MENU

MSTSX Morningstar Global Opportunistic Equity Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are CVS HEALTH Corp (NYSE:CVS), eBay (NASDAQ:EBAY).

Industry description

The investment seeks long-term capital appreciation over a full market cycle. In seeking long-term capital appreciation over a full market cycle, the fund has significant flexibility and invests predominantly in equities across asset classes and geographies according to the portfolio management team's assessment of their valuations and fundamental characteristics. It invests in equity securities, which may include common stocks and real estate investment trusts (REITs). The fund may invest in companies of any size from any country, including emerging markets.

Market Cap

The average market capitalization across the Morningstar Global Opportunistic Equity MF is 32.44B. The market cap for tickers in the group ranges from 6.73B to 100.37B. CVS holds the highest valuation in this group at 100.37B. The lowest valued company is HRB at 6.73B.

Volume

The average weekly volume growth across all stocks in the Morningstar Global Opportunistic Equity MF was -5%. For the same stocks of the MF, the average monthly volume growth was -26% and the average quarterly volume growth was 25%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 36
P/E Growth Rating: 62
Price Growth Rating: 45
SMR Rating: 40
Profit Risk Rating: 43
Seasonality Score: 0 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category WorldAllocation

Profile
Fundamentals
Details
Category
Global Allocation
Address
Morningstar Funds Trust22 W. Washington StreetChicago
Phone
(312) 696-6000
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BUIMX17.300.03
+0.17%
Buffalo Mid Cap Growth Inst
MEVIX13.03N/A
N/A
Lazard Managed Equity Volatility Instl
TWCAX111.14-0.31
-0.28%
American Century Select A
NGISX16.33-0.06
-0.37%
Nationwide BNY Mellon Dyn US Core I.S
AEDAX38.11-0.21
-0.55%
Invesco EQV European Equity A

MSTSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MSTSX has been closely correlated with FWCBX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if MSTSX jumps, then FWCBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MSTSX
1D Price
Change %
MSTSX100%
-0.26%
FWCBX - MSTSX
93%
Closely correlated
-0.38%
FBCIX - MSTSX
93%
Closely correlated
-0.38%
CIBCX - MSTSX
80%
Closely correlated
-0.40%
CIRAX - MSTSX
55%
Loosely correlated
-0.38%
RIRFX - MSTSX
54%
Loosely correlated
-0.38%
More