Morningstar Equity Fund Manager Performance Evaluation
| MSTQX Fund | USD 12.23 0.20 1.66% |
The fund secures a Beta (Market Risk) of 0.86, which conveys possible diversification benefits within a given portfolio. Morningstar Equity returns are very sensitive to returns on the market. As the market goes up or down, Morningstar Equity is expected to follow.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Morningstar Equity are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Morningstar Equity showed solid returns over the last few months and may actually be approaching a breakup point.
...moreMorningstar |
Morningstar Equity Relative Risk vs. Return Landscape
If you would invest 961.00 in Morningstar Equity on November 8, 2025 and sell it today you would earn a total of 262.00 from holding Morningstar Equity or generate 27.26% return on investment over 90 days. Morningstar Equity is currently producing 0.4384% returns and takes up 3.1417% volatility of returns over 90 trading days. Put another way, 28% of traded mutual funds are less volatile than Morningstar, and 92% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Morningstar Equity Current Valuation
Undervalued
Today
Please note that Morningstar Equity's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Morningstar Equity secures a last-minute Real Value of $12.74 per share. The latest price of the fund is $12.23. We determine the value of Morningstar Equity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Morningstar Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Morningstar Mutual Fund. However, Morningstar Equity's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 12.23 | Real 12.74 | Hype 12.03 | Naive 12.51 |
The intrinsic value of Morningstar Equity's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Morningstar Equity's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Morningstar Equity helps investors to forecast how Morningstar mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Morningstar Equity more accurately as focusing exclusively on Morningstar Equity's fundamentals will not take into account other important factors: Morningstar Equity Target Price Odds to finish over Current Price
The tendency of Morningstar Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 12.23 | 90 days | 12.23 | about 16.81 |
Based on a normal probability distribution, the odds of Morningstar Equity to move above the current price in 90 days from now is about 16.81 (This Morningstar Equity probability density function shows the probability of Morningstar Mutual Fund to fall within a particular range of prices over 90 days) .
Morningstar Equity Price Density |
| Price |
Predictive Modules for Morningstar Equity
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Morningstar Equity. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Morningstar Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Morningstar Equity is not an exception. The market had few large corrections towards the Morningstar Equity's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Morningstar Equity, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Morningstar Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.36 | |
β | Beta against Dow Jones | 0.86 | |
σ | Overall volatility | 1.30 | |
Ir | Information ratio | 0.11 |
Morningstar Equity Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Morningstar Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Morningstar Equity can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Morningstar Equity had very high historical volatility over the last 90 days | |
| The fund maintains 98.61% of its assets in stocks |
Morningstar Equity Fundamentals Growth
Morningstar Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Morningstar Equity, and Morningstar Equity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Morningstar Mutual Fund performance.
| Total Asset | 1.71 B | ||||
About Morningstar Equity Performance
Evaluating Morningstar Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Morningstar Equity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Morningstar Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will normally invest at least 80 percent of its assets in equity securities of U.S. Morningstar is traded on NASDAQ Exchange in the United States.Things to note about Morningstar Equity performance evaluation
Checking the ongoing alerts about Morningstar Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Morningstar Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Morningstar Equity had very high historical volatility over the last 90 days | |
| The fund maintains 98.61% of its assets in stocks |
- Analyzing Morningstar Equity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Morningstar Equity's stock is overvalued or undervalued compared to its peers.
- Examining Morningstar Equity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Morningstar Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Morningstar Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Morningstar Equity's mutual fund. These opinions can provide insight into Morningstar Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Morningstar Mutual Fund
Morningstar Equity 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 Equity security.
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