Morningstar Managed Portfolios ETF Strategies

Morningstar® Managed PortfoliosSM ETF Strategies* offer convenient exposure to specific segments of the capital markets, instant diversification within each segment tracked, and cost and tax efficiencies typically associated with index funds. Exchange traded funds are popular investment vehicles for those seeking lower-cost portfolios with tax benefits. ETFs track a market index such as the S&P 500 or Morningstar U.S. Market Index. Like an open-end index mutual fund, ETFs are pooled investment fund vehicles that track the underlying value of the securities in the indexes they are designed to match. But unlike open-end funds that are priced and traded once a day, ETFs trade on the major exchanges like individual stocks and can be bought and sold throughout the day at various prices.

PDF Download Morningstar's Managed Portfolios ETF Strategies brochure for more information.

 

*ETFs, like all investments, carry certain risks that may adversely affect their net asset value, market price, and/or performance. An ETF's net asset value (NAV) will fluctuate in response to market activity. Because ETFs are traded throughout the day and the price is determined by market forces, the market price you pay for an ETF may be more or less than the net asset value. Because ETFs are not actively managed, their value may be affected by a general decline in the U.S. market segments relating to their underly­ing indexes. Similarly, an imperfect match between an ETF's holdings and those of its underlying index may cause its performance to not match the performance of its underlying index. Like other concentrated investments, an ETF with concentrated holdings may be more vulnera­ble to specific economic, political, or regulatory events than an ETF that mirrors the general U.S. market.

The indices noted are unmanaged and cannot be directly invested in.

Mercer Securities is a division of MMC Securities Corp., a registered broker-dealer and investment advisor, member FINRA/SIPC, and provides brokerage and advisory services in connection with the Morningstar Managed Portfolios Program.

©2010 Morningstar Investment Services, Inc. All rights reserved. Morningstar Investment Services is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Managed Portfolios is offered by Morningstar Investment Services, and is intended for citizens or legal residents of the United States or its territories. This program can only be offered by a registered investment advisor or investment advisor representative. Morningstar Investment Services, Inc. is not affiliated with Mercer Securities.

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Before investing, consider the investment options’ or funds’ investment objectives, risks, charges and expenses. Please call 1-800-685-6474 or visit your plan’s website for an offering statement or for a fund prospectus and, if available, a summary prospectus containing this and other information. Read it carefully.

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Mercer Securities Retirement Specialists are Registered Representatives of Mercer Securities.

Mercer HR Services, LLC and MMC Securities Corp. are affiliates of and owned by Marsh & McLennan Companies, Inc. and are not affiliated with Pershing LLC.

Mercer Securities
A division of MMC Securities Corp., Member FINRA/SIPC.