Morningstar Funds List | Morningstar

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Morningstar Mutual Funds List

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Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return YTD	Total Return Rank in Category (Day End) YTD, Day End	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Morningstar Global Income Fund	MSTGX	Global Moderately Conservative Allocation			5.39%	22	0.750%	Above Average	Institutional	$0
Morningstar Multisector Bond Fund	MSTMX	Multisector Bond			−0.27%	39	0.790%	High	Institutional	$0
Morningstar Municipal Bond Fund	MSTPX	Muni National Interm		—	−2.15%	15	0.580%	Above Average	Institutional	$0
Morningstar Defensive Bond Fund	MSTBX	Short-Term Bond		—	−0.31%	83	0.510%	Above Average	Institutional	$0
Morningstar Global Opportunistic Equity Fund	MSTSX	Global Large-Stock Blend			9.93%	63	0.790%	Below Average	Institutional	$0
Morningstar U.S. Equity Fund	MSTQX	Large Blend			9.29%	77	0.800%	Above Average	Institutional	$0
Morningstar Alternatives Fund	MSTVX	Multistrategy			1.32%	91	1.170%	Below Average	Institutional	$0
Morningstar International Equity Fund	MSTFX	Foreign Large Blend			12.69%	31	0.920%	Above Average	Institutional	$0
Morningstar Total Return Bond Fund	MSTRX	Intermediate Core Bond		—	−3.18%	72	0.550%	Above Average	Institutional	$0

Morningstar Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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