Morningstar

Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio Class L MGGLX

Morningstar Medalist Rating
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Medalist Rating as of See Morgan Stanley Investment Hub
  • NAV / 1-Day Return $32.27  /  +0.78 %
  • Fund Size $2.7B
  • Adjusted Expense Ratio 1.320%
  • Net Expense Ratio 1.310%
  • Fee Level: Distribution Low
  • Share Class Type Level Load
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 11%
NAV and 1-Day Return as of

Morningstar’s Analysis MGGLX

Will MGGLX outperform in the 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 MGGLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Volatility-tolerant investors still have ample grounds to consider this offering.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

The Morgan Stanley Global Opportunity strategy is led by an excellent manager who employs an exceptionally distinctive approach. The strategy retains its Above Average People and Process Pillar ratings, and it remains a good choice at the right price for long-term investors who understand its risks as well as its rewards.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings MGGLX

More MGGLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SK hynix Inc

9.60 291M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

8.91 270M
Technology

ASML Holding NV

5.62 170M
Technology

Meta Platforms Inc Class A

5.24 159M
Communication Services

Samsung Electronics Co Ltd

4.50 136M
Technology

Uber Technologies Inc

4.49 136M
Technology

Spotify Technology SA

4.20 127M
Communication Services

Hermes International SA

3.81 115M
Consumer Cyclical

DoorDash Inc Ordinary Shares - Class A

3.60 109M
Consumer Cyclical

MercadoLibre Inc

3.37 102M
Consumer Cyclical

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