FA Mag published an article noting Morningstar’s list of best fund managers in 2014. The fund managers were ranked in categories and were picked based on long-term risk adjusted returns and performance in 2014. Below are the fund managers mentioned.
Domestic-Stock Fund Manager of the Year
Theo Kolokotrones, Joel Fried, Al Mordecai, Mohsin Ansari, and James Marchetti. (Primecap Odyssey Aggressive Growth, Primecap Odyssey Growth, Primecap Odyssey Stock, Vanguard Capital Opportunity, Vanguard Primecap Core and Vanguard Primecap.)
International-Stock Fund Manager of the Year
Charles Pohl and Diana Strandberg (Dodge and Cox International Stock fund)
Fixed-Income Fund Manager of the Year
Ken Leech, Carl Eichstaedt, and Mark Lindbloom (Western Asset Core Bond and Western Asset Core Plus Bond) Alternatives Fund Manager of the Year
Robert T. Jones and Ali Motamed (Boston Partners Long/Short Equity)
Allocation Fund Manager of the Year
Anne Lester (JPMorgan SmartRetirement Target-date Series)
Investors.com recently published an article on foreign stock performance compared to the S&P 500. According to the article, a $10,000 investment in 1999 in foreign stocks would be equal to an average of $19,277 today. That same $10,000 investment in the S&P would be worth approximately $18,088 today.
Stock mutual funds dropped each week in the month of January. The decline was primarily due to falling oil prices and concerns abroad. YTD, these funds are down an average of 1.38%.
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