Exploring Morningstar's Model Portfolio Database

Model portfolios offer a substantial cost advantage over their mutual fund counterparts: The median fee for a model portfolio is even cheaper than the 20th percentile of fees for a similarly allocated mutual fund. In this paper, we unpack how the model portfolios universe breaks down across active and passive options, providers, and strategies.


Download this report to learn:
  • Our analysis of fees across model portfolios and mutual funds
  • Which segments of the space are experiencing the most growth
  • The ins and outs of various asset managers’ model portfolio offerings