Skip to Content

Morningstar’s 2022 Model Portfolio Landscape

The model portfolio landscape continues to expand at a rapid pace. In this report, we unpack the factors that are furthering adoption of models and provide an overall assessment of their fees, objectives, and performance. We also delve into the ways Morningstar has expanded its ratings on model portfolios to help advisors and investors.  

Share this page

Research Library Morningstar’s 2022 Model Portfolio Landscape

What's Inside

  • How the model portfolio universe breaks down by fund provider
  • How our ratings provide increased transparency to investors
  • Examination of the avenues for accessing and implementing models

Get the Report