Morningstar Funds Trust - Morningstar U.S. Equity Fund (MSTQX)
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Morningstar Funds Trust - Morningstar U.S. Equity Fund
Chicago, IL 60602
22 W. Washington Street
Morningstar Funds Trust
(312) 696-6000
Management Information
Paul S. Lambert,Lead Manager since November 1, 2018
Paul Lambert joined Wasatch Advisors as an analyst in 2000. From 1999 until joining the Advisor, Mr. Lambert worked for Fidelity Investments. Mr. Lambert holds a Bachelor of Science in Finance from the University of Utah. He was a founding member of the University of Utah's investment club.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Blend
Fund FamilyMorningstar
Net Assets1.65B
YTD Return8.93%
Yield0.86%
Morningstar Rating★★
Inception DateNov 1, 2018
Fund Operations
Last Dividend0.11
Last Cap Gain8.00
Holdings Turnover53.00%
Average for CategoryN/A
Fees & Expenses
ExpenseMSTQXCategory Average
Annual Report Expense Ratio (net)0.85%0.78%
Prospectus Net Expense Ratio0.85%N/A
Prospectus Gross Expense Ratio0.88%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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