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Morningstar

Morningstar Asset Allocation Portfolios

Spanning the risk spectrum, our all-encompassing, valuation-driven portfolios offer long-term diversified solutions to help you meet your financial goals.

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Our Asset Allocation Portfolios share these key elements:

Risk Spectrum

Risk Spectrum

We want investors to sleep at night. Our portfolios cover a wide risk spectrum to match risk tolerance to return expectations.
Diversification

Diversification

Providing fundamental diversification with an opportunity set of more than 200 equity and 150 fixed-income asset classes, investment styles, and active managers.
Long-Term Core

Long-Term Core

Adding diversification, time horizon, and risk tolerance together, these portfolios can provide a long-term, core solution to any portfolio.

Valuation-Driven

All our portfolios are constructed with a valuation-driven approach, and we seek to get more than what we pay for.

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Valuation-Driven

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ESG Series

Diversified, one-stop portfolios built with hand-picked funds and ETFs that use a variety of sustainable investing approaches.

DESIGNED FOR INVESTORS WHO:

Want to achieve positive impact through their investments

Prefer a balance of active and passive approaches to investing

Seek to invest in a diversified core portfolio that is specific to their risk tolerance and time horizon

PORTFOLIO NAME
ESG Aggressive Growth Portfolio
Equity Range
80–100 %
Time Horizon
15 yrs
5 PORTFOLIOS ON THE RISK SPECTRUM
Outcome-Based Portfolios
Outcome-Based Portfolios Start with your goal in mind

A targeted and consistent approach to help you to reach your goals.

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Select Equity Portfolios
Select Equity Portfolios Focus on quality stocks

Our high-conviction stock ideas with competitive advantages.

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