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Awards & Recognitions



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Previous Awards & Recognitions



2023.Q4

Zephyr PSN

PSN Top Guns Q4 2023

 

Muni PLUS - Manager of the Decade - Municipals Universe
Muni PLUS - Manager of the Decade - US Fixed Income Universe
Taxable Ladder PLUS - Manager of the Decade - Core Fixed Universe
Taxable Ladder PLUS - 4 Stars - Core Fixed Universe
Taxable Ladder PLUS - 5 Stars - Core Fixed Universe
Taxable Ladder PLUS - Manager of the Decade - Intermediate Core Fixed Universe
Taxable Ladder PLUS - 4 Stars - Intermediate Core Fixed Universe
Taxable Ladder PLUS - 5 Stars - Intermediate Core Fixed Universe
Taxable PLUS - Manager of the Decade - Core Fixed Universe
Taxable PLUS - 4 Stars - Core Fixed Universe
Taxable PLUS - 5 Stars - Core Fixed Universe
Taxable PLUS - Manager of the Decade - US Fixed Income Universe
3-17 Yr Ladder - 5 Stars - Municipals Universe
3-17 Yr Ladder - 6 Stars - Municipals Universe

2023.Q3

Informa Investment Solutions

PSN Top Guns Q3 2023

Taxable Ladder PLUS - 4 Stars - Core Fixed Universe
Taxable Ladder PLUS - 5 Stars - Core Fixed Universe
Taxable Ladder PLUS - 4 Stars - Intermediate Core Fixed Universe
Taxable Ladder PLUS - 4 Stars - US Fixed Income Universe
Taxable Ladder PLUS - 5 Stars - US Fixed Income Universe
Taxable PLUS - 4 Stars - Core Fixed Universe
Taxable PLUS - 5 Stars - Core Fixed Universe
Taxable PLUS - 4 Stars - Intermediate Core Fixed Universe
3-17 Yr Ladder - 5 Stars - Municipals Universe
3-17 Yr Ladder - 6 Stars - Municipals Universe

Broadridge/Lipper

Lipper Best Money Managers Q3 2023

Asset Class Quarters Ranking Product Name
U.S. Municipals (All Durations) 20 Quarters (Ranked 18 out of 261) 3-17 Year Ladder
U.S. Municipals (All Durations) 12 Quarters (Ranked 7 out of 281) Cash Management
U.S. Municipals (All Durations) 20 Quarters (Ranked 24 out of 261) Cash Management
U.S. Municipals (All Durations) 1 Quarter (Ranked 4 out of 304) Cash Management
U.S. Municipals (Duration 3+ yrs) 20 Quarters (Ranked 9 out of 34) Ladder PLUS
U.S. Municipals (Duration 3+ yrs) 40 Quarters (Ranked 10 out of 28) Ladder PLUS
U.S. Core Plus Fixed Income 20 Quarters (Ranked 14 out of 45) Taxable Ladder PLUS
U.S. Core Plus Fixed Income 12 Quarters (Ranked 14 out of 48) Taxable Ladder PLUS
U.S. Core Plus Fixed Income 4 Quarters (Ranked 16 out of 55) Taxable Ladder PLUS
U.S. Core Plus Fixed Income 1 Quarter (Ranked 13 out of 59) Taxable Ladder PLUS
U.S. Core Plus Fixed Income 12 Quarters (Ranked 15 out of 48) Taxable PLUS
U.S. Core Plus Fixed Income 4 Quarters (Ranked 19 out of 55) Taxable PLUS
U.S. Core Plus Fixed Income 1 Quarter (Ranked 14 out of 59) Taxable PLUS
U.S. Core Plus Fixed Income 40 Quarters (Ranked 10 out of 37) Taxable PLUS
U.S. Core Plus Fixed Income 20 Quarters (Ranked 13 out of 45) Taxable PLUS
2023.Q2

