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Fund Spy: Morningstar Medalist Edition

Potential Allocation Manager of the Year Winners

These funds have bested most peers thus far in 2014 as well as over the long haul.

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It's time to start assessing who might win Morningstar's third Allocation Fund Manager of the Year award. My colleagues Dan Culloton and Bill Rocco have already discussed potential winners for Domestic Stock and International Stock, respectively.

The awards are based not only on strong performance in the year in question, but also superior longer-term returns, the depth of the overall management team, a proven strategy, solid stewardship, and a history of serving a sizable group of shareholders well. Some of these factors can't be captured in a quantitative screen, but to come up with a preliminary list of allocation candidates, I screened the aggressive-, conservative-, moderate- and world-allocation Morningstar Categories for the following factors: actively managed funds that earn Gold, Silver, or Bronze Analyst Ratings; funds that have at least one manager who's been on board for seven years (and thus steered the fund through the most recent bear market); and funds that have earned top-quartile returns in 2014 through Nov. 11, 2014, as well as over the trailing five and 10 years.

Greg Carlson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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