Special Report: Top-Performing Managers
See all the rankings for the top managers in Morningstar's separate account/collective investment trust database.
Stocks bounced back in 2023, supported by soaring technology and high-growth equities.
High yield dominated the list of the top-performing domestic fixed-income separate accounts in 2023, Morningstar data shows.
Fixed-income securities partially recovered in the first three quarters of 2023 following a historically poor 2022, with bank loans and high yield rising to the top.
The top-performing equity managers for the year ended Sept. 30 benefited from tech-heavy strategies, according to separate-account data from Morningstar.
See all the rankings for the top managers in Morningstar's separate account/collective investment trust database.
Small-cap and large-cap strategies dominated the top 10 domestic equity performers for the year ended June 30.
Bonds rebounded in the first half of 2023 amid expectations of rate hikes ceasing.
Despite a first-quarter rebound, most domestic bond strategies in Morningstar's SMA universe posted tepid returns for the year ended March 31.
Top-performing domestic equity managers for the year ended March 31 overcame a tough market environment with concentrated portfolios.