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 0.79%, holding 275 positions across sectors including Financials, Information Technology, Real Estate. Inception date: 2018-11-02.

MSTSX performance shows a YTD return of 11.14%. The 1-year return is 11.74% and the 5-year return is 8.65%. MSTSX dividend yield stands at 10.65%, paid annually.

MSTSX top holdings include Vanguard Total Stock Market ETF (12.3%), Fidelity Info Tech ETF (7.2%), Schwab Fundamental Emerging Markets Large Company Index ETF (6.7%), Vanguard Communication Services ETF (5.4%), Ishares Global Consumer Staples ETF (4.1%). 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.