Morningstar Mutual Funds
Morningstar Funds List
1 to 9 of 9 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Morningstar Global Opportunistic Equity | MSTSX | Global Allocation | 14.95% | 8 | 0.820% | Average | Institutional | $0 | ||
Morningstar Defensive Bond | MSTBX | Short-Term Bond | — | 4.58% | 51 | 0.510% | Above Average | Institutional | $0 | |
Morningstar Alternatives | MSTVX | Multistrategy | 6.40% | 48 | 1.420% | Average | Institutional | $0 | ||
Morningstar Municipal Bond | MSTPX | Muni National Interm | — | 3.25% | 25 | 0.590% | Above Average | Institutional | $0 | |
Morningstar Global Income | MSTGX | Global Allocation | 7.23% | 84 | 0.740% | Below Average | Institutional | $0 | ||
Morningstar International Equity | MSTFX | Foreign Large Blend | 10.62% | 77 | 1.000% | High | Institutional | $0 | ||
Morningstar Multisector Bond | MSTMX | Multisector Bond | 6.40% | 49 | 0.790% | Above Average | Institutional | $0 | ||
Morningstar Total Return Bond | MSTRX | Intermediate Core Bond | 3.32% | 78 | 0.540% | Above Average | Institutional | $0 | ||
Morningstar US Equity | MSTQX | Large Blend | 17.94% | 72 | 0.850% | Above Average | Institutional | $0 |
Morningstar Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank