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Organizer Morningstar
Date Awarded 22 Feb 2018 8:00am EST (almost 7 years ago)
Region Americas
Details

The Morningstar Awards are designed to help investors around the world identify the year's most exceptional funds and fund managers. Awards are announced throughout the year at ceremonies across Europe, Asia, Africa, and the Americas, honoring managers that have added the most value for investors. Fund and fund group nominees are selected based on sound quantitative methodologies that emphasize outperformance over one-, three-, and five-year periods, while our regional analyst-driven Fund Manager of the Year awards recognize managers who have not only achieved impressive returns, but also been strong stewards of shareholder capital.

Award Categories:

• Morningstar Best Equity Fund House Award:
Fund houses with at least three equity funds with Morningstar Ratings available for sale in a given market are eligible.

• Morningstar Best Fixed-Interest Fund House Award:
Fund houses with at least three fixed-interest funds with Morningstar Ratings available for sale in a given market are eligible. Money markets are not eligible for inclusion.

• Morningstar Best Overall Fund House Award:
Fund houses with at least three equity funds and 3 fixed-interest funds with Morningstar Ratings available for sale in a given market are eligible. Money markets are not eligible for inclusion.