Special Report: Top-Performing Managers
Growth and technology strategies dominated equity rankings in separate accounts, while long-duration bonds led the year in fixed income.
Growth strategies reigned supreme among domestic equity CITs, while corporate and long-term bonds dominated performance in fixed income.
Real estate investment trusts dominated the top-performing domestic equity managers for the year ended Sept. 30, Morningstar data show.
Low rates, a strong dollar and volatile markets led to long-duration strategies dominating the list of fixed-income strategies for the year.
Growth strategies dominate the top 10 overall domestic equity strategies for the year ended March 31, Morningstar data show.
A pivot from the Fed and a risk-on first quarter served high-yield bond strategies well for the year ended March 31, according to data from Morningstar.
Growth and technology topped Morningstar's equity database as of Dec. 31, while ultrashort and long-term government led fixed income.
Institutional investors, particularly DC plans seeking lower fees, see collective investment trusts as an attractive investment vehicle.
Small-cap growth strategies dominated for the year ended June 30, making up eight of the top 10 domestic equity strategies.
High-yield bonds dominated the list of top performers in fixed income for the year ended March 31, according to Morningstar.
