US Multi-Cap Core
Morningstar US Equity Fund
Last updated: 2026-03-13
The Verdict
Morningstar US Equity Fund charges an expense ratio of 0.84%. On a $100,000 portfolio, that's $840 per year in fees. Supreme.PM's decoded model provides similar exposure at a fraction of the cost, potentially saving $590 per year.
Expense Ratio
0.84%
Star Rating
3/ 5
Market Beta
0.93
Supreme.PM Cost
0.25%
Annual platform fee
Fee Analysis
Morningstar US Equity Fund charges 0.84% annually. Supreme.PM offers equivalent exposure for 0.25%, a savings of 0.59 percentage points.
Data sources: Refinitiv Lipper, SEC EDGAR Filings, Supreme.PM Analytics
Past performance does not guarantee future results. Model returns are backtested and may not reflect actual trading conditions.
Related
US Multi-Cap Core Category
Browse all US Multi-Cap Core funds
US Multi-Cap Core Rankings
Top-rated US Multi-Cap Core funds
Our Methodology
How we decode fund strategies
Pioneer Fund
5-star rated
Evercore Equity Fund
4-star rated
MFS Core Equity Fund
4-star rated
Matthew 25 Fund
2-star rated
Reynders McVeigh Core Equity Fund
2-star rated
Frequently Asked Questions
What is the expense ratio of Morningstar US Equity Fund?
Morningstar US Equity Fund has an expense ratio of 0.84%. Supreme.PM's decoded model provides similar exposure at a significantly lower cost.
How does Supreme.PM replicate Morningstar US Equity Fund?
Supreme.PM uses AI to analyze the fund's holdings and trading patterns, creating a decoded model that tracks the fund's performance.
What are the risks of fund replication?
While our models aim for high correlation, they may not perfectly match the fund's returns due to timing differences in rebalancing, transaction costs, and disclosure delays. Backtested results may not reflect future performance.
Get This Strategy
Start investing with Supreme.PM's decoded model and save on fees while capturing similar returns.