S&P CAPITAL IQ ANNOUNCES FINALISTS FOR ITS SECOND ANNUAL MUTUAL FUND EXCELLENCE AWARDS

S&P Capital IQ is happy to announce the Gold, Silver, and Bronze award recipients in its second annual US Mutual Fund Excellence Awards Program. The recipients were recognized as having most consistently achieved the highest overall quantitative ranking of five-star in their category based upon S&P Capital IQ's proprietary, holdings-based research. This year's results cover a 12-month period, ending August 31, 2011. For 2011, there were 11 repeat recipients, though no fund repeated in the "Gold" category. There were also 12 first-time fund family recipients.

For 2011, the recipients are:

Domestic Equity Large Cap
Dreyfus Appreciation (DGAGX)
BBH Core Select Fund (BBTEX)
Invesco Disciplined Equity (AWEIX)
Click here to read a profile of these finalists.
Domestic Equity Mid Cap
Vanguard Selected Value Fund (VASVX)
Meridian Growth Fund (MERDX)
Fidelity Low-Priced Stock Fund (FLPSX)
Click here to read a profile of these finalists.
Domestic Equity Small Cap
Homestead Small Company Fund (HSCSX)
T. Rowe Price Small Cap Stock Fund (OTCFX)
Janus Triton Fund (JATTX)
Click here to read a profile of these finalists.
Domestic Equity Multi Cap
Sequoia Fund (SEQUX)
Wasatch Heritage Growth Fund (WAHGX)
Nicholas Fund (NICSX)
Click here to read a profile of these finalists.
Global Equity
USAA World Growth Fund (USAWX)
Tweedy Browne Worldwide High Dividend Yield Value Fund (TBHDX)
Tweedy Browne Value Fund (TWEBX)
Click here to read a profile of these finalists.
International Equity
Harding Loevner International Equity Portfolio; Investor (HLMNX)
Manning & Napier International Series (EXITX)
Schwab Fundamental International Large Company Index Fund (SFNNX)
Click here to read a profile of these finalists.
Taxable Fixed Income
DWS GNMA Fund (SGINX)
USAA Short Term Bond Fund (USSBX)
TCW Core Fixed Income (TGCFX)
Click here to read a profile of these finalists.
Blended Funds of Funds
T. Rowe Price Retirement Income Fund (TRRIX)
Vanguard STAR Fund (VGSTX)
Vanguard LifeStrategy Moderate Growth Fund (VSMGX)
Blended Individual Securities
Vanguard Balanced Index Fund; Admiral (VBIAX)
Vanguard Tax-Managed Balanced Fund; Admiral (VTMFX)
Vanguard Wellington Fund (VWELX)
Click here to read a profile of these finalists.
New and Notable
T. Rowe Price US Large Cap Core (TRULX)
Manning & Napier Dividend Focus (MNDFX)
Cook & Bynum Fund (COBYX)
Click here to read a profile of these finalists.


NOTE: Funds in bold were recipients of an award in 2010, though no fund finished in the same place.

The S&P Capital IQ mutual fund research methodology is a quantitative process developed to provide a more holistic view of mutual funds by analyzing a broad range of inputs that include risk-reward profile, cost factors, manager tenure, and the quality of underlying holdings, in addition to performance. Unlike some methodologies, it is not simply a backwards look at performance and fees.

S&P Capital IQ will hold a webinar to discuss the key themes discovered while analyzing the top funds in ten key categories on Wednesday, October 19th at 4:00 pm ET. Register Here.