MSTQX – Morningstar US Equity Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund will normally invest at least 80% of its assets in equity securities of U.S.-based companies, and may invest up to 100% of its assets in such securities. It seeks to provide broad U.S. equity exposure across market capitalizations and investment styles and has the flexibility to invest in large-cap, mid-cap, and small-cap common stocks across the growth and value style spectrum.

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
MSTQX	Morningstar U.S. Equity Fund	Institutional	Open		—	Nov 2, 2018	$1.91B	0.800%	Above Average	$0	−$107.79M

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