Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Can Cap Group, Fido, Franklin, T. Rowe, Thornburg and Vanguard Keep Up the Pace? Not Rated 5.0 Email Routing List Email & Route  Print Print
Tuesday, November 18, 2014

Can Cap Group, Fido, Franklin, T. Rowe, Thornburg and Vanguard Keep Up the Pace?

News summary by MFWire's editors

2014 isn't over yet, but if it were, fundsters at Capital Group [profile], Fidelity [profile], Franklin Templeton [profile], T. Rowe Price [profile], Thornburg [profile] and Vanguard [profile] might be popping out the champagne.

Yesterday Morningstar senior analyst Greg Carlson offered his predictions as to which mutual funds look poised to be running for the fund ratings giant's "Allocation Fund Manager of the Year" award. The likely contenders, in Carlson's eyes, are:

  • the teams behind Capital Group's American Funds American Balanced Fund and the American Funds Income Fund of America;

  • Ramin Arani, Pramod Atluri and Harley Lank for the Fidelity Puritan Fund;

  • the team behind the Franklin Income Fund;

  • David Giroux for the T. Rowe price Capital Appreciation Fund;

  • the team behind the Thornburg Investment Income Builder Fund;

  • Michael Reckmeyer and John Keogh for the Vanguard Wellesley Income Fund; and

  • Edward Bousa and Keogh for the Vanguard Wellington Fund.

    Previously, a second Morningstar analyst predicted that Alger, American Century, Harris, Longleaf, Parnassus and Primecap look well-positioned in the domestic stock category. And a third Morningstar analyst pointed to Capital Group, Dodge & Cox, Harding Loevner, Invesco, T. Rowe, Tweedy Browne and Virtus in the international stock category. No word yet on likely contenders in fixed income or alternatives. 

    Edited by: Neil Anderson, Managing Editor


    Stay ahead of the news ... Sign up for our email alerts now
    CLICK HERE

  • 5.0
     Do You Recommend This Story?



    GO TO: MFWire
    Return to Top
     News Archives
    2022: Q4Q3Q2Q1
    2021: Q4Q3Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly


    1. MFDF Director Discussion Series - Open Forum via Zoom, December 7
    2. 2022 MMI Leadership Pathway Seminar, December 7
    3. 2022 Samfund Annual Celebration, December 7
    4. IMEA In Session - Cyber Security Trends, December 8
    5. U.S. Securities and Exchange Commission Investor Advisory Committee meeting, December 8
    6. MFDF webinar - Investment Valuation and Governance: Deloitte's 20th Annual Fair Valuation Pricing Survey, December 8
    7. Women in ETFs Philadelphia - Holiday Happy Hour With Project Home, December 8
    8. MMI webinar - Defining & Stimulating the Client Experience, December 9
    9. US SIF media webinar: US Sustainable Investing Trends 2022, December 12
    10. Vett Fi Advisor Perspectives Investment Insights Summit 2022, December 13
    11. IDC webinar - Spotlight on the SEC's Swing Pricing and Hard Close Proposals, December 14
    12. 2022 MMI Webinar Sponsored by the MMI Blockchain Finance Forum: Digital Asset Classification, December 14
    13. WE Boston: Annual Give Back Event 2022, December 14
    14. Nicsa webinar - Democratization of Private Assets, December 14
    15. MFDF In Focus: Closed-End Fund Activism, December 14
    16. Crane Data's Money Fund University, Dec 15-16
    17. Crane Data's Holiday Cocktail Party, December 15
    18. MFDF webinar - Impact of 2022 Mid-Term Elections on the Financial Industry, January 10, 2023
    19. IDC's Foundations for Fund Directors, January 11 - 12, 2023
    20. MFDF 2023 Directors' Institute, January 23 - 25, 2023
    21. Exchange: an ETF Experience, February 5 - 8, 2023
    22. 8th Annual Expect Miracles in Manhattan, February 16, 2023
    23. MFDF webinar - Fund Industry Claims Trends: An Insurer's Perspective, March 1, 2023
    24. MFDF 2023 Fund Governance & Regulatory Insights Conference, March 9 - 10, 2023
    25. Crane Data's Bond Fund Symposium, March 23 - 24, 2023
    26. 2023 MMI Summit, March 29 - 30, 2023




    ©All rights reserved to InvestmentWires, Inc. 1997-2022
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use