Special Report: Top-Performing Managers
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.
Equity energy and natural resources strategies dominated the list of top-performing equity strategies in a difficult 2022, according to Morningstar.
Top-performing fixed-income managers of 2022 weathered a historically bad year for the asset class, thanks to shorter-duration strategies.
Occidental and Canadian Natural Resources were common holdings that helped deliver top performers' returns.
The top performing fixed-income managers during the year ended Sept. 30 eked out positive returns, thanks to diversification.
Positive bond returns were hard to find, as inflation concerns persisted and the Fed hiked rates twice during the second quarter.
Energy and natural resources dominated the list of Top 10 domestic equity managers for the year ended June 30, Morningstar data show.
Energy and natural resources strategies dominated the domestic equity rankings for the year ended March 31, Morningstar data show.
Inflation-protected bond strategies outperformed during the year ended March 31, as inflation continued to rise and the Fed raised rates.