Morningstar® Stock Basket 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.
- U.S. Wide Moat Focus Portfolio: Draws upon the concept of economic moats — a cornerstone of Morningstar, Inc.’s investment research philosophy and methodology — to identify compelling stocks. Invests equally in the 20 cheapest “wide-moat” stocks in the Morningstar coverage universe.
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.
The Select Stock Baskets portfolios invest in common stocks of U.S. companies, which are a type of equity
security that represents an ownership interest in a corporation. Common stocks are subject to greater
fluctuations in market value than other asset classes as a result of such factors as a company’s business
performance, investor perceptions, stock market trends and general economic conditions. During some periods, the
securities of small- and mid-cap companies, as a class, have performed better than the securities of large
companies, and in some periods they have performed worse. Stocks of small- and mid-cap companies tend to be more
volatile and less liquid than stocks of large companies. Small- and mid-cap companies, as compared with large
companies, may have a shorter history of operations, may not have as a great an ability to raise additional
capital; may have a less diversified product line, making them susceptible to market pressure; and may have a
smaller public market for their shares.
Morningstar Investment Services, Inc, is a registered investment advisor and wholly owned subsidiary of
Morningstar, Inc. Morningstar® Managed PortfoliosSM is offered by Morningstar Investment Services,
Inc., a registered investment advisor, and is intended for citizens or legal residents of the United States or
its territories. This program can only be offered by a registered investment advisor or investment advisor
representative. Morningstar Investment Services is not affiliated with People’s Securities, Inc.
Investment and Insurance Products:
• Not Insured by FDIC or any Federal Government Agency
• Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
• May Lose Value
Investment and insurance products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A.
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