Institutional investors, particularly DC plans seeking lower fees, see collective investment trusts as an attractive investment vehicle.
Small-cap growth strategies again dominated Morningstar's ranking of equity investments, while high-yield bond strategies led the list of top fixed-income performers.
High-yield fixed income and small-cap growth strategies dominated Morningstar's list in quarter ending June 30.
Small-cap strategies dominated the top 10 equity managers, while high-yield bonds led the list of top performers in fixed income for the year ended March 31.
After five consecutive quarters of small-cap strategies dominating Morningstar Inc.'s domestic equity separate account/collective investment trust database, large-cap and technology approaches reigned supreme for the year.
For the fifth consecutive quarter, small-cap equity strategies dominated Morningstar's domestic equity separate account/collective investment trust database, occupying six of the top 10 spots for the year ended Sept. 30.
High-yield strategies dominate the list of top-performing fixed-income managers in the second quarter.
High-yield strategies once again top the list of outperforming fixed-income managers during the first three months of 2017.
High-yield bond strategies took top honors for the year, while small-cap stocks outperformed large-cap and value-oriented strategies.
The latest Pensions & Investments special report focuses on the best performers in Morningstar Inc.'s separate account/collective investment trust universe. In equities, small-cap strategies lead the way. For fixed income, long-duration strategies continue their domination.
Real estate overthrows large-cap equities as top-performing strategy, while falling rates put long-duration strategies on top.
Large-cap value ends growth strategies domination in latest quarter; intermediate-term bonds continue to top the list.
Shorter duration bond strategies take top honors for year; holdings of popular stocks give long-term growth funds nice push for year.
Growth equity and long-duration bond strategies remain top performers.