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Morgan Stanley Inst Global Sustain A MGQAX

Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 19.44  /  +0.10 %
  • Total Assets 109.5 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.10%
  • Turnover 34%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MGQAX

Will MGQAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in Morgan Stanley Inst Global Sustain A's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings MGQAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 43.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.30 6.7 Mil
Technology

SAP SE

5.30 5.6 Mil
Technology

Visa Inc Class A

5.15 5.5 Mil
Financial Services

Accenture PLC Class A

5.00 5.3 Mil
Technology

Thermo Fisher Scientific Inc

4.73 5.0 Mil
Healthcare

Intercontinental Exchange Inc

3.68 3.9 Mil
Financial Services

Constellation Software Inc

3.31 3.5 Mil
Technology

IQVIA Holdings Inc

3.30 3.5 Mil
Healthcare

Becton Dickinson & Co

3.29 3.5 Mil
Healthcare

Danaher Corp

3.26 3.5 Mil
Healthcare