Morningstar Global Opportunistic Equity Fund
MSTSX
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
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
--
1-Month High
--
52-Week Low
-- - --
52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Morningstar
Manager/Tenure
(Years)
(Years)
Bertrand Cliquet (6), Matthew Landy (6), John Mulquiney (6), 3 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 over a full market cycle. In seeking long-term capital appreciation over a full market cycle, the fund has significant flexibility and invests predominantly in equities across asset classes and geographies according to the portfolio management team's assessment of their valuations and fundamental characteristics. It invests in equity securities, which may include common stocks and real estate investment trusts (REITs). The fund may invest in companies of any size from any country, including emerging markets.