Morningstar Equity Fund Quote

MSTQX Fund  USD 12.36  0.11  0.88%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Morningstar is trading at 12.36 as of the 20th of March 2025; that is 0.88 percent decrease since the beginning of the trading day. The fund's open price was 12.47. Morningstar has about a 23 % 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 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
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. More on Morningstar Equity

Moving together with Morningstar Mutual Fund

  0.99VTSAX Vanguard Total StockPairCorr
  0.99VFIAX Vanguard 500 IndexPairCorr
  0.99VTSMX Vanguard Total StockPairCorr
  0.89VITSX Vanguard Total StockPairCorr
  0.89VSMPX Vanguard Total StockPairCorr
  0.89VSTSX Vanguard Total StockPairCorr

Morningstar Mutual Fund Highlights

Fund ConcentrationLarge Blend, Morningstar, Large Blend, Large Blend (View all Sectors)
Update Date31st of March 2025
Morningstar Equity [MSTQX] is traded in USA and was established 20th of March 2025. The fund is listed under Large Blend category and is part of Morningstar family. This fund now has accumulated 923.97 M in assets with no minimum investment requirementsMorningstar Equity is currently producing year-to-date (YTD) return of 0.47% with the current yeild of 0.01%, while the total return for the last 3 years was 10.7%.
Check Morningstar Probability Of Bankruptcy

Instrument Allocation

Top Morningstar Equity Mutual Fund Constituents

JPMJPMorgan Chase CoStockFinancials
XLEEnergy Select SectorEtfEquity Energy
VHTVanguard Health CareEtfHealth
VFHVanguard Financials IndexEtfFinancial
VDCVanguard Consumer StaplesEtfConsumer Defensive
VVisa Class AStockFinancials
TMOThermo Fisher ScientificStockHealth Care
RTXRaytheon Technologies CorpStockIndustrials
More Details

Morningstar Equity Risk Profiles

Morningstar Against Markets

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.
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum