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

REX Shares

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

Keramas
LionShares
Lyceus Group

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