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Morningstar

Morgan Stanley Inst Inception R6 MFLLX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 11.18  /  −1.50 %
  • Total Assets 356.6 Mil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 72%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis MFLLX

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

  • People Pillar

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

A strong management team and sound investment process underpin Morgan Stanley Inst Inception R6's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MFLLX

More MFLLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Samsara Inc Ordinary Shares - Class A

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Global E Online Ltd

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GitLab Inc Class A

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Carvana Co Class A

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Peloton Interactive Inc

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Procore Technologies Inc

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BILL Holdings Inc Ordinary Shares

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Agilon Health Inc

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