Morningstar Partnership
- Low-cost access to investment grade corporate bonds with defined maturity dates.
- Provide exposure to diversified portfolios of bonds and allow investors to avoid concentration issues with selecting individual bonds.
- Offer an easier way to build and maintain bond ladders.
- Combining powerful, objective stock analysis with veteran portfolio management expertise, these portfolios seek to outperform the S&P 500 Index using a well-defined and disciplined approach to stock-picking.