MSTSX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Morningstar Global Opportunistic Equity (MSTSX) Ownership - Who owns Morningstar Global Opportunistic Equity?

The investment seeks long-term capital appreciation over a full market cycle... Show more

Category: #Aggressive Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

MSTSX

Net Assets

301M

Fund Existence

over 6 years

Turnover

60.00

Total Expense Ratio

0.82

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Global Aggressive Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.82

Assets in Top Ten Holdings

139M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

301M

Fund Type

OpenEnd

Index Fund

Management Fee

0.47

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

284.00

Number of Net Holdings

290.00

Number of Short Holdings

6.00

Prospectus Acquired Expense Ratio

0.08

Weighting Top Ten Holdings

52.73%

Gain YTD

3.448

Annual Yield % from dividends

2.12

Returns for 1 year

1.74

Returns for 3 years

23.46

Returns for 5 years

27.24

Returns for 10 years

N/A

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General Information

Category AggressiveAllocation

Profile

Fundamentals

Details