Morningstar Total Return Fund Quote

MSTRX Fund  USD 8.87  0.02  0.23%   


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Odds Of Distress

Less than 17

Morningstar Total is trading at 8.87 as of the 13th of July 2024; that is 0.23 percent increase since the beginning of the trading day. The fund's open price was 8.85. Morningstar Total has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Morningstar Total Return are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of June 2024 and ending today, the 13th of July 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

  0.98MSTBX Morningstar DefensivePairCorr
  0.83MSTGX Morningstar Global IncomePairCorr
  0.92MSTPX Morningstar MunicipalPairCorr
  0.92MSTMX Morningstar MultisectorPairCorr
  0.8MSTSX Morningstar UnconstrainedPairCorr

Morningstar Mutual Fund Highlights

Fund ConcentrationMorningstar Funds, Large Funds, Intermediate Core Bond Funds, Intermediate Core Bond, Morningstar (View all Sectors)
Update Date30th of June 2024
Morningstar Total Return [MSTRX] is traded in USA and was established 13th of July 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 0.06% with the current yeild of 0.0%, while the total return for the last 3 years was -3.75%.
Check Morningstar Total Probability Of Bankruptcy

Instrument Allocation

Top Morningstar Total Return Mutual Fund Constituents

BATAXBlackrock Allocation TargetMutual FundShort-Term Bond
SCHPSchwab TIPS ETFEtfInflation-Protected Bond
SCHRSchwab Intermediate Term TreasuryEtfIntermediate Government
VGLTVanguard Long Term TreasuryEtfLong Government
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Morningstar Total Return Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Morningstar Total market risk premium is the additional return an investor will receive from holding Morningstar Total long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Morningstar Total. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Morningstar Total's alpha and beta are two of the key measurements used to evaluate Morningstar Total's performance over the market, the standard measures of volatility play an important role as well.

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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