Chicago-based Morningstar has revealed the nominees for the 2019 Morningstar Awards for Investing Excellence, which recognize outstanding portfolio managers and asset management firms.
The winners will be announced May 9 at the annual Morningstar Investment Conference in Chicago, and simultaneously on CNBC’s “Power Lunch” program.
Morningstar selects nominees in three categories: Outstanding Portfolio Manager, Exemplary Stewardship and Rising Talent.
The nominees for Outstanding Portfolio Manager are:
- Brian Berghuis, T. Rowe Price Mid-Cap Growth (RPMGX)
- Jerome Clark, T. Rowe Price Retirement Series
- Dan Fuss, Loomis Sayles Bond (LSBDX)
- Mary Ellen Stanek, Baird Aggregate Bond (BAGIX)
- Joel Tillinghast, Fidelity Low-Priced Stock (FLPSX)
The nominees for Exemplary Stewardship are:
- Capital Group
- Dodge & Cox
- Fiduciary Management
- T. Rowe Price
- The Vanguard Group
The nominees for Rising Talent are:
- Pramod Atluri, American Funds Bond Fund of America (ABNDX)
- James Marchetti, PRIMECAP Odyssey Aggressive Growth (POAGX)
- Vincent Montemaggiore, Fidelity Overseas (FOSFX)
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Brett Sumsion, Fidelity Freedom Target-Date Fund Series