Fund manager · 13F holdings
Morningstar Investment Services LLC
CIK 1478215
Q2 2026not filed
Q1 2026not filed
Q4 2025not filed
Q3 2025not filed
Q2 2025not filed
Q1 2025$545.99M
134 positions · Filed May 5, 2025 · Current
Q4 2024$1.10B
145 positions · Filed Feb 12, 2025
Q3 2024$9.80B
405 positions · Filed Nov 7, 2024
Q2 2024$9.20B
376 positions · Filed Aug 13, 2024
Q1 2024$9.09B
348 positions · Filed May 15, 2024
Q4 2023$17.75B
405 positions · Filed Feb 13, 2024
Q3 2023 is outside the free window
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