Morningstar U.S. Equity Fund
MSTQX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
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
Similar Funds
Performance
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90-Day Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
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NAV
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52-Week High
Company Information
Provider
Morningstar
Manager/Tenure
(Years)
(Years)
Nevin P. Chitkara (6), William E. Costello (6), Paul S. Lambert (6), 12 others
Address
Morningstar
Chicago IL - 60602
Chicago IL - 60602
Country
United States
Phone Number
877-626-3324
Investment Strategy
The investment seeks long-term capital appreciation. The fund will normally invest at least 80% of its assets in equity securities of U.S.-based companies, and may invest up to 100% of its assets in such securities. It seeks to provide broad U.S. equity exposure across market capitalizations and investment styles and has the flexibility to invest in large-cap, mid-cap, and small-cap common stocks across the growth and value style spectrum. The fund may also invest in real estate investment trusts (REITs), master limited partnerships and non-U.S. companies.