Informa Investment Solutions

PSN Top Guns Q2 2023

Taxable Ladder PLUS - 4 Stars - Core Fixed Universe
Taxable Ladder PLUS - 5 Stars - Core Fixed Universe
Taxable Ladder PLUS - 4 Stars - Intermediate Core Fixed Universe
Taxable Ladder PLUS - 5 Stars - US Fixed Income Universe
Taxable PLUS - 4 Stars - Core Fixed Universe
Taxable PLUS - 5 Stars - Core Fixed Universe
Taxable PLUS - 4 Stars - Intermediate Core Fixed Universe
Taxable PLUS - 5 Stars - US Fixed Income Universe
3-17 Yr Ladder - 4 Stars - Intermediate Maturity Universe
3-17 Yr Ladder - 5 Stars - Municipals Universe
3-17 Yr Ladder - 6 Stars - Municipals Universe

Broadridge/Lipper

Lipper Best Money Managers Q2 2023

Asset Class Quarter(s) Ranking Product Name
U.S. Municipals (All Durations) 20 Quarters (Ranked 18 out of 261) 3-17 Year Ladder
U.S. Municipals (All Durations) 1 Quarter (Ranked 38 out of 312) Cash Management
U.S. Municipals (All Durations) 12 Quarters (Ranked 18 out of 286) Cash Management
U.S. Municipals (Duration 3+ yrs) 20 Quarters (Ranked 9 out of 31) Ladder PLUS
U.S. Municipals (Duration 3+ yrs) 40 Quarters (Ranked 9 out of 28) Ladder PLUS
U.S. Core Plus Fixed Income 12 Quarters (Ranked 16 out of 46) Taxable Ladder PLUS
U.S. Core Plus Fixed Income 20 Quarters (Ranked 18 out of 44) Taxable Ladder PLUS
U.S. Core Plus Fixed Income 12 Quarters (Ranked 17 out of 46) Taxable PLUS
U.S. Core Plus Fixed Income 40 Quarters (Ranked 10 out of 35) Taxable PLUS
U.S. Core Plus Fixed Income 20 Quarters (Ranked 15 out of 44) Taxable PLUS
2023.Q1

Informa Investment Solutions

PSN Top Guns Q1 2023

Taxable PLUS - 6 Stars - Core Fixed Universe
3-17 Yr Ladder - 5 Stars - Municipals Universe
3-17 Yr Ladder - 6 Stars - Municipals Universe

Broadridge/Lipper

Lipper Best Money Managers Q1 2023

Asset Class Quarter(s) Ranking Product Name
U.S. Municipals (All Durations) 20 Quarters (Ranked 16 out of 271) 3-17 Year Ladder
U.S. Municipals (All Durations) 4 Quarters (Ranked 16 out of 321) Cash Management
U.S. Municipals (All Durations) 4 Quarters (Ranked 28 out of 321) Ladder PLUS
U.S. Municipals (Duration 3+ yrs) 4 Quarters (Ranked 8 out of 39) Ladder PLUS
U.S. Municipals (Duration 3+ yrs) 20 Quarters (Ranked 4 out of 31) Ladder PLUS
U.S. Municipals (Duration 3+ yrs) 12 Quarters (Ranked 9 out of 34) Ladder PLUS
U.S. Municipals (Duration 3+ yrs) 40 Quarters (Ranked 10 out of 28) Ladder PLUS
U.S. Municipals (Duration 3+ yrs) 12 Quarters (Ranked 8 out of 34) Muni PLUS
U.S. Core Plus Fixed Income 4 Quarters (Ranked 17 out of 56) Taxable Ladder PLUS
U.S. Core Plus Fixed Income 20 Quarters (Ranked 16 out of 47) Taxable Ladder PLUS
U.S. Core Plus Fixed Income 20 Quarters (Ranked 13 out of 47) Taxable PLUS
U.S. Core Plus Fixed Income 4 Quarters (Ranked 19 out of 56) Taxable PLUS


Lipper Criteria, PSN Criteria