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The Model Portfolio Landscape in 6 Charts

Illuminating the rising popularity of model portfolios.

Service fee arrangementDimensional fund advisorCapital groupWilshire associatesPortfolio landscapeMorningstar analyst ratingEnd advisorsRichard bernstein advisorsModel portfolio offerings continuesAllocation models remain dominantAre seeing pickupFidelity core bondFidelity core plus bondCosts remainClean shareMorningstar categories

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