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Morningstar® Managed Portfolios
Investment choices for fee-based, independent advisors.
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Investment Philosophy and Process
Mutual Fund Portfolios
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ETF Portfolios
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ETF Portfolios
The exchange-traded fund portfolios offered through Morningstar® Managed Portfolios help advisors deliver cost-effective, tax-aware investment options grounded in the latest research. At Morningstar Investment Services, we create portfolios that aim to capture the best qualities of ETFs: lower costs and the flexibility to pursue market opportunities. In most portfolios we use a “core and explore” process, seeking to keep underlying ETF expense ratios low and increase tax efficiency while adding value through security selection.
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