Morningstar Total Return Fund Quote

MSTRX Fund  USD 8.81  0.04  0.45%   

Performance

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Odds Of Distress

Less than 22

 
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Morningstar Total is trading at 8.81 as of the 17th of December 2024; that is 0.45 percent decrease since the beginning of the trading day. The fund's open price was 8.85. Morningstar Total has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of April 2024 and ending today, the 17th of December 2024. Click here to learn more.
The fund will normally invest at least 80 percent of its assets in debt securities of varying maturity, duration, and quality. It invests primarily in investment-grade fixed-income securities. The fund may also invest up to 20 percent of its 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.. More on Morningstar Total Return

Moving together with Morningstar Mutual Fund

  0.97MSTBX Morningstar DefensivePairCorr
  0.66MSTFX Morningstar InternationalPairCorr
  0.68MSTGX Morningstar Global IncomePairCorr
  0.84MSTMX Morningstar MultisectorPairCorr

Moving against Morningstar Mutual Fund

  0.76KMKCX Kinetics Market OppoPairCorr
  0.59MSTQX Morningstar EquityPairCorr

Morningstar Mutual Fund Highlights

Fund ConcentrationMorningstar Funds, Large Funds, Intermediate Core Bond Funds, Intermediate Core Bond, Morningstar (View all Sectors)
Update Date31st of December 2024
Morningstar Total Return [MSTRX] is traded in USA and was established 17th of December 2024. Morningstar Total is listed under Morningstar category by Fama And French industry classification. The fund is listed under Intermediate Core Bond category and is part of Morningstar family. This fund now has accumulated 500.95 M in assets with no minimum investment requirementsMorningstar Total Return is currently producing year-to-date (YTD) return of 1.76% with the current yeild of 0.04%, while the total return for the last 3 years was -3.25%.
Check Morningstar Total Probability Of Bankruptcy

Instrument Allocation

Top Morningstar Total Return Mutual Fund Constituents

BATAXBlackrock Allocation TargetMutual FundMiscellaneous Fixed Income
SCHPSchwab TIPS ETFEtfInflation-Protected Bond
SCHRSchwab Intermediate Term TreasuryEtfIntermediate Government
VGLTVanguard Long Term TreasuryEtfLong Government
More Details

Morningstar Total Return Risk Profiles

Morningstar Total Against Markets

Other Information on Investing in Morningstar Mutual Fund

Morningstar Total 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 Total security.
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