This new application identifies a list of mutual funds that best meet an investor's target portfolio characteristics. It simplifies investing so people don't have to make financial decisions in the dark. Our new tool helps eliminate the guesswork of building well-diversified portfolios.
Investors choose the universe of holdings from which to build or rebalance their portfolios.
This configuration can be an existing portfolio or a selection of more than 100 mutual funds chosen by Morningstar fund analysts. Also, investors can add specific stocks or funds to be considered in the new portfolios. Finally, if investors are rebalancing an existing portfolio, they may opt to maintain any of its holdings for tax or other reasons. The tool will readjust the portfolio with those positions in the mix. With Portfolio Allocator, investors can rely on unbiased information from Morningstar to help them design and build portfolios that help them meet their financial goals.