MSTBX Morningstar Defensive Bond Fund

This is an open ended mutual fund. The investment seeks capital preservation. The fund will normally invest at least 80% of its assets in a diversified portfolio of debt securities (commonly referred to as "bonds") of varying maturity, duration, and quality. Under normal conditions, the advisor intends to pursue a defensive strategy of limiting its interest-rate sensitivity by maintaining a portfolio duration of three years or less. In most market environments, the fund will not invest more than 20% of assets in fixed-income securities that are rated below investment grade (commonly known as junk bonds), or if unrated, are determined by the fund's subadviser(s) to be of comparable quality.

As of 08/04/2021

Mutual Fund Information
Sponsor:     Morningstar Funds Trust
Category1:  US Fixed Income
Category2:  Corporate bonds
Category3:  Investment grade
Morningstar category:  Short-Term Bond
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     08/04/2021
Market cap:     $0
Current yield:     1.88%
Fees:     0.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
Investment style: Actively managed

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