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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


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