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Morningstar

Morgan Stanley Europe Opportunity L EUGCX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 21.14  /  +1.49 %
  • Total Assets 124.2 Mil
  • Adj. Expense Ratio
    1.900%
  • Expense Ratio 1.900%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Europe Stock
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield —
  • Turnover 29%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis EUGCX

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

  • People Pillar

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

Morgan Stanley Europe Opportunity L'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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EUGCX

More EUGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hermes International SA

9.43 13.4 Mil
Consumer Cyclical

Moncler SpA

9.19 13.1 Mil
Consumer Cyclical

DSV AS

7.24 10.3 Mil
Industrials

Morgan Stanley InstlLqdty TrsSecs Instl

7.07 10.1 Mil
Cash and Equivalents

Spotify Technology SA

6.87 9.8 Mil
Communication Services

Adyen NV

5.34 7.6 Mil
Technology

On Holding AG

4.98 7.1 Mil
Consumer Cyclical

Evolution AB

4.92 7.0 Mil
Consumer Cyclical

Novo Nordisk A/S Class B

4.78 6.8 Mil
Healthcare

Straumann Holding AG

4.71 6.7 Mil
Healthcare