# Morningstar U.S. Equity Fund

Morningstar U.S. Equity Fund is a registered fund series of Morningstar Funds Trust (series S000057727). Net assets $1.9B as of 2026-04-30.

## Profile

- Series ID: S000057727
- Registrant: Morningstar Funds Trust
- LEI: 254900C0NBEPQBRBON27
- Net assets: $1.9B
- Total assets: $1.9B
- As of: 2026-04-30

## Advisers

- [Wasatch Advisors, LP (Subadvisor)](https://search.stillhousedata.com/firm/106081)
- [Morningstar Investment Management LLC (Advisor)](https://search.stillhousedata.com/firm/108031)
- [Massachusetts Financial Services Company (Subadvisor)](https://search.stillhousedata.com/firm/110045)
- [Westwood Management Corp. (Subadvisor)](https://search.stillhousedata.com/firm/110269)
- [Diamond Hill Capital Management, Inc. (Subadvisor)](https://search.stillhousedata.com/firm/110638)
- [ClearBridge Investments, LLC (Subadvisor)](https://search.stillhousedata.com/firm/137028)

## Top holdings (200 reported)

_Showing 15 of 200 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [NVIDIA CORP](https://search.stillhousedata.com/security/67066G104) | — | $49.6M | 265.02% |
| [SPDR SERIES TRUST](https://search.stillhousedata.com/security/78468R853) | — | $26.8M | 143.41% |
| [SPDR SERIES TRUST](https://search.stillhousedata.com/security/78464A300) | — | $26.4M | 141.18% |
| [AMAZON.COM INC](https://search.stillhousedata.com/security/023135106) | — | $26.1M | 139.60% |
| [NVIDIA CORP](https://search.stillhousedata.com/security/67066G104) | — | $25.8M | 137.80% |
| [MICROSOFT CORP](https://search.stillhousedata.com/security/594918104) | — | $25.1M | 134.05% |
| [ALPHABET INC](https://search.stillhousedata.com/security/02079K305) | — | $24.6M | 131.37% |
| [APPLE INC](https://search.stillhousedata.com/security/037833100) | — | $22.4M | 119.64% |
| [NVIDIA CORP](https://search.stillhousedata.com/security/67066G104) | — | $21.8M | 116.41% |
| [APPLE INC](https://search.stillhousedata.com/security/037833100) | — | $21.2M | 113.49% |
| [META PLATFORMS INC](https://search.stillhousedata.com/security/30303M102) | — | $19.9M | 106.52% |
| [ALPHABET INC](https://search.stillhousedata.com/security/02079K305) | — | $19.6M | 104.64% |
| [APPLE INC](https://search.stillhousedata.com/security/037833100) | — | $19.3M | 103.31% |
| [MICROSOFT CORP](https://search.stillhousedata.com/security/594918104) | — | $17.8M | 95.12% |
| [JP MORGAN CHASE & COMPANY](https://search.stillhousedata.com/security/46625H100) | — | $17.3M | 92.58% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-04-30 | $1.9B |
| 2026-01-30 | $1.8B |
| 2025-10-31 | $1.9B |
| 2025-07-31 | $1.8B |
| 2025-04-30 | $1.6B |
| 2025-01-31 | $1.7B |
| 2024-10-31 | $1.7B |
| 2024-07-31 | $1.7B |

## More

- [Registrant: Morningstar Funds Trust](https://search.stillhousedata.com/registrant/1699360)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000057727.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.