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Morningstar

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

Defined Outcomes

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

Plan With Precision

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

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.

Valuation-Driven

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

Read Our Guide
Valuation-Driven

Define your outcome and
choose a portfolio

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

PORTFOLIO NAME
U.S. Real Return Flexible Allocation Portfolio
Equity Range
0–100 %
Time Horizon
7 yrs

TARGET RETURN % OVER INFLATION

Asset Allocation Portfolios
Asset Allocation Portfolios Get the right mix for your core

Diversified core solutions able to match your risk tolerance.

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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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