Financial reports
N-CSRS
Certified semi-annual shareholder report (management investment company)
26 Dec 23
N-CEN
Annual report (registered investment company)
12 Jul 23
N-CSR
Certified annual shareholder report (management investment company)
5 Jul 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
27 Dec 22
N-CEN
Annual report (registered investment company)
13 Jul 22
N-CSR
Certified annual shareholder report (management investment company)
6 Jul 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
28 Dec 21
N-CEN
Annual report (registered investment company)
13 Jul 21
N-CSR
Certified annual shareholder report (management investment company)
7 Jul 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
5 Jan 21
Current reports
No filings
Registration and prospectus
No filings
Proxies
DEF 14C
Information statement
20 Mar 24
N-PX
Annual report of proxy voting record
23 Aug 23
N-PX
Annual report of proxy voting record
23 Aug 22
DEF 14C
Information statement
5 Jul 22
DEF 14C
Information statement
15 Apr 22
DEF 14C
Information statement
28 Dec 21
DEF 14C
Information statement
1 Oct 21
N-PX
Annual report of proxy voting record
19 Aug 21
DEF 14C
Information statement
24 Jun 21
DEF 14C
Information statement
28 Oct 20
Ownership
NPORT-P
Morningstar Total Return Bond Fund (Jan 2024 report)
25 Mar 24
NPORT-P
Morningstar U.S. Equity Fund (Jan 2024 report)
25 Mar 24
NPORT-P
Morningstar Alternatives Fund (Jan 2024 report)
25 Mar 24
NPORT-P
Morningstar Municipal Bond Fund (Jan 2024 report)
25 Mar 24
NPORT-P
Morningstar Defensive Bond Fund (Jan 2024 report)
25 Mar 24
NPORT-P
Morningstar Multi-Sector Bond Fund (Jan 2024 report)
25 Mar 24
NPORT-P
Morningstar International Equity Fund (Jan 2024 report)
25 Mar 24
NPORT-P
Morningstar Global Opportunistic Equity Fund (Jan 2024 report)
25 Mar 24
NPORT-P
Morningstar Global Income Fund (Jan 2024 report)
25 Mar 24
NPORT-P
Morningstar International Equity Fund (Oct 2023 report)
27 Dec 23