Morningstar
Select Equity Portfolios
A series of focused, separately managed account (SMA) strategies rooted in a valuation-driven investment approach and built for the long-term.
Our Select Equity Portfolios Share These Key Elements:
Learn More About Select Equity
Resources and insights to help you understand our portfolios and the markets they invest in.
Direct Indexing Portfolios
Core Beta Portfolios
Provide Personalized Broad Market Exposure
Design equity exposure that meets the unique needs of your investors.