Morningstar® Select Equity Portfolios
These portfolios combine the in-depth stock research of Morningstar, Inc., with the portfolio management expertise of Morningstar Investment Services.
The result? High-quality stock portfolios that bring you the advantages of active management. Grounded in high-quality research, each portfolio in this series puts a different twist on quality-centric investing.
- Tortoise Portfolio: Invests in the stocks of relatively stable, high-quality businesses that are well-entrenched in the markets in which they operate. Patterned after the Tortoise portfolio featured in the Morningstar® StockInvestorSM newsletter.
- Hare Portfolio: Invests in the stocks of firms that are experiencing rapid growth, emphasizing those that possess sustainable competitive advantages. Patterned after the Hare portfolio featured in the Morningstar® StockInvestorSMnewsletter.
- Dividend Portfolio: Invests in high-yielding stocks with the potential for dividend growth and capital appreciation. Patterned after the Hare portfolio featured in the Morningstar® DividendInvestorSM newsletter.
People’s Securities’ Financial Advisors are available to meet with you at any People’s United Bank location. Call today at (800) 392-3009 to schedule an appointment or click here to find a Financial Advisor near you.