# Morningstar U.S. Equity Fund — new fund registration

Morningstar Funds Trust registered fund series on Form N-1A/A, filed 2018-04-23. Featured series: Morningstar U.S. Equity Fund.

## Registration

- Registrant / trust: Morningstar Funds Trust
- CIK: 0001699360
- Form: N-1A/A
- Filed: 2018-04-23
- State of incorporation: DE
- Accession: 0001193125-18-126761
- Reported net assets: $1.9B

## Series & classes (9)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [Morningstar U.S. Equity Fund](https://search.stillhousedata.com/fund/S000057727) | Morningstar U.S. Equity Fund | MSTQX | — |
| [Morningstar International Equity Fund](https://search.stillhousedata.com/fund/S000057728) | Morningstar International Equity Fund | MSTFX | — |
| [Morningstar Global Income Fund](https://search.stillhousedata.com/fund/S000057729) | Morningstar Global Income Fund | MSTGX | — |
| [Morningstar Total Return Bond Fund](https://search.stillhousedata.com/fund/S000057730) | Morningstar Total Return Bond Fund | MSTRX | — |
| [Morningstar Municipal Bond Fund](https://search.stillhousedata.com/fund/S000057731) | Morningstar Municipal Bond Fund | MSTPX | — |
| [Morningstar Defensive Bond Fund](https://search.stillhousedata.com/fund/S000057732) | Morningstar Defensive Bond Fund | MSTBX | — |
| [Morningstar Multi-Sector Bond Fund](https://search.stillhousedata.com/fund/S000057733) | Morningstar Multi-Sector Bond Fund | MSTMX | — |
| [Morningstar Unconstrained Allocation Fund](https://search.stillhousedata.com/fund/S000057734) | Morningstar Unconstrained Allocation Fund | MSTSX | — |
| [Morningstar Alternatives Fund](https://search.stillhousedata.com/fund/S000057735) | Morningstar Alternatives Fund | MSTVX | — |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.00%
- Gross expense ratio: 0.88%
- Management fee: 0.67%
- Net expense ratio: 0.85%
- Other expenses: 0.20%

## Investment objective

The Fund seeks long-term capital appreciation.

## Advisers

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

## Other filings by this registrant (6)

- [485APOS — 2022-04-27](https://search.stillhousedata.com/launch/0001193125-22-123641)
- [485APOS — 2022-04-25](https://search.stillhousedata.com/launch/0001193125-22-117879)
- [485APOS — 2022-03-10](https://search.stillhousedata.com/launch/0001193125-22-070756)
- [485APOS — 2020-06-29](https://search.stillhousedata.com/launch/0001193125-20-182756)
- [N-1A/A — 2018-06-28](https://search.stillhousedata.com/launch/0001193125-18-207803)
- [N-1A — 2017-03-06 (9 new series)](https://search.stillhousedata.com/launch/0001104659-17-014397)

## More

- [Registrant profile: Morningstar Funds Trust](https://search.stillhousedata.com/registrant/1699360)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0001193125-18-126761.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.
