Morningstar’s 2021 Model Portfolio Landscape

The model portfolio landscape continues to expand at a rapid pace. In this report, we unpack the factors that are furthering and hindering their adoption and provide an overall assessment of their fees, objectives, and performance. We also delve into the upcoming launch of the Morningstar Rating™ for models that will help investors sort through their options.

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In this report, you will learn:
  • The pros and cons of using model portfolios
  • How the model portfolio universe breaks down by fund provider
  • How our ratings provide increased transparency to investors
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