MSTVX Mutual Fund (Morningstar Alternatives Fund Institutional Class) is managed by Morningstar with $295.8M in net assets. MSTVX expense ratio is 1.39%, holding 2552 positions across sectors including Other, Financials, Health Care. Inception date: 2018-11-02.

MSTVX performance shows a YTD return of 1.41%. The 1-year return is 4.28% and the 5-year return is 3.81%. MSTVX dividend yield stands at 3.36%, paid annually.

MSTVX top holdings include Sold BRL Bought USD 20260702 (16.8%), Northern Institutional Treasury Portfolio (4.8%), Us T-Note 5Yr (3.1%), Allison Transmission, Inc. 5.875% 12/1/2033 (2.3%), CyberArk Software Ltd. Shs (1.4%). View all MSTVX holdings, sector breakdown, or dividend history.

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