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 7.33%. The 1-year return is 12.35% and the 5-year return is 5.10%. MSTGX dividend yield stands at 4.77%, paid monthly.

MSTGX top holdings include Vanguard Long-term Treasury ETF (7.0%), Vanguard Total International Bond ETF (6.6%), Fwdp 2Y Rtr 2.910000 24-Jun-2027 (4.1%), Vanguard Intermediate-Term Government Bond ETF (2.8%), Schwab Us Reit ETF (1.9%). Go to all MSTGX holdings, MSTGX sectors, or MSTGX dividends.

MSTGX can be compared against other funds. Use MSTGX overlap to find shared positions, or MSTGX vs another fund for a side-by-side view. MSTGX alternatives are available via the screener, along with tax-loss harvesting opportunities.