Morningstar ETFInvestor scans the globe for value and improving fundamentals across virtually all asset classes. Editor Ben Johnson
draws upon academic and practitioner research — including Morningstar's sizeable bench of stock, bond and fund analysts —
to find reliable drivers of outperformance.
Morningstar ETFInvestor features five model portfolios.
The Basic Portfolio harnesses the market's collective wisdom with ultra-low-cost funds and is the baseline portfolio against which the
three other portfolios will be compared.
The Defensive Portfolio aims to provide lower volatility, better downside protection, and better risk-adjusted performance than the
basic portfolio over the long-term.
The Factor Portfolio is designed to earn higher returns than the basic portfolio over the long-term.
The Income Portfolio attempts to earn a higher distribution yield than the basic portfolio, without taking a lot more risk.
The ESG Portfolio targets firms with strong corporate governance and sustainable environmental and social practices, while offering
competitive returns and similar risk to the basic portfolio.