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Morningstar Awards for Investing Excellence: Exemplary Steward Nominees

These three firms have long track records of putting investors' interests first.

Today, we share the 2021 nominees for the Morningstar Awards for Investing Excellence: Exemplary Stewardship. The winner, alongside the recipients of the Outstanding Portfolio Manager and Rising Talent awards, will be announced in late June.

Exemplary stewards have long track records of putting investors’ interests first. Eligible candidates must have earned a Morningstar Parent Pillar rating of High, signaling Morningstar analysts’ highest conviction in their stewardship of investor capital. Few U.S. investment firms qualify for this elite cohort. Each has built and nurtured investment and commercial cultures that stand above the competition. From that group, Morningstar has nominated three firms for its Exemplary Stewardship award.