MSTGX Mutual Fund

MSTGX Mutual Fund (Morningstar Global Income Fund Institutional Class) is managed by Morningstar with $210.7M in net assets. MSTGX expense ratio is 0.74%, holding 547 positions across sectors including Financials, Energy, Health Care. Inception date: 2018-11-02.

MSTGX performance shows a YTD return of 6.01%. The 1-year return is 11.07% and the 5-year return is 4.70%. MSTGX dividend yield stands at 3.55%, paid monthly.

MSTGX top holdings include Vanguard Long-term Treasury ETF (7.0%), Vanguard Total International Bond ETF (6.6%), Purchased Eur / Sold Usd (4.1%), Vanguard Intermediate-Term Government Bond ETF (2.8%), Schwab Us Reit ETF (1.9%). View all MSTGX holdings, sector breakdown, or dividend history.

MSTGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MSTGX alternatives are available via the screener, along with tax-loss harvesting opportunities.