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Morningstar

Morgan Stanley Europe Opportunity I EUGDX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 24.23  /  +1.47 %
  • Total Assets 124.2 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Europe Stock
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • 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 EUGDX

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

  • People Pillar

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

Morgan Stanley Europe Opportunity I's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EUGDX

More EUGDX 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