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Morningstar

Morgan Stanley Europe Opportunity A EUGAX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 22.78  /  −0.09 %
  • Total Assets 135.8 Mil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.380%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Europe Stock
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 29%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:20 AM GMT+0

Morningstar’s Analysis EUGAX

Will EUGAX 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 EUGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EUGAX 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 EUGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Morgan Stanley Europe Opportunity A's Average Process Pillar and People Pillar ratings result in 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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EUGAX

More EUGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley InstlLqdty TrsSecs Instl

8.67 12.1 Mil
Cash and Equivalents

Hermes International SA

8.26 11.5 Mil
Consumer Cyclical

DSV AS

7.99 11.2 Mil
Industrials

Moncler SpA

7.90 11.0 Mil
Consumer Cyclical

Spotify Technology SA

7.76 10.8 Mil
Communication Services

Straumann Holding AG

5.81 8.1 Mil
Healthcare

Kuehne + Nagel International AG

5.19 7.3 Mil
Industrials

Evolution AB

5.07 7.1 Mil
Consumer Cyclical

ASML Holding NV

4.94 6.9 Mil
Technology

London Stock Exchange Group PLC

4.55 6.4 Mil
Financial Services