Morningstar Equity Fund Manager Performance Evaluation
| MSTQX Fund | USD 13.64 0.06 0.44% |
The fund secures a Beta (Market Risk) of -0.0821, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Morningstar Equity are expected to decrease at a much lower rate. During the bear market, Morningstar Equity is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Morningstar Equity are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Morningstar Equity may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...more| Expense Ratio | 0.8500 |
Morningstar |
Morningstar Equity Relative Risk vs. Return Landscape
If you would invest 1,208 in Morningstar Equity on April 28, 2025 and sell it today you would earn a total of 156.00 from holding Morningstar Equity or generate 12.91% return on investment over 90 days. Morningstar Equity is currently producing 0.1956% returns and takes up 0.7266% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Morningstar, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Morningstar Equity Current Valuation
Overvalued
Today
Please note that Morningstar Equity's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Morningstar Equity secures a last-minute Real Value of $13.13 per share. The latest price of the fund is $13.64. We determine the value of Morningstar Equity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Morningstar Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Morningstar Mutual Fund. However, Morningstar Equity's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 13.64 | Real 13.13 | Hype 13.64 | Naive 13.63 |
The intrinsic value of Morningstar Equity's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Morningstar Equity's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Morningstar Equity helps investors to forecast how Morningstar mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Morningstar Equity more accurately as focusing exclusively on Morningstar Equity's fundamentals will not take into account other important factors: Morningstar Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morningstar Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Morningstar Equity, and traders can use it to determine the average amount a Morningstar Equity's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2692
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MSTQX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.2 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.27 actual daily | 21 79% of assets perform better |
Based on monthly moving average Morningstar Equity is performing at about 21% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Morningstar Equity by adding it to a well-diversified portfolio.
Morningstar Equity Fundamentals Growth
Morningstar Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Morningstar Equity, and Morningstar Equity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Morningstar Mutual Fund performance.
| Total Asset | 1.71 B | ||||
About Morningstar Equity Performance
Evaluating Morningstar Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Morningstar Equity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Morningstar Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will normally invest at least 80 percent of its assets in equity securities of U.S.-based companies, and may invest up to 100 percent of its assets in such securities. It seeks to provide broad U.S. equity exposure across market capitalizations and investment styles and has the flexibility to invest in large-cap, mid-cap, and small-cap common stocks across the growth and value style spectrum. The fund may also invest in real estate investment trusts , master limited partnerships and non-U.S. companies.Things to note about Morningstar Equity performance evaluation
Checking the ongoing alerts about Morningstar Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Morningstar Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Morningstar Equity's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Morningstar Equity's mutual fund performance include:- Analyzing Morningstar Equity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Morningstar Equity's stock is overvalued or undervalued compared to its peers.
- Examining Morningstar Equity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Morningstar Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Morningstar Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Morningstar Equity's mutual fund. These opinions can provide insight into Morningstar Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Morningstar Mutual Fund
Morningstar Equity financial ratios help investors to determine whether Morningstar Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Morningstar with respect to the benefits of owning Morningstar Equity security.
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