MSLLX – Morgan Stanley Inst Passport ovrs eq L Fund Stock Price | Morningstar

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NAV / 1-Day Return 15.92 / −1.73 %
Total Assets 158.2 Mil
Adj. Expense Ratio

1.750%
Expense Ratio 1.750%
Distribution Fee Level Below Average
Share Class Type Level Load
Category Foreign Large Blend
Investment Style Large Blend
Min. Initial Investment —
Status Closed
TTM Yield 0.75%
Turnover 14%

USD | NAV as of Apr 30, 2024 | 1-Day Return as of Apr 30, 2024, 10:13 PM GMT+0

Will MSLLX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSLLX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the MSLLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of MSLLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Morgan Stanley Inst Passport ovrs eq L to a Morningstar Medalist Rating of Negative.

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 highest quintile among peers.

by Morningstar Manager Research

Rated on Mar 31, 2024 Published on Mar 31, 2024

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