MSTGX – Morningstar Global Income Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks current income and long-term capital appreciation. The Advisor generally expects to invest at least 20% (or, if market conditions are unfavorable, at least 10%) of assets in securities of issuers domiciled outside of the United States and may invest up to 100% of its assets in such securities. It invests in income-generating equity securities, which may include common stocks, preferred stocks, real estate investment trusts (REITs), and master limited partnerships (MLPs). The fund may invest in companies of any size from any country, including emerging markets.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MSTGX	Morningstar Global Income Fund	Institutional	Open		—	Nov 2, 2018	$136.86M	0.750%	Above Average	$0	−$8.34M

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