MSTSX – Morningstar Global Opportunistic Equity Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation over a full market cycle. In seeking long-term capital appreciation over a full market cycle, the fund has significant flexibility and invests predominantly in equities across asset classes and geographies according to the portfolio management team's assessment of their valuations and fundamental characteristics. It invests in equity securities, which may include common stocks and real estate investment trusts (REITs). The fund may invest in companies of any size from any country, including emerging markets.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MSTSX	Morningstar Global Opportunistic Equity Fund	Institutional	Open		—	Nov 2, 2018	$434.20M	0.790%	Below Average	$0	$58.99M

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