Advertisement
Skip to Content
Morningstar

Morgan Stanley Global Permanence A MGKAX

Morningstar Medalist Rating
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%

USD | NAV as of Jun 07, 2023 | 1-Day Return as of Jun 07, 2023, 10:15 PM GMT+0

Morningstar’s Analysis MGKAX

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

People Pillar

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

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.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MGKAX

More MGKAX Holdings
  • 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

Cloudflare Inc

6.88
547,911
Technology

Royalty Pharma PLC Class A

6.01
477,938
Healthcare

Topicus com Inc Ordinary Shares (Sub Voting)

5.22
415,548
Technology

Rentokil Initial PLC

5.16
410,872
Industrials

Constellation Software Inc

4.91
391,054
Technology

Eurofins Scientific SE

4.81
382,942
Healthcare

ASML Holding NV ADR

4.78
380,517
Technology

Amazon.com Inc

4.72
375,459
Consumer Cyclical

HDFC Bank Ltd ADR

4.16
331,017
Financial Services

Intercontinental Exchange Inc

4.09
325,593
Financial Services