UAT Mutual Funds UAT

Lipper award eligibility is based on risk-adjusted performance of US registered funds within their respective Lipper classification. Funds must have at least 36 months performance history as of the end of the respective evaluation year. Lipper fund award winners for each 3-, 5-, and 10-year period are based on all eligible share classes; the award is given to the share class with the highest Lipper Leader for Consistent Return (Effective Return) value within its eligible classification.

Excellence in Fund Management Award
Award qualifications based on risk-adjusted returns and the asset manager must have been top-rated by Lipper’s research analyst and served a minimum of five years at a fund.

Past performance does not guarantee future results.

Morningstar Awards Nominee 2013©
Morningstar, Inc. All Rights Reserved. Matt Eagan, Dan Fuss and Elaine Stokes, Loomis Sayles Bond Fund (LSBRX) nominated for 2013 Morningstar U.S. Fixed-Income Fund Manager of the Year.

Established in 1988, the Morningstar Fund Manager of the Year award recognizes portfolio managers who demonstrate excellent investment skill and the courage to differ from the consensus to benefit investors. To qualify for the award, managers’ funds must have not only posted impressive returns for the year, but the managers also must have a record of delivering outstanding long-term risk-adjusted performance and of aligning their interests with shareholders’. Nominated funds must be Morningstar Medalists—a fund that has garnered a Morningstar Analyst Rating of Gold, Silver, or Bronze. The Fund Manager of the Year award winners are chosen based on Morningstar’s proprietary research and in-depth qualitative evaluation by its fund analysts.

Past performance does not guarantee future results.