, investors should not make an investment decision on the basis of this information. Lipper Fund Awards designations are for informational purposes only. Lipper is not responsible for the accuracy, reliability or completeness of the information obtained from Lipper. In addition, Lipper will not be liable for any loss or damage resulting from information obtained from Lipper or any of its affiliates. Past performance is not necessarily a guide to future performance and investors should remember that past performance is not a guarantee of future results.



Ilya Hemlin
PR Specialist
Tel: 646 223 5532