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Morgan Stanley Global Permanence A MGKAX

Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 12.44  /  1.03 %
  • Total Assets 10.0 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.360%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 68%

Morningstar’s Analysis MGKAX

Will MGKAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Morgan Stanley Global Permanence A’s Process Pillar rating is just average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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 highest quintile among peers.

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Portfolio Holdings MGKAX

  • Current Portfolio Date
  • Equity Holdings 45
  • Bond Holdings 0
  • Other Holdings 13
  • % Assets in Top 10 Holdings 50.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
6.88
547,911
Technology
6.01
477,938
Healthcare
5.16
410,872
Industrials
4.91
391,054
Technology
4.81
382,942
Healthcare
4.78
380,517
Technology
4.72
375,459
Consumer Cyclical
4.16
331,017
Financial Services
4.09
325,593
Financial Services