CORE | Morningstar

Here you'll find Morningstar reports for our Core Equity and Fixed Income composites. Click on each to expand, and find copies attached. Please note that equity and tax-sensitive equity composites are the same. 

Below are the equity and fixed income composites.

Below are the tax-sensitive equity and fixed income composites.

Please keep in mind that all model-related data reflect historical performance of the current models, not necessarily how accounts were invested in the past.  Thus, the content may not represent clients’ portfolio or experience.