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Morningstar

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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Investing in Select Fixed-Income Portfolio

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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

Portfolio Name
Intermediate Government/Credit Portfolio

AVERAGE DURATION TARGET

3 – 5 years
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