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.

Related Information


Disclaimer


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.

Business Continuity Plan | Commission & Fee Schedule | Margin Disclosure | Financial Statement | Cost Sharing Arrangements | Order Routing Disclosure | Day Trading Disclosure | BrokerCheck

JOIN OUR NEWSLETTER