The Best Fund Families of 2015 - The Wall Street Journal

The Best Fund Families of 2015

Small, family-owned Sit Investment Associates topped this year's ranking, thanks to a strong showing in its growth-stock picking. The volatile market took its toll: None of last year's top 10 made this year's top 10.

Rank Family

Total Assets (bil)*

Weighted Score

U.S. Equity

FUND RANKING World Mixed Taxable Exempt Equity Equity Bond Bond

1. SIT Investment Associates

$2.3 77.14 9

2. Eaton Vance Management

63.1 74.42 1

3. Thrivent Financial for Lutherans

15.9 72.93 6

4. T. Rowe Price Associates

535.2 67.97 5

5. MFS Investment Management

187.6 67.68 7

6. Hartford Funds

64.7 67.45 4

7. Transamerica Asset Management 38.4 64.94 10

8. TIAA-CREF

109.1 64.66 29

9. Vanguard Group

2,419.6 63.97 12

10. Charles Schwab Invst Management 81.3 62.98 20

11. AllianceBernstein

54.0 62.79 13

12. PNC Funds

3.3 62.49 2

13. American Funds

1,232.3 62.21 26

14. Nationwide Fund Advisors

19.3 62.03 11

15. Thornburg Invst Management

48.1 61.96 55

16. Fidelity Mgmt & Research

1,235.5 61.84 30

17. Brown Advisory Funds

5.8 60.75 16

18. BlackRock

799.4 60.20 28

19. JPMorgan

298.5 59.89 34

20. Madison Asset Management

0.8 59.40 3

21. Columbia Threadneedle Invsts

136.6 58.74 15

22. Dimensional Fund Advisors

248.7 57.75 43

23. John Hancock Group

170.8 57.06 24

24. American Century Invst Mgmt

110.1 56.72 33

25. Victory Capital Management

17.0 55.87 44

26. SEI Group

80.5 55.79 21

27. Foresters Investment Management 8.7 55.71 31

28. State Street Bank & Trust

85.0 55.22 14

29. Frost Investment Advisors

3.3 54.43 18

30. BNY Mellon / Dreyfus

61.3 54.33 35

31. Delaware Management

41.2 54.29 17

32. Prudential Investments

62.9 54.14 52

33. Principal Management

139.8 54.12 32

34. Oppenheimer Funds

180.4 53.71 42

13 1 39 3

4 21 42 5 12 20 21 19 20 18 41 4 59 15 49 9 18 37 37 7 28 13 33 42

12 14 6

7 62 34 12 22 26 64 16 61 11 48 41 35 27 15 40 38 38 43 28

9 46 54 17

8 43 45 22 53 25 11 31 47 30 16 29

10 12 41 9 19 31 36 42 37 16 45 13 46 1 12 48 11 20 14 27 15 43 65 38 24 32

6 60 34 10 43 44

5 66 27 30 13 45 52 54 39 18

27 20 62 29 33

7 17 42 35 30 49 55 14 53 65 31 24 50 25 17 39 40 5 47 23

*Total assets reflect funds included in the survey. **No 800 number, available only through advisors.

Phone

800-332-5580 800-262-1122 800-225-5225 800-638-5660 800-225-2606 888-843-7824 800-851-9777 800-223-1200 800-662-7447 800-435-4000 800-221-5672 800-551-2145 800-421-0180 800-848-0920 800-847-0200 800-544-8544 800-540-6807 800-474-2737 800-480-4111 800-798-5500 800-345-6611 ** 800-225-5291 800-345-2021 800-539-3863 800-342-5734 800-423-4026 800-997-7327 877-713-7678 800-645-6561 800-523-1918 800-225-1852 800-222-5852 800-225-5677

