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Top Performing Managers

Top-performing money managers: Q1 2014

Small-cap stocks and high-yield debt remain at the top another quarter.

Published: May 12, 2014

Top-performing money managers: Q4 2013

In fixed income, ultrashort claims top 2 spots, but high yield maintains domination. Meanwhile in equities, small-cap growth strategies continue to expand reach in top 10.

Published: February 17, 2014

Top-performing money managers: Q3 2013

In equities, small caps dominated, and in bonds high yield again took top honors.

Published: November 11, 2013

Top-performing money managers: Q2 2013

In equities, small caps dominated, and in bonds high yield again took top honors.

Published: August 19, 2013

Top-performing money managers: Q1 2013

In equities, energy strategies give some firms the edge in quarter marked by major theme shift. In fixed income, high-yield bonds still dominate, but sector loses some ground in current quarter.

Published: May 13, 2013

Top-performing money managers: Q4 2012

Value stocks and high yield bonds dominated their respective asset classes at the end of 2012.

Published: February 18, 2013

Top-performing money managers: Q3 2012

Small caps back to dominate the 1-year performance as investors feel confidence returning, while high-yield bonds return to forefront.

Published: November 12, 2012

Top-performing money managers: Q2 2012

All of the data for Pensions & Investments' quarterly “Top Performing Managers” report are provided from Morningstar Inc.'s global separate account/collective investment trust database. For information on the database, please contact separateaccounts@morningstar.com or call 312-384-4087.

Published: August 20, 2012

Top-performing money managers: Q1 2012

Large-cap growth strategies dominated the top 10 overall equity rankings in the year ended March 31, taking eight of the top 10 spots, according to Morningstar Inc.’s separate account/collective investment trust database. And in a rare occurrence, the entire top 10 was displaced from the ranking for the year ended Dec. 31, when energy strategies had four positions in the top 10. Among bonds, long-term strategies continued to dominate the top 10.

Published: May 14, 2012

Top-performing money managers: Q4 2011

Among fixed-income money managers, long-term bonds push high yields aside, and among equity managers, energy portfolios propel past small caps.

Published: February 20, 2012

Top-performing managers: Q3 2011

In equities, small-cap funds weather market plunge, while in fixed income long-term bonds end high yield's longtime reign.

Published: November 14, 2011

Top-performing managers: Q2 2011

In equities, small stocks once again came out ahead in the top 10 overall equity strategies, but things were looking especially good for domestic fixed-income managers, according to Morningstar Inc.'s separate account/collective investment trust database.

Published: August 22, 2011

Q1 Top Performing Money Managers

Small stocks again dominated the top 10 overall equity strategies in the year ended March 31, while high-yield and shorter-term bonds led the way for the top 10 overall bond strategies, according to Morningstar Inc.'s separate account/collective investment trust database.

Published: May 02, 2011

Top-performing managers

Smaller was better for the year ended Dec. 31 for equity managers in Morningstar Inc.’s separate account/collective investment trust database, and having investments in gold and technology didn’t hurt, either. In bonds, a continuing recovery in the mortgage-backed securities market contributed to solid returns for fixed-income managers during the same period.

Published: February 21, 2011

The Top-Performing Managers

High yield continues to be the top fixed-income strategy while natural resources, real estate and energy dominate equity portfolios in P&I's review of top-performing managers for the third quarter.

Published: November 15, 2010