Direct index portfolios based on Morningstar asset allocation and core beta indexes are included in SAM's base offering at no additional cost.
For an additional fee, SAM clients will have access to direct index portfolios based on the Morningstar Wide Moat Focus Indexes, which target a select group of "wide moat" companies. SAM clients choosing to work with Morningstar indexes receive all of SAM’s standard customization and tax management options, including tax-sensitive transition, year-round loss harvesting, ongoing tax loss harvesting, asset allocation and product choice customization, ESG and faith-based screens, security constraints, and custom cash management.