Morningstar Global Income Fund
MSTGX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
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Forward Dividend Yield
Price
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NAV
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52-Week High
Company Information
Provider
Morningstar
Manager/Tenure
(Years)
(Years)
James P. Cullen (6), Rahul D. Sharma (6), Ricky M. Williamson (4), 5 others
Address
Morningstar
Chicago IL - 60602
Chicago IL - 60602
Country
United States
Phone Number
877-626-3324
Investment Strategy
The investment seeks current income and long-term capital appreciation. The Advisor generally expects to invest at least 20% (or, if market conditions are unfavorable, at least 10%) of assets in securities of issuers domiciled outside of the United States and may invest up to 100% of its assets in such securities. It invests in income-generating equity securities, which may include common stocks, preferred stocks, real estate investment trusts (REITs), and master limited partnerships (MLPs). The fund may invest in companies of any size from any country, including emerging markets.