|Expense Ratio (net)||0.32%|
|Category||Foreign Large Growth|
|Last Cap Gain||0.00|
|Morningstar Risk Rating||High|
|Beta (3Y Monthly)||1.09|
|5y Average Return||N/A|
|Average for Category||N/A|
|Inception Date||Aug 13, 2001|
There are 66 long-term portfolios in all, designed to suit investors with varying proximities to retirement and preferences. There are portfolios composed of traditional mutual funds as well as exchange-traded funds. Given all of those variations--and especially the fact that their asset allocations vary so widely--it's no surprise that their performance varied, too.
A version of this article originally appeared in the May 2018 issue of Morningstar FundInvestor. Over the course of a year, I share a lot of investment ideas. I can't invest in all of them, though, so I thought I'd take some time to share what I actually own.