Morningstar® Mutual Fund Portfolios
Morningstar Investment Services uses unbiased, objective research from Morningstar, Inc. to create a lineup of investment choices called Morningstar® Managed Portfolios. With a broad range of investment approaches, Morningstar Investment Services® portfolios are carefully designed to put your needs front and center — where they belong.
They start with rigorous, thorough research to select investments based on their fundamental merits. Then, they put them to work for you in a series of sophisticated, diversified mutual fund portfolios.
- Asset Allocation Portfolios: Diversified across asset classes, investment styles and managers, these portfolios target specific risk and return profiles to meet investors’ needs at every stage in their lives. Each seeks to address a certain goal, from capital preservation and income to capital appreciation and growth. They also offer both tax-deferred and taxable portfolios for investors in non-qualified and qualified accounts.
- Retirement Income Portfolios: These portfolios are designed to meet the distribution needs of investors in various stages of retirement. MIS strives to allow investors to draw down their savings over specified time periods, reducing the risk of depleting retirement savings too quickly, and preserving a portion of the capital invested. Following an endowment-like approach, each portfolio is diversified across multiple asset classes, including alternative investments. This helps to temper volatility and provides some downside protection relative to the broad equity market.
- Focused Portfolios
- Absolute Return Portfolio: The Absolute Return portfolio is designed to deliver moderate, consistent returns that aren’t overly dependent on the direction of the broad equity markets, helping investors of all kinds manage risk.
- Equity Style: This range of portfolios is designed to allow investors to further diversify existing portfolios, by offering exposure to certain market segments. These complementary strategies are largely concentrated in one asset class. Each portfolio aims to provide long-term capital appreciation using a targeted, equity-centric approach to investing.
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.