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February 27, 2018

Thomson Reuters Lipper announces U.S. Fund Awards 2018 Winners

NEW YORK – Thomson Reuters Lipper announces the winners of the U.S. Awards 2018. 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 full list of Group Award winners follows below:

U.S. Fund Awards 2018 winners

Winner
Group Award
TIAA Investments 
Overall – Large Company
Thrivent Mutual Funds
Overall – Small Company
Dimensional Fund Advisors, LP
Equity – Large Company 
PRIMECAP Management Company
Equity – Small Company 
Morgan Stanley Investment Management, Inc
Fixed Income – Large Company 
Ashmore Funds 
Fixed Income – Small Company 
TIAA Investments  
Mixed Assets – Large Company
Allianz Global Investors 
Mixed Assets – Small Company

“In a year of record breaking market moves, we at Thomson Reuters Lipper congratulate the 2018 Lipper Fund Award winners for distinguishing themselves above and beyond the rising market tides,” said Robert Jenkins, global head of Research at Thomson Reuters Lipper. “We also wish them continued success as they seek outperformance for their shareholders in this dynamic market environment.” 

“I congratulate all winners of the Thomson Reuters Lipper Fund Awards 2018. This recognizes fund managers who were able to generate a superior risk-adjusted performance, relative to their peers,” said Tom Roseen, head of research services at Thomson Reuters Lipper. “The influential and prestigious Thomson Reuters Lipper Awards are based on our Lipper Leaders Rating for Consistent Return. We are proud that our measurement of such an achievement enables us to grant these awards with authoritative recognition and emphasis on consistency to single funds and fund management groups.” 

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 312,000 share classes and 139,000 funds in 86 countries. The Lipper Leader ratings are available for mutual funds registered for sale in over 42 markets.

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 honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. For more information, please contact Markets.Awards@thomsonreuters.com or visit http://www.lipperfundawards.com/ 

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. For more information, visit www.thomsonreuters.com.

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.


CONTACT

Ilya Hemlin
External Communications Manager 
1 646 223 5532
Ilya.hemlin@thomsonreuters.com