MSTVX – Morningstar Alternatives Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks long-term capital appreciation and low sensitivity to traditional U.S. asset classes. The fund will normally invest in both U.S. and non‑U.S. securities, including securities of companies located in emerging markets. The fund may invest in non‑U.S. dollar denominated investments, including investments denominated in European and Asian currencies and in other non‑U.S. and emerging market currencies.

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
MSTVX	Morningstar Alternatives Fund	Institutional	Open		—	Nov 2, 2018	$241.86M	1.170%	Below Average	$0	$13.33M

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