(Tokyo, Japan), (19 March) -- Morningstar,
Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners
on the Morningstar Category Awards and the inaugural Morningstar Asset Manager Awards for the 2024 Morningstar
Awards for Investing Excellence Japan at awards ceremony held in Tokyo.
The awards recognise funds and asset managers that have served investors well over the long term and which
Morningstar’s manager research team believes will be able to deliver strong risk-adjusted returns over time.
“The Morningstar Awards for Investing Excellence commends the industry’s fund offerings and
investor-centric firms. Based on Morningstar’s forward-looking ratings for funds, the Morningstar manager
research team carefully select the winners across equity, fixed income, and multi-asset categories, as the leading
funds within Japan for investors. We’d like to congratulate all winners and finalists of this year’s
awards.” said Wing Chan, head of manager research, Europe and Asia Pacific, Morningstar Inc.
There are three types of Morningstar awards: the Morningstar Category Awards, the Morningstar Asset Manager Awards,
and the Morningstar Asset Manager Sustainable-Investing Awards.
The 2024 Morningstar Awards for Investing Excellence award winners in Japan are:
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Morningstar Asset Manager Awards
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Capital Group
|
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Morningstar Category Awards
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Winner/ Finalist
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Winner/Finalist
|
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Japan Equity
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Winner
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Sumitomo Mitsui DS Japan Value Equity Fund
(Sumitomo Mitsui FG)
|
|
Finalist
|
DIAM Japan Value Equity Fund (Annually Distribution)
(AM One)
|
|
Finalist
|
Nikkei Average High Dividend Yield Equity Fund
(MUFG)
|
|
World Equity
|
Winner
|
eMAXIS Slim Developed Markets Equity Index
(MUFG)
|
|
Finalist
|
i Shares S&P 500 ETF
(i Shares)
|
|
Finalist
|
Nomura Future Trend Discovery Fund
(Nomura)
|
|
Bond
|
Winner
|
BlackRock i Income
(BlackRock)
|
|
Finalist
|
SB JAPAN BOND FUND
(Sumitomo Mitsui FG)
|
|
Finalist
|
Fidelity Strategic Income Fund D
(Fidelity International)
|
|
REIT
|
Winner
|
Fidelity J REIT Active Fund
(Fidelity International)
|
|
Finalist
|
Fidelity US REIT Fund D
(Fidelity International)
|
|
Finalist
|
Sumitomo Mitsui DC Foreign REIT Index Fund
(Sumitomo Mitsui FG)
|
|
Allocation
|
Winner
|
Daiwa Life Balance30
(Daiwa)
|
|
Finalist
|
Sumitomo Mitsui DC Pension Balance 50
(Sumitomo Mitsui FG)
|
|
Finalist
|
DC Global Economy Index Fund (Shift to Stocks)
(Sumitomo Mitsui Trust HD)
|
Methodology
These awards are determined by a combination of risk-adjusted medium- to long-term performance track records and
Morningstar’s forward-looking rating for funds, the Morningstar Medalist Rating™ including its Parent
pillar component. The Medalist Rating is set on a five-tier scale running from Gold, Silver, Bronze, Neutral and
Negative at the share class level. The Morningstar Asset Manager – Sustainable Investing Awards are determined
by a combination of Morningstar’s qualitative and quantitative sustainability research capabilities. The full
methodology for the awards is available here.
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and
Asia. The Company offers an extensive line of products and services for individual investors, financial advisors,
asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and
private capital markets. Morningstar provides data and research insights on a wide range of investment offerings,
including managed investment products, publicly listed companies, private capital markets, debt securities, and
real-time global market data. Morningstar also offers investment management services through its investment advisory
subsidiaries, with approximately $286 billion in assets under advisement and management as of Dec. 31, 2023. The
Company operates through wholly- or majority-owned subsidiaries in 32 countries. For more information, visit
www.morningstar.com/company. Follow Morningstar on X @MorningstarInc.
Morningstar’s Manager Research Group
Morningstar’s Manager Research Group
consists of various wholly owned subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar
Research Services LLC. Morningstar Manager Research provides independent, fundamental analysis on managed investment
strategies. Morningstar views are expressed in the form of Morningstar Medalist Ratings, which are derived through
research of three key pillars—People, Process, and Parent. The Morningstar Medalist Rating is the summary
expression of Morningstar’s forward-looking analysis of investment strategies as offered via specific vehicles
using a rating scale of Gold, Silver, Bronze, Neutral, and Negative. A global research team issues detailed research
reports on strategies that span vehicle, asset class, and geography.
Medalist Ratings are not statements of fact, nor are they credit or risk ratings, and should not be used as the sole
basis for investment decisions. A Medalist Rating is not intended to be nor is a guarantee of future performance.
This press release is for informational purposes only; references to securities should not be considered an offer or
solicitation to buy or sell the securities.
©2024 Morningstar, Inc. All Rights Reserved.
MORN-R