Morningstar Total Return Fund Quote

MSTRX Fund  USD 8.89  0.01  0.11%   

Performance

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Odds Of Distress

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Low
Morningstar Total is trading at 8.89 as of the 22nd of March 2025; that is 0.11 percent increase since the beginning of the trading day. The fund's open price was 8.88. Morningstar Total has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The investment seeks to maximize total return while also generating income and preserving capital. Morningstar Total is traded on NASDAQ Exchange in the United States. More on Morningstar Total Return

Moving together with Morningstar Mutual Fund

  0.97MSTBX Morningstar DefensivePairCorr
  0.87MSTFX Morningstar InternationalPairCorr
  0.67MSTGX Morningstar Global IncomePairCorr
  0.76MSTPX Morningstar MunicipalPairCorr
  0.91MSTMX Morningstar MultisectorPairCorr

Moving against Morningstar Mutual Fund

  0.79SMPIX Semiconductor UltrasectorPairCorr
  0.77SMPSX Semiconductor UltrasectorPairCorr
  0.44MSTQX Morningstar EquityPairCorr

Morningstar Mutual Fund Highlights

Fund ConcentrationMorningstar Funds, Large Funds, Intermediate Core Bond Funds, Intermediate Core Bond, Morningstar (View all Sectors)
Update Date31st of March 2025
Morningstar Total Return [MSTRX] is traded in USA and was established 22nd of March 2025. 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 1.29% with the current yeild of 0.04%, while the total return for the last 3 years was -0.39%.
Check Morningstar Total Probability Of Bankruptcy

Instrument Allocation

Top Morningstar Total Return Mutual Fund Constituents

BATAXBlackrock Allocation TargetMutual FundMiscellaneous Fixed Income
SCHPSchwab TIPS ETFEtfInflation-Protected Bond
SCHRSchwab Intermediate Term TreasuryEtfIntermediate Government
VGLTVanguard Long Term TreasuryEtfLong Government
More Details

Morningstar Total Return Risk Profiles

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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