Morningstar Funds List | Morningstar

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Morningstar Funds List

Share Class Type

1 to 9 of 9 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Morningstar Global Opportunistic Equity	MSTSX	Global Allocation			3.18%	29	0.890%	Average	Institutional	—
Morningstar Defensive Bond	MSTBX	Short-Term Bond		—	0.12%	72	0.510%	Above Average	Institutional	—
Morningstar Alternatives	MSTVX	Multistrategy			1.20%	90	1.360%	Average	Institutional	—
Morningstar Global Income	MSTGX	Global Allocation			1.08%	71	0.750%	Below Average	Institutional	—
Morningstar Municipal Bond	MSTPX	Muni National Interm		—	−0.45%	16	0.590%	Above Average	Institutional	—
Morningstar International Equity	MSTFX	Foreign Large Blend			1.28%	89	1.000%	High	Institutional	—
Morningstar Total Return Bond	MSTRX	Intermediate Core Bond			−3.10%	81	0.540%	Above Average	Institutional	—
Morningstar US Equity	MSTQX	Large Blend			5.90%	69	0.850%	Above Average	Institutional	—
Morningstar Multisector Bond	MSTMX	Multisector Bond			−1.76%	84	0.800%	Above Average	Institutional	—

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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