MSTSX Mutual Fund (Morningstar Global Opportunistic Equity Fund Institutional Class) is managed by Morningstar with $211.7M in net assets. MSTSX expense ratio is 0.81%, holding 311 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2018-11-02.

MSTSX performance shows a YTD return of 5.53%. The 1-year return is 11.93% and the 5-year return is 7.81%. MSTSX dividend yield stands at 11.22%, paid annually.

MSTSX top holdings include Vanguard Total Stock Market ETF (13.3%), Northern Inst Fds Liq Aset Portf (9.8%), Schwab Fundamental Emerging Markets Large Company Index ETF (7.1%), Fidelity Info Tech ETF (7.0%), Vanguard Communication Services ETF (4.5%). View all MSTSX holdings, sector breakdown, or dividend history.

MSTSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MSTSX alternatives are available via the screener, along with tax-loss harvesting opportunities.