Morningstar Outcome-Based Portfolios

Focusing on goals in financial planning has been proven to increase wealth, motivation, and satisfaction. Our portfolios are designed with defined outcomes to better track and reach your goals.

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Our Outcome-Based Portfolios share these key elements:

Defined Outcomes

Our portfolios are designed with defined outcomes through return and income objectives over specified time periods with targeted levels of risk.

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Plan With Precision

Clearly defined outcomes can help financial planning more effectively track, measure and achieve investing success.

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Redefine Success

Market success is not just about beating a benchmark or outperforming the markets. Redefine success as being on track to reach your financial goals.

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CAPITAL APPRECIATION

GENERATE INCOME

MANAGE RETIREMENT INCOME

MINIMIZE VOLATILITY

U.S. Real Return Series

This series focuses on capital appreciation by selecting the most attractive investments across asset classes to generate a targeted return goal plus inflation over a specific time horizon.*

DESIGNED FOR INVESTORS WHO:

Seek to grow assets with a defined return goal of 1%–5% above inflation over a 3- to 10-year time horizon

Have a specific near or long-term financial goal that requires portfolio capital appreciation

Want to specifically align their goals to an investment outcome of a defined return goal

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PORTFOLIO NAME

U.S. Real Return Flexible Allocation Portfolio

Equity Range

0–100 %

Time Horizon

7 yrs

TARGET RETURN % OVER INFLATION

Full Portfolio Overview

Learn More About Outcome-Based

Resources and insights to help you understand our portfolios and the markets they invest in.

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3 Ways Flexible Asset Allocation Can Help in Overpriced Markets

Ricky Williamson

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Income Comparison: Two Approaches for Retirement

Hong Cheng

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FEATURED

Our top picks

Q3 2020 Global Convictions: Our Valuation-Driven Asset Allocation Views Looking Ahead

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Inflation and the Merits of an Outcome-Based Strategy

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The Future of Risk Preferences & Goals-Based Planning

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Explore Further

Can't find what you're looking for? Check out our other series.

Asset Allocation Portfolios Get the right mix for your core

Diversified core solutions able to match your risk tolerance.

Explore Asset Allocation

Select Equity Portfolios Focus on quality stocks

Our high-conviction stock ideas with competitive advantages.

Explore Select Equity

*No assurance can be made that return, income and income distribution goals will be achieved. Actual returns may be materially different.

Investment research and ratings are produced and issued by subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC, registered with and governed by the U.S. Securities and Exchange Commission. Morningstar Investment Services may have different opinions on certain securities.

Asset allocation and diversification are investment strategies designed to manage risk, but do not guarantee a profit nor protect against a loss.

Morningstar Funds Trust is registered with the Securities and Exchange Commission as an open-end management investment company under the Investment Company Act of 1940, as amended.

Before investing you should read Morningstar Funds Trust Prospectus carefully. Investing in openend management investment companies(i.e. mutual funds) involves risk. The value of an investment in a fund within Morningstar Funds Trust may go down. Morningstar Funds Trust uses a multimanager approach; therefore, in addition to market fluctuation, a specific Morningstar fund's performance is derived from the skills of the subadvisers and the allocation of assets among them. Past performance is not a guarantee of future results. The funds within the Morningstar Funds Trust are distributed by Foreside Fund Services, LLC and are only available to citizens or legal residents of the United States or its territories through Morningstar Managed Portfolio advisory service.

Morningstar® Managed Portfolios℠ are offered by the entities within Morningstar’s Investment Management group, which includes subsidiaries of Morningstar, Inc. that are authorized in the appropriate jurisdiction to provide consulting or advisory services in North America, Europe, Asia, Australia, and Africa. In the United States, Morningstar Managed Portfolios are offered by Morningstar Investment Services LLC or Morningstar Investment Management LLC, both registered investment advisers, as part of a discretionary investment advisory service or as model portfolios to third-party advisory programs on a discretionary or non-discretionary basis. Morningstar Managed Portfolios offered by Morningstar Investment Services LLC or Morningstar Investment Management LLC are intended for citizens or legal residents of the United States or its territories and can only be offered by a registered investment adviser or investment adviser representative. It is important to note that investments in securities (e.g. mutual funds, exchange-traded funds, common stocks) involve risk and will not always be profitable. There is no guarantee that the results of advice, recommendations, or the objectives of your portfolio will be achieved. There is no guarantee that negative returns can or will be avoided in any of Morningstar Managed Portfolios’ portfolios. An investment made in a security may differ substantially from its historical performance and as a result, you may incur a loss. Past performance is no guarantee of future results. Diversification does not eliminate the risk or experiencing investment losses.