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Jeff Holt

Jeff Holt

Jeff Holt, CFA, is director of multi-asset and alternative strategies for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers target-date funds and other multi-asset funds from various asset managers.

Before joining Morningstar in 2014, Holt spent nearly nine years at Jeffrey Slocum & Associates (since acquired by Pavilion Financial), where he was responsible for investment research to support the firm’s defined-contribution practice. He covered target-date funds, stable value funds, and other asset classes specific to defined-contribution clients.

Holt holds a bachelor’s degree in management, with a concentration in corporate finance, from Brigham Young University. He also holds the Chartered Financial Analyst® designation.


Still in the early innings of a recovery, European stocks are attractive from a valuation and growth perspective, plus the market's dividend payers are more diversified and generous than in the U.S., says J.P. Morgan's Anne Lester.

Despite manager departures and restructuring, the Bronze-rated Manning & Napier Pro-Blend funds have a deep senior leadership team that will stay true to the firm's long-standing, successful process.