MSTQX Mutual Fund

MSTQX Mutual Fund (Morningstar US Equity Fund Institutional Class) is managed by Morningstar with $1.43B in net assets. MSTQX expense ratio is 0.85%, holding 533 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2018-11-02.

MSTQX performance shows a YTD return of 7.42%. The 1-year return is 13.74% and the 5-year return is 9.69%. MSTQX dividend yield stands at 18.07%, paid annually.

MSTQX top holdings include Nvidia Corp. (2.6%), Spdr Portfolio Small Cap ETF (1.4%), Spdr S&P 600 Sma (1.4%), Amazon.Com Inc (1.4%), Microsoft Corp (1.3%). Go to all MSTQX holdings, MSTQX sectors, or MSTQX dividends.

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