Morningstar’s 2020 Model Portfolio Landscape

What’s behind the recent proliferation of model portfolios? And is their hype justified? In this report, we unpack the factors that are furthering and hindering the adoption of model portfolios and provide an overall assessment of their fees, objectives, and performance.

In this report, you will learn:
  • The pros and cons of using model portfolios
  • How the model portfolio universe breaks down by fund provider
  • Morningstar Analyst Ratings for all model portfolios that meet our criteria
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