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Morningstar

Morgan Stanley Inst Passport ovrs eq L MSLLX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 15.64  /  −0.26 %
  • Total Assets 154.1 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 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MSLLX

Will MSLLX outperform in future?

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

  • 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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MSLLX

More MSLLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Despegar.com Corp

4.29 7.5 Mil
Consumer Cyclical

Glencore PLC

4.00 7.0 Mil
Basic Materials

Samsung Electronics Co Ltd

3.97 7.0 Mil
Technology

Alibaba Group Holding Ltd ADR

3.53 6.2 Mil
Consumer Cyclical

Shell PLC

3.27 5.7 Mil
Energy

Linde PLC

2.73 4.8 Mil
Basic Materials

Unilever PLC

2.71 4.8 Mil
Consumer Defensive

AstraZeneca PLC

2.70 4.7 Mil
Healthcare

Nestle SA

2.25 3.9 Mil
Consumer Defensive

Taiwan Semiconductor Manufacturing Co Ltd

2.20 3.9 Mil
Technology