Portfolio Review: Morningstar Retiree ETF Portfolio Benefits From Recent Recovery
This plan uses the funds in a moderate ETF portfolio for retirees proposed by Morningstar. The original portfolio consists of the following ETFs: In-Retirement Portfolio: Moderate Holding Allocation % Vanguard Mega Cap 300 Index (MGC) 20 Vanguard Mid Cap ETF (VO) 7 Vanguard Small Cap ETF (VB) 3 iShares MSCI EAFE Index (EFA) 7 Vanguard Emerging Markets [...]
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