2026 Shortlist
The shortlist for the Mutual Fund & ETF Awards 2026 has now been released.
As ever, the caliber of entries was of an incredibly high standard, and we would like to congratulate everyone who made the shortlist.
This year's winners will be announced during a night of celebration and recognition on February 11 at the Metropolitan Club, New York.
Active Equities Mutual Fund of the Year
AlphaCentric Robotics & Automation Fund (GNXIX)
AlphaCentric Funds
Alger Focus Equity Fund (ALGRX)
Fred Alger Management
Brandes International Equity Fund (BIIEX)
Brandes Investment Partners
Federated Hermes MDT Mid Cap Growth Fund (FGSAX)
Federated Hermes
Active ETF of the Year
Avantis International Small Cap Value ETF (AVDV)
Avantis Investors by American Century Investments
Alger 35 ETF (ATFV)
Fred Alger Management
Simplify Managed Futures Strategy ETF (CTA)
Simplify Asset Management
Federated Hermes MDT Large Cap Growth ETF (FLCG)
Federated Hermes
Zacks Small/Mid Cap ETF (SMIZ)
Zacks Investment Management
Active Fixed Income Mutual Fund of the Year
John Hancock Short Duration Municipal Opportunities Fund (JHSKX)
Manulife John Hancock Investments
North Square Strategic Income Fund (ADVNX)
North Square Investments
American Beacon Developing World Income Fund (AGEIX)
American Beacon Advisors
Eaton Vance Global Macro Absolute Return Advantage Fund (ERGIX)
Eaton Vance
Alternative ETF of the Year
Amplify Junior Silver Miners ETF (SILJ)
Amplify ETFs
Strategy Shares Gold Enhanced Yield ETF (GOLY)
Strategy Shares ETFs
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN)
WisdomTree
Amplify Blockchain Technology ETF (BLOK)
Amplify ETFs
Alternative mutual fund of the year
AQR Managed Futures Strategy Fund (AQMIX)
AQR Capital Management
Boston Partners Long/Short Equity Fund (BPLSX)
Boston Partners
AQR Equity Market Neutral Fund (QMNRX)
AQR Capital Management
BlackRock Global Equity Market Neutral Fund (BDMIX)
BlackRock
Asset Manager Podcast of the Year
The Next Big Thing
WisdomTree
Trends with Benefits
VanEck
Insights Now
JPMorgan Asset Management
Content Marketing Strategy of the Year
JPMorgan Asset Management
Manulife John Hancock Investments
Tidal Investments
VanEck
Best Back/Middle Office Tech Provider
FundCount
OpEff Technologies
Best Data Management Solution- Back/Middle Office
Allvue Systems
Canoe Intelligence
Ryan Business and Technology Solutions
Ultimus Fund Solutions
Best Data Provider
Convergence
dxFeed
Ultimus Fund Solutions
Wall Street Horizon
Best Risk Management Solution
Broadridge Financial Solutions
Everysk
Vigilant Compliance
ETF Innovation of the Year
Westwood Salient Enhanced Midstream Income ETF (MDST)
Westwood Holdings Group
Brookmont Catastrophic Bond ETF (ILS)
Brookmont Capital Management
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF)
BondBloxx ETF
Global X Artificial Intelligence & Technology ETF (AIQ)
Global X ETFs
ETF Provider of the Year
JPMorgan Asset Management
Amplify ETFs
First Trust Advisors
VanEck
ETF Suite of the Year
Russell Investments ETFs
Russell Investments
F/m U.S. Benchmark Series
F/m Investments
JPMAM active fixed income ETFs
JPMorgan Asset Management
GraniteShares’ YieldBOOST suite
GraniteShares ETFs
ETF of the Year
REX FANG & Innovation Equity Premium Income ETF (FEPI)
REX Shares
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)
JPMorgan Asset Management
Columbia Research Enhanced Core ETF (RECS)
Columbia Threadneedle Investments
Harbor Commodity All-Weather Strategy ETF (HGER)
Harbor Capital Advisors
Fixed Income ETF of the Year
FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR)
FolioBeyond
F/m US Treasury 3 Month Bill ETF (TBIL)
F/m Investments
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF)
BondBloxx ETF
JPMorgan Income ETF (JPIE)
JPMorgan Asset Management
Fund Innovation of the Year
The LionShares U.S. Equity Total Return ETF
LionShares
The F/m Compoundr Series (CPAG and CPHY)
F/m Investments
Calamos Autocallable Income ETF
Calamos Investments
Index Provider of the Year
MarketVector Indexes
MarketVector Indexes
Nasdaq
Nasdaq
Research Affiliates
Research Affiliates
Quantix Commodities
Harbor Capital Advisors
Independent Counsel of the Year
Anne Choe
Simpson Thacher & Bartlett
Bruce Leto
Stradley Ronon Stevens & Young
Multi-asset mutual fund of the year
Abraham Trading's Fortress Fund (FORKX)
Abraham Trading Company
Thornburg Investment Income Builder Fund (TIBIX)
Thornburg Investment Management
Kensington Dynamic Allocation (KAGIX)
Kensington Capital Advisors
Potomac Defensive Bull Fund (CRDBX)
Potomac Fund Management
Newcomer Active ETF of the Year
Calamos Autocallable Income ETF (CAIE)
Calamos Investments
Nicholas Crypto Income ETF (BLOX )
Nicholas Investment Partners
GraniteShares YieldBOOST TSLA ETF (TSYY)
GraniteShares ETFs
Oakmark US Large Cap ETF (OAKM)
Natixis Investment Managers
Newcomer ETF Firm of the Year
Thornburg Investment Management
Russell investments
WEBs Investments
VistaShares ETFs
Newcomer ETF of the Year
Zacks Quality International ETF (QUIZ)
Zacks Investment Research
Thornburg International Equity ETF (TXUE)
Thornburg Investment Management
JHancock Global Senior Loan ETF (JHLN)
Manulife John Hancock Investments
Teucrium 2x Long Daily XRP ETF (XXRP)
Teucruim Investment Advisors
Newcomer Fixed Income ETF of the Year
Aptus Deferred Income ETF (DEFR)
Aptus Capital Advisors
BondBloxx Private Credit CLO ETF (PCMM)
BondBloxx ETF
JPMorgan Active High Yield ETF (JPHY)
JPMorgan Asset Management
Simplify Currency Strategy ETF (FOXY)
Simplify Asset Management
Newcomer Thematic ETF of the Year
VistaShares Artificial Intelligence Supercycle ETF (AIS)
VistaShares
KraneShares Humanoid & Embodied Intelligence ETF (KOID)
KraneShares
Sprott Silver Miners & Physical Silver ETF (SLVR)
Sprott
PLUS Korea Defense Industry Index ETF (KDEF)
Exchange Traded Concepts
PR Campaign of the Year
Craft & Capital/BondBloxx
Craft & Capital
Keramas/Calamos
Keramas
Gregory/REX Shares
Gregory
Thornburg Investment Management
Thornburg Investment Management
Lyceus Group/F/m Investments
Lyceus Group
Sondhelm Partners/KraneShares
Sondhelm Partners
Praxis Investment Management
Lowe Group
Sales Success of the Year - ETFs
Global X Artificial Intelligence & Technology ETF (AIQ)
Global X ETFs
Amplify CWP Growth & Income ETF (QDVO)
Amplify ETFs
Janus Henderson AAA CLO ETF (JAAA)
Janus Henderson
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)
JPMorgan Asset Management
Social Media Leader of the Year
Nuveen
VanEck
Technology Innovation Award
Everysk
FundGuard
Nottingham Shareholder Services/ETF Lighthouse
Ultimus Fund Solutions
Thematic ETF of the Year
Procure Space ETF (UFO)
Procure AM
VanEck Rare Earth and Strategic Metals ETF (REMX)
VanEck
Unusual Whales Subversive Democratic Trading ETF (NANC)
Tidal Investments
KraneShares Artificial Intelligence & Technology ETF (AGIX)
KraneShares
The Rising Stars of 2026
Michael Schapiro
Stradley Ronon Stevens & Young
Matthew Barsamian
Dechert
Debra Wong Sutter
Simpson Thacher & Bartlett
Philip Smith
Morgan Lewis
Winners for the Lifetime Achievement Award and Hall of Fame Award will be announced on the night of the event