Model Portfolios for Savers and Retirees
Morningstar director of personal finance Christine Benz has developed a series of hypothetical portfolios for savers and retirees.
Mutual Funds
ETFs
For Minimalists
By Fund Family
- Model Retirement-Saver Portfolios for Vanguard Investors
- Tax-Efficient Saver Portfolios for Vanguard Investors
- Retirement Saver Portfolios for Fidelity Investors
- Tax-Efficient Saver Portfolios for Fidelity Investors
- Retirement Saver Portfolios for Schwab Supermarket Investors
- Tax-Efficient Retirement Saver Portfolios for Schwab Supermarket Investors
- Model Retirement Saver Portfolios for T. Rowe Price Investors
- Tax-Efficient Retirement Saver Portfolios for T. Rowe Price Investors
Learn the philosophy behind these strategic ETF and mutual fund portfolios for investors who are accumulating assets for retirement in Morningstar’s Retirement Saver Portfolios.
Disclaimer
These portfolios are offered as general examples for investors’ reference. These portfolios are not personalized recommendations, nor are they investable products offered by Morningstar.