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Morningstar Select Fixed-Income Portfolios

A series of fixed-income, separately managed account (SMA) strategies seeking income through investing in high-quality bonds.

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Our Select Fixed-Income Portfolios share these key elements:

Institutional Access

Institutional Access

The ability to buy bonds at scale on both primary and secondary markets and navigate the inefficient bond market through established relationships with national and regional dealers.
High-Quality Bonds

High-Quality Bonds

At the time of purchase, bonds must be rated A-/A3 or better for greater stability and security potential typically seen in higher-rated bonds.
Credit Research

Credit Research

Capitalizing on institutional research allows for extensive evaluation of government, corporate, and municipal issuers, as well as individual bonds and sectors, seeking value that the market may have overlooked.

Investing in Select Fixed-Income Portfolio

Understand how to incorporate Morningstar Select Fixed-Income Portfolio as a fixed-income investment opportunity.

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ACTIVE/TAXABLE
BOND LADDER/TAXABLE
ACTIVE/TAX-EXEMPT
BOND LADDER/TAX-EXEMPT

Intermediate Government/Credit Portfolio

Seeks to deliver current income and capital appreciation by investing in U.S. government and investment-grade corporate securities.

DESIGNED FOR INVESTORS WHO:

Are looking for actively managed fixed income that also seeks capital appreciation

Want to invest in bonds with greater stability typically seen in bonds with higher credit ratings

Desire to have direct ownership of bonds for greater control and transparency

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Portfolio Name
Intermediate Government/Credit Portfolio

AVERAGE DURATION TARGET

3 – 5 years
Full Portfolio Overview

Learn More About Select Fixed-Income Portfolios

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

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How a Bond Ladder Can Offer Stability in Any Market Condition

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Bond Funds vs. SMAs: Which Are Right for Your Client?

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Select Equity Portfolios

Diversify your fixed-income portfolios with our equity separately managed accounts.

Select Equity Portfolios
Select Equity Portfolios Select Equity Portfolios Focus on quality equities.

Our high conviction stocks ideas with competitive advantages

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*Credit ratings depict a registered rating organization’s forward-looking assessment about credit risk that reflect the creditworthiness of an entity or security. Ratings are statements of opinion of the issuing organization and are subject to change without notice. This portfolio intends to focus on securities that fall within the light grey portion of the Credit Quality Target image. “High risk” and “low risk” represent relative risk levels typically associated with a rating. Higher rated securities are still subject to the risk of default.

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.