New Model Portfolio

1. In the Model Name box, type the model portfolio name.  

2. You can map an asset allocation to this model portfolio. In the Mapped Asset Allocation box, click the magnifying glass icon. The Find Asset Allocation box will open. Find the desired asset allocation and click OK.

3. In the Benchmark line, assign the model portfolio's benchmark. The default benchmark is Morningstar U.S. Value.

4. Click Next. The Model Portfolio/Holdings Entry box will open.