Top model portfolios and SMAs in 2022
8. Morningstar Growth Model
One-year return: 34.07%Expense ratio: 0.79%
AUA or AUM: $297.32 million
Category: Allocation – 50% to 70% equity
Sharpe Ratio: 0.81% Provider: Morningstar
One-year return: 34.07%Expense ratio: 0.79%
AUA or AUM: $297.32 million
Category: Allocation – 50% to 70% equity
Sharpe Ratio: 0.81% Provider: Morningstar