MSTQX Mutual Fund
MSTQX Mutual Fund
Morningstar US Equity Fund Institutional Class
MSTQX Mutual Fund Overview
MSTQX Mutual Fund (Morningstar US Equity Fund Institutional Class) is managed by Morningstar with $1.43B in net assets. MSTQX expense ratio is 0.85%, holding 533 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2018-11-02.
MSTQX performance shows a YTD return of 5.00%. The 1-year return is 12.59% and the 5-year return is 9.29%. MSTQX dividend yield stands at 18.49%, paid annually.
MSTQX top holdings include Nvidia Corp. (2.6%), Spdr Portfolio Small Cap ETF (1.4%), Spdr S&P 600 Sma (1.4%), Amazon.Com Inc (1.4%), Microsoft Corp 4.100 Feb 06 37 (1.3%). View all MSTQX holdings, sector breakdown, or dividend history.
MSTQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MSTQX alternatives are available via the screener, along with tax-loss harvesting opportunities.