The landscape for multi-asset funds is diverse, and the many dimensions of a multi-asset investment strategy can make choosing and evaluating a portfolio that mixes stocks, bonds, and other assets challenging.
Bringing Clarity to the Multi-Asset Investment Landscape
Morningstar Multi-Asset Indexes
An Industry Leader For Over 30 Years
Morningstar has been an industry leader in asset-allocation research and holdings-based analysis for over thirty years. This deep expertise and unique intellectual property is reflected in our multi-asset index solutions, which we’ve developed to serve investors across an unprecedented range of investment goals.
Featuring the Morningstar Target Allocation Indexes
As multi-asset investing continues to grow, so does the challenge for investors. How best to select from a growing line of funds and model portfolios that incorporate professional asset allocation advice? The Morningstar Target Allocation Indexes are designed to give investors an unbiased tool for benchmarking the performance of multi-asset investments across different risk tolerances.