Morningstar International Equity Fund Quote
| MSTFX Fund | USD 10.51 0.10 0.96% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Morningstar International is trading at 10.51 as of the 4th of May 2024; that is 0.96 percent increase since the beginning of the trading day. The fund's open price was 10.41. Morningstar International has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Morningstar International Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of March 2024 and ending today, the 4th of May 2024. Click here to learn more.
The fund will normally invest at least 80 percent of its assets in equity securities. Under normal circumstances, it will invest approximately 80-100 percent of its assets in securities of issuers domiciled outside of the United States. The fund may invest in developed and emerging markets and will typically invest in a minimum of 10 countries. More on Morningstar International Equity
Moving together with Morningstar Mutual Fund
| 0.92 | MSTGX | Morningstar Global Income | PairCorr |
| 0.66 | MSTMX | Morningstar Multisector | PairCorr |
| 0.9 | MSTSX | Morningstar Unconstrained | PairCorr |
Morningstar Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Morningstar International's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Morningstar International or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Morningstar Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, Morningstar (View all Sectors) |
| Update Date | 31st of March 2024 |
Morningstar International Equity [MSTFX] is traded in USA and was established 4th of May 2024. Morningstar International is listed under Morningstar category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Morningstar family. This fund now has accumulated 630.1 M in assets with no minimum investment requirementsMorningstar International is currently producing year-to-date (YTD) return of 3.34% with the current yeild of 0.02%, while the total return for the last 3 years was 0.22%.
Check Morningstar International Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Morningstar Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Morningstar Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Morningstar International Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Morningstar International Equity Mutual Fund Constituents
| BBJP | JPMorgan BetaBuilders Japan | Etf | Japan Stock |
| DBEU | Xtrackers MSCI Europe | Etf | Europe Stock |
| EWU | iShares MSCI United | Etf | Miscellaneous Region |
| EWW | iShares MSCI Mexico | Etf | Miscellaneous Region |
| EWY | iShares MSCI South | Etf | Miscellaneous Region |
| IXC | iShares Global Energy | Etf | Equity Energy |
| CNHI | CNH Industrial NV | Stock | Industrials |
Morningstar International Target Price Odds Analysis
Based on a normal probability distribution, the odds of Morningstar International jumping above the current price in 90 days from now is about 5.99%. The Morningstar International Equity probability density function shows the probability of Morningstar International mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Morningstar International has a beta of 0.8745. This indicates Morningstar International Equity market returns are sensitive to returns on the market. As the market goes up or down, Morningstar International is expected to follow. Additionally, morningstar International Equity has an alpha of 0.0301, implying that it can generate a 0.0301 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Morningstar International to move above the current price in 90 days from now is about 5.99 (This Morningstar International Equity probability density function shows the probability of Morningstar Mutual Fund to fall within a particular range of prices over 90 days) .
Morningstar International Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Morningstar International market risk premium is the additional return an investor will receive from holding Morningstar International long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Morningstar International. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Morningstar International's alpha and beta are two of the key measurements used to evaluate Morningstar International's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5262 | |||
| Semi Deviation | 0.528 | |||
| Standard Deviation | 0.7161 | |||
| Variance | 0.5128 |
Morningstar International Against Markets
Picking the right benchmark for Morningstar International mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Morningstar International mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Morningstar International is critical whether you are bullish or bearish towards Morningstar International Equity at a given time. Please also check how Morningstar International's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Morningstar International without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Morningstar Mutual Fund?
Before investing in Morningstar International, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Morningstar International. To buy Morningstar International fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Morningstar International. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Morningstar International fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Morningstar International Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Morningstar International Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Morningstar International Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Morningstar International Equity?
The danger of trading Morningstar International Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Morningstar International is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Morningstar International. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Morningstar International is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morningstar International Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Morningstar International information on this page should be used as a complementary analysis to other Morningstar International's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.