Morningstar U.S. Equity Fund

Shareclass

Morningstar US Equity (MSTQX)

Type

Open-end mutual fund

Manager

Morningstar

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

60.9

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 999 out of 2,554 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Diageo PLC
0.2% of assets
$3.27M invested
2. Marriott International Inc Class A
0.33% of assets
$5.39M invested
3. Biogen Inc
<0.01% of assets
$69,969 invested
4. Boston Scientific Corp
0.23% of assets
$3.79M invested
5. The Interpublic Group of Companies Inc
<0.01% of assets
$120,423 invested
6. Citigroup Inc
0.41% of assets
$6.76M invested
7. General Mills Inc
0.01% of assets
$190,226 invested
8. Xylem Inc
<0.01% of assets
$150,916 invested
9. Cummins Inc
0.02% of assets
$286,076 invested
10. JPMorgan Chase & Co
1.01% of assets
$16.73M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. TKO Group Holdings Inc
<0.01% of assets
$109,817 invested
2. Red Rock Resorts Inc Class A
0.42% of assets
$6.91M invested
3. RBC Bearings Inc
0.22% of assets
$3.56M invested
4. Ncino Inc Ordinary Shares
0.08% of assets
$1.4M invested
5. Verra Mobility Corp Class A
0.09% of assets
$1.47M invested
6. Kratos Defense & Security Solutions Inc
0.04% of assets
$726,490 invested
7. Cohen & Steers Inc
0.13% of assets
$2.1M invested
8. Lennar Corp Class A
<0.01% of assets
$108,504 invested
9. Clearwater Analytics Holdings Inc Class A
0.13% of assets
$2.17M invested
10. Renasant Corp
0.09% of assets
$1.55M invested

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Financial performance

Performance data provided by

Find more financial data on MSTQX at Morningstar.com

Gender Equality and Returns

Returns chart for Morningstar U.S. Equity Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

MSTQX

Morningstar U.S. Equity Fund

Family

Morningstar

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

0.4% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

MSTQX

Morningstar U.S. Equity Fund

Family

Morningstar

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

0.4% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

MSTQX

Morningstar U.S. Equity Fund

Family

Morningstar

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

0.4% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
MSTQX - Morningstar U.S. Equity Fund

4.77%

8.08%

18%

54 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

-3.44%

-0.95%

-0.4%

1 / 100 points lower

Find more financial data on MSTQX at Morningstar.com

What's next?

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