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Fund Spy: Morningstar Medalist Edition

An Early Line on the Morningstar Domestic-Stock Fund Manager of the Year

These managers could be among those considered for the 2014 award.

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It's that time again, when retailers start dusting off holiday displays and Morningstar's Manager Research analysts begin comparing screens and notes on who should be in the running for the Fund Manager of the Year awards in the domestic-stock, international-equity, fixed-income, allocation, and alternative asset classes. As usual, the eventual nominees will exhibit not only superior recent performance, but also outstanding longer-term results, enduring approaches, responsible stewardship, and a large body of satisfied, and presumably wealthier, long-term fundowners.

As we enter 2014's home stretch, here are some domestic-equity managers who could be candidates (we'll do similar articles on the other asset classes in the coming days and weeks). To arrive at this list I screened for actively managed domestic-equity funds that have Morningstar Analyst Ratings of Gold, Silver, or Bronze; top-quartile year-to-date and 10-year returns; and at least one manager who has been around for the trailing decade. As baseball fans know from this year's all-shook-up playoffs, a lot can happen in the final weeks of the season, so this is not an official list of nominees. Others can and probably will emerge. At this point, however, these managers could be contenders.

Dan Culloton has a position in the following securities mentioned above: POAGX. Find out about Morningstar’s editorial policies.

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