In the left navigation pane, open either the Investment Planning or Workspace tab, and then select Model Portfolios, Static Models or Variable Models.
Select the model portfolio you want to copy by checking the box to the left of the model portfolio name.
From the Action menu, point to Edit, then click Copy. The Copy Model dialog box opens.
In the New Model Name box, type in a new model portfolio name.
Click OK. You are returned to the models grid, and your copied model is listed.
Note: You cannot copy Morningstar-created Sample Portfolios