About MSTFX
The Morningstar International Equity Fund - Institutional is a mutual fund focused on achieving long-term capital appreciation by investing primarily in non-U.S. equity markets. The fund typically allocates at least 80% of its assets to equity securities, providing investors with broad exposure to international companies across various regions and sectors. Classified in the "foreign large blend" category, the fund incorporates a mix of growth and value stocks, with a particular emphasis on large-cap companies.
Key holdings span sectors such as technology, energy, healthcare, financial services, and consumer goods. Notable positions include Shell PLC, Taiwan Semiconductor Manufacturing, Tencent Holdings, Allianz SE, and Roche Holding, among others. The fund also maintains a moderate level of turnover and offers institutional investors a relatively competitive expense structure. Its diversified portfolio is designed to capture opportunities in both developed and select emerging markets, making it a core option for those seeking geographic and sector diversification outside the United States.
Fund Family Morningstar
Category Foreign Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MSTFX
Share Class Institutional
Index Index is not available on Lipper Database
MSTFX had a total return of 5.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.38%.
