Why would I use Morningstar Next versus doing it myself?


Confident, time-rich investors could build, manage and construct a portfolio themselves, and they’d likely avoid some of the fees associated with investing with Morningstar Next.

For many people though, the hassle and stress of selecting, managing and monitoring their investments isn’t worth the small saving. Instead, these investors prefer to invest their time elsewhere. Other investors simply don’t possess an interest in or aptitude for managing an investment portfolio themselves.

By choosing Morningstar Next investors are able to partner with Morningstar’s experienced and talented investment team, enabling them to invest on their behalf.

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