Several of our model portfolios and Portfolio Series funds recently received analyst ratings from Morningstar.
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Considering a shift from growth to value? Read our latest portfolio construction insights on why it may be time to rethink the growth-versus-value framework.
Read our latest portfolio construction insights on trends in the average professionally managed portfolio and navigating market rotations.
Many professionally managed portfolios have limited exposure to dividend payers. Reconsider your income allocations.
Here’s what our PC team found and why we encourage financial professionals to take a more flexible approach.
The Capital Group Portfolio Consulting and Analytics group has offered more than 11,000 customized analyses and reports to help advisors’ clients reach their goals. Add our team to yours.
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