الأربعاء, 22 أيلول/سبتمبر 2021 17:39

The Top 15 Model Portfolios, 15-11 ranked

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Firstly, some good news for advisors, Morningstar has announced it is doubling its analyst coverage of models next year from a current 250. Within that coverage, advisors can also find the top 15 models according to Morningstar. Here are those ranked 15-11. Number 15: T. Rowe Price Active, number 14: Dimensional Tax-Sensitive, number 13: Dimensional Core Wealth, number 12: Fidelity Target Allocation Index-Focused, number 11: BlackRock Target Allocation Tax-Aware ETF.


FINSUM: A nice diverse group of models with a lot of different focus areas. Great start for further research.

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