The Morningstar Basic market assumptions are selected by default for each new plan. You can either change the market assumptions or create a new set of market assumptions from scratch.
Note: Market Assumptions can be changed manually even after the plan is saved.
On the Market Assumptions screen, do the following:
The default market assumptions selected in your planning settings appear. To select another set of asset classes, click Change Assumptions above the grid. The Change Market Assumptions dialog opens. Select Morningstar Consolidated or Morningstar Expanded and click OK or click New to create a custom market assumption.
Uncheck the boxes of any asset classes you do not want to include in the Efficient Frontier and Wealth Forecast.
Click Next.