John Mulquiney - Morningstar Unconstrained Fund Manager
| MSTSX Fund | USD 10.68 0.09 0.85% |
John P. McIntyre, CFA is Associate Portfolio ManagerSenior Research Analyst and is responsible for research and market insight. Mr. McIntyre was employed at Brandywine Global since 1998. Previously, he held positions as market strategist with McCarthy, Crisanti Maffei, Inc. senior fixed income analyst with Technical Data quantitative associate with Brown Brothers Harriman Co., and investment analyst with the Public Employee Retirement Administration of Massachusetts .
| Phone | 202-551-8090 |
Morningstar Unconstrained Management Performance (%)
Similar Money Managers
| Found 5 records | One Year Return | ||
| James Lovelace | Capital Income Builder | N/A | |
| James Lovelace | Capital Income Builder | N/A | |
| James Lovelace | Capital Income Builder | N/A | |
| James Lovelace | Capital Income Builder | N/A | |
| James Lovelace | Capital Income Builder | N/A | |
Morningstar Unconstrained Leadership Team
Elected by the shareholders, the Morningstar Unconstrained's board of directors comprises two types of representatives: Morningstar Unconstrained inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Morningstar. The board's role is to monitor Morningstar Unconstrained's management team and ensure that shareholders' interests are well served. Morningstar Unconstrained's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Morningstar Unconstrained's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Edward Fane, Fund Manager | ||
| John Mulquiney, Fund Manager |
Morningstar Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Morningstar Unconstrained a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Market Capitalization | 50.36 M | |||
| Total Asset | 215.11 M | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 0.77 % | |||
| One Year Return | 10.06 % | |||
| Three Year Return | 3.79 % | |||
| Five Year Return | 6.96 % | |||
| Net Asset | 116.1 M | |||
| Holdings Turnover | 269.00 % | |||
| Cash Position Weight | 14.28 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Morningstar Unconstrained in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Morningstar Unconstrained's short interest history, or implied volatility extrapolated from Morningstar Unconstrained options trading.
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