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Morningstar Global Opportunistic Equity Fund - Institutional: (MF: MSTSX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:28 PM ET

$10.87 USD

+0.01 (0.09%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.46 33
3 months 4.89 40
6 months 6.99 68
1 Year 17.90 42
3 Year 14.73 40
5 Year 9.57 21
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.72
5 Year 8.94
10 Year NA
Since Inception 9.30

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.29 9.08 4.89 0.57
2024 5.11 0.09 9.25 -4.19
2023 5.83 4.36 -2.68 8.99
2022 -2.13 -9.31 -9.40 12.93
2021 3.87 4.83 -0.32 2.52

Annual Return

20262025202420232022202120202019
% Total Return 4.4617.7210.1217.14-9.1911.279.3917.33
% Total Return Rel to Index 1.10-0.49-14.89-9.099.01-17.40-9.00-14.15
% Total Return Rel to Peer 0.303.210.213.983.77-0.23-1.290.13
% Perf Quintile vs Peer* 2.002.000.002.001.003.004.004.00
% Dividends 0.000.260.240.240.120.260.220.21
% Yield 0.002.102.052.221.222.031.871.84
Capital Gains ($) 0.001.040.730.030.152.020.100.20
Expense Ratio 0.000.720.740.800.780.740.730.00

* 1 = Top 20%, 5 = Bottom 20%