MSTSX Mutual Fund

MSTSX Mutual Fund (Morningstar Global Opportunistic Equity Fund Institutional Class) is managed by Morningstar with $211.7M in net assets. MSTSX expense ratio is 0.81%, holding 311 positions across sectors including Financials, Information Technology, Real Estate. Inception date: 2018-11-02.

MSTSX performance shows a YTD return of 10.05%. The 1-year return is 17.44% and the 5-year return is 8.75%. MSTSX dividend yield stands at 10.75%, paid annually.

MSTSX top holdings include Vanguard Total Stock Market ETF (13.3%), Northern Inst Fds Liq Aset Portf (9.8%), Schwab Fundamental Emerging Markets Large Company Index ETF (7.1%), Fidelity Info Tech ETF (7.0%), Vanguard Communication Services ETF (4.5%). Go to all MSTSX holdings, MSTSX sectors, or MSTSX dividends.

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