Portfolio Description

The Morningstar ETF Asset Allocation Series consists of five risk-based asset allocation portfolios that invest in ETFs. The objective of each Portfolio is to provide disciplined, diversified access to a variety of asset classes that is consistent with an investor's risk profile and investment time horizon.

Morningstar ETF Asset Allocation Portfolios Expand The Efficient Frontier

Efficient Frontier

Benefits of Asset Allocation Using ETFs

  • Diversification - instant exposure to a variety of asset classes
  • Transparency - exact understanding of the underlying securities
  • Low Expense Ratios - allow for a fully-allocated portfolio at a similar cost to a single asset class fund
  • Flexibility - high liquidity enables fast, easy moves among asset classes

Investment Process

Investment Process

A Solution-based Partnership


  • Serves as Advisor to the Portfolios and market leader in ETF distribution
  • 20 years of experience in the ETF industry


  • Sub-Advisor and market leader in Asset Allocation
  • Provides day-to-day management of Portfolios
  • Over 36 years of experience providing real asset allocation solutions
  • Trusted name and track record in the investment community