Morningstar Defensive Financial Statements From 2010 to 2025

MSTBX Fund  USD 9.72  0.01  0.10%   
Morningstar Defensive financial statements provide useful quarterly and yearly information to potential Morningstar Defensive Bond investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Morningstar Defensive financial statements helps investors assess Morningstar Defensive's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Morningstar Defensive's valuation are summarized below:
Morningstar Defensive Bond does not presently have any fundamental ratios for analysis.
Check Morningstar Defensive financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Morningstar Defensive's main balance sheet or income statement drivers, such as , as well as many indicators such as . Morningstar financial statements analysis is a perfect complement when working with Morningstar Defensive Valuation or Volatility modules.
  
This module can also supplement various Morningstar Defensive Technical models . Check out the analysis of Morningstar Defensive Correlation against competitors.

Morningstar Defensive Bond Mutual Fund Year To Date Return Analysis

Morningstar Defensive's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current Morningstar Defensive Year To Date Return

    
  0.91 %  
Most of Morningstar Defensive's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Morningstar Defensive Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

Based on the company's disclosures, Morningstar Defensive Bond has a Year To Date Return of 0.9145%. This is much higher than that of the Morningstar family and significantly higher than that of the Short-Term Bond category. The year to date return for all United States funds is notably lower than that of the firm.

Morningstar Defensive Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Morningstar Defensive's current stock value. Our valuation model uses many indicators to compare Morningstar Defensive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Morningstar Defensive competition to find correlations between indicators driving Morningstar Defensive's intrinsic value. More Info.
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Morningstar Defensive Bond is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about  315.34  of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Morningstar Defensive's earnings, one of the primary drivers of an investment's value.

About Morningstar Defensive Financial Statements

Morningstar Defensive investors use historical fundamental indicators, such as Morningstar Defensive's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Morningstar Defensive. Please read more on our technical analysis and fundamental analysis pages.
The fund will normally invest at least 80 percent of its assets in a diversified portfolio of debt securities of varying maturity, duration, and quality. Under normal conditions, the advisor intends to pursue a defensive strategy of limiting its interest-rate sensitivity by maintaining a portfolio duration of three years or less. In most market environments, the fund will not invest more than 20 percent of assets in fixed-income securities that are rated below investment grade , or if unrated, are determined by the funds subadviser to be of comparable quality.

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Other Information on Investing in Morningstar Mutual Fund

Morningstar Defensive financial ratios help investors to determine whether Morningstar Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Morningstar with respect to the benefits of owning Morningstar Defensive security.
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