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Fund Spy

Our 5 Nominees for Allocation Fund Manager of the Year

Success in 2012 took many forms.

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Asset-allocation funds are hardly new. The fund industry has been combining stocks, bonds, and other securities in a single offering for decades. But asset-allocation funds have been growing in both sophistication and assets under management in recent years, and in 2012, these funds got their own Morningstar Fund Manager of the Year category.  

The skippers of asset-allocation funds have earned their own Fund Manager of the Year category because they’ve gone well beyond the 60%/40% stock/bond mix to demonstrate portfolio-construction skills that go beyond picking and combining individual securities. They have effectively combined asset classes to help investors meet big goals, whether they’re saving for retirement or aiming to lower volatility in a broader portfolio.

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Laura Pavlenko Lutton does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.