Rank Family

Total Assets (bil)*

35. Pioneer Invst Management

32.9

36. Northern Trust Investments

37.3

37. MainStay Funds

60.8

38. Nuveen Fund Advisors

46.1

39. Guggenheim Investments

37.7

40. Invesco

210.8

41. UBS Asset Management

12.2

42. Legg Mason

103.1

43. Federated Investors

56.4

44. Russell Investment Group

37.7

45. First Trust Advisors

13.1

46. Wells Fargo Funds Management 101.6

47. Waddell & Reed Invst Management 22.5

48. GE Asset Management

16.7

49. Neuberger Berman Management 31.4

50. Calvert Investments

8.9

51. State Farm Investment Management 17.0

52. Goldman Sachs / GSAM

86.0

53. RidgeWorth Funds

14.5

54. Deutsche Asset & Wealth Mgmt

31.5

55. Lord Abbett

103.5

56. USAA Asset Management

51.8

57. Franklin Templeton

344.9

58. Ivy Investment Management

42.3

59. Schroder Invst Mgmt N. America

3.0

60. Affiliated Managers Group

71.9

61. Virtus Investment Partners

25.6

62. PIMCO

289.2

63. BMO Asset Management

8.9

64. Putnam Investment Management 59.9

65. AssetMark

2.6

66. Natixis Global Asset Management 144.2

67. Manning & Napier Advisors

11.7

Weighted Score

U.S. Equity

FUND RANKING World Mixed Taxable Exempt Equity Equity Bond Bond

53.60 39 31 34 32 2

53.24 23 36 56 23 29

52.03 46 29 52 16 3

52.02 49

5 24 58 19

51.73 50 51 33 3 59

51.66 19 65 48 25 4

51.43 45 62 14 35 11

50.45 57 23 32 9 56

50.21 8 56 55 48 58

50.19 41 30 59 18 22

49.81 47 46 61 4 15

49.56 48 25 49 22 40

49.40 36 26 39 49 55

48.30 59 32 8 28 41

47.70 25 19 60 54 47

47.24 51 44 35 26 50

46.37 65 40 44 1 26

45.53 58

6 45 44 37

45.06 62

2 23 51 51

44.64 22 55 53 59 46

43.88 40 57 67 21 21

43.37 37 17 57 63 34

41.39 38 52 66 38 57

40.29 54 10 50 61 53

39.69 27 24 64 66 64

39.25 60 50 10 62 8

39.09 56

3 63 56 63

38.07 66 63 54 8 6

35.03 53 58 51 60 36

33.15 64 27 36 64 52

27.26 67 67 47 33 61

22.78 61 60 58 67 28

19.97 63 66 65 57 66

Phone

800-225-6292 800-595-9111 800-624-6782 800-257-8787 800-888-2461 800-983-0903 888-793-8637 800-822-5544 800-245-5051 800-787-7354 800-621-1675 800-222-8222 888-923-3355 800-242-0134 800-877-9700 800-368-2745 800-447-4930 800-621-2550 888-784-3863 800-728-3337 888-522-2388 800-531-8722 800-342-5236 800-777-6472 800-464-3108 800-548-4539 800-243-4361 888-877-4626 800-553-0332 800-225-1581 888-278-5809 800-625-6275 800-466-3863

U.S. Equity

World Equity

Mixed-Asset

Taxable Bond

Tax-Exempt Bond

Pimco's equity funds ranked fourth last year; Thornburg qualified for the first time in 2015 Another strong showing by T. Rowe Price The funds that topped the Taxable Bond Transamerica's strong showing helped

Manning & Napier remains near bottom. and tops the World Equity list.

and Thornburg.

category all have fairly different approaches. propel it to No. 7 overall.

Rank Best

Score Rank Best

Score Rank Best

Score Rank Best

Score Rank Best

Score

1. Eaton Vance Management 35.42 1. Thornburg Investment Mgmt 16.11 1. SIT Investment Associates 17.49 1. State Farm Investment Mgmt 20.25 1. Transamerica Asset Mgmt

3.59

2. PNC Funds

34.67 2. RidgeWorth Funds

14.74 2. Thornburg Investment Mgmt 17.14 2. Dimensional Fund Advisors 19.91 2. Pioneer Investment Mgmt 3.37

3. Madison Asset Management 33.49 3. Virtus Investment Partners 14.70 3. Eaton Vance Management 16.97 3. Guggenheim Investments 17.88 3. MainStay Funds

3.13

4. Hartford

31.41 4. Thrivent Fincl for Lutherans 14.50 4. TIAA-CREF

16.31 4. First Trust Advisors

17.74 4. Invesco

3.12

5. T. Rowe Price Associates

31.17 5. Nuveen Fund Advisors

14.08 5. T. Rowe Price Associates

15.78 5. Brown Advisory Funds

17.47 5. Principal Management

3.09

Rank Worst

Score

63. Manning & Napier Advisors 9.15

64. Putnam Investment Mgmt 8.86

65. State Farm Investment Mgmt 8.57

66. PIMCO

8.47

67. AssetMark

6.91

Rank Worst

Score

63. PIMCO

4.45

64. Madison Asset Management 4.28

65. Invesco

3.91

66. Manning & Napier Advisors 1.53

67. AssetMark

1.40

Rank Worst

Score

63. Virtus Investment Partners 3.37

64. Schroder Invst Mgmt N. Amer 3.04

65. Manning & Napier Advisors 1.93

66. Franklin Templeton

1.73

67. Lord Abbett

1.68

Rank Worst

Score

63. USAA Asset Management

4.64

64. Putnam Investment Mgmt 4.49

65. PNC Funds

3.14

66. Schroder Invst Mgmt N. Amer 1.91

67. Natixis Global Asset Mgmt 1.87

Rank Worst

Score

63. Virtus Investment Partners 0.54

64. Schroder Invst Mgmt N.Amer 0.43

65. Frost Investment Advisors

0.29

66. Brown Advisory Funds

0.14

66. Manning & Napier Advisors 0.14

Source: Lipper

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