MSTMX – Morningstar Multisector Bond Investment Strategy | Morningstar

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Strategy

The investment seeks total return through a combination of current income and capital appreciation. The fund will normally invest at least 80% of its assets in debt securities (commonly referred to as "bonds") of varying maturity, duration, and quality across various sectors of the fixed-income market. Due to the opportunistic nature of its strategy, the fund may also invest up to 20% of its assets in equity securities, including common stocks and convertible securities.

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
MSTMX	Morningstar Multisector Bond Fund	Institutional	Open		—	Nov 2, 2018	$181.86M	0.790%	High	$0	−$2.95M

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