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Morningstar® Managed Portfolios
Investment choices for fee-based, independent advisors.
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Mutual Fund Portfolios
At Morningstar Investment Services, we’ve created a series of fund portfolios designed to achieve specific risk/return objectives. Each actively managed portfolio is developed using quantitative and qualitative analysis and carefully monitored to keep it on track with its established goals. After reviewing independent fund data and research from Morningstar, Inc., the members of our investment team meet one-on-one with fund managers to ask tough questions about how their fund might perform in the future. Their due diligence leads to a comprehensive line of mutual fund portfolios designed to meet diverse client needs.
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