Morningstar Valuation
| MSTQX Fund | USD 14.65 0.15 1.03% |
At this time, the fund appears to be fairly valued. Morningstar Equity secures a last-minute Real Value of $14.49 per share. The latest price of the fund is $14.65. 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.
Fairly Valued
Today
Please note that Morningstar's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Morningstar Equity secures a last-minute Real Value of $14.49 per share. The latest price of the fund is $14.65. 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 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Morningstar Mutual Fund. However, Morningstar'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 14.65 | Real 14.49 | Hype 14.65 |
The intrinsic value of Morningstar'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'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 more accurately as focusing exclusively on Morningstar's fundamentals will not take into account other important factors: About Morningstar Valuation
Our relative valuation model uses a comparative analysis of Morningstar. We calculate exposure to Morningstar's market risk, different technical and fundamental indicators, and relevant financial multiples and ratios and then compare them to those of Morningstar's related companies.The fund will normally invest at least 80 percent of its assets in equity securities of U.S.-based companies, and may invest up to 100 percent 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 , master limited partnerships and non-U.S. companies.
Other Information on Investing in Morningstar Mutual Fund
Morningstar 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 security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |