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Morgan Stanley Global Permanence A MGKAX

Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 11.61  /  1.36 %
  • Total Assets 8.7 Mil
  • Adj. Expense Ratio
    1.360%
  • 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
  • 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 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 43
  • Bond Holdings 0
  • Other Holdings 14
  • % Assets in Top 10 Holdings 55.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.63
773,654
Technology
7.41
752,047
Consumer Cyclical
5.83
591,653
Healthcare
5.18
525,414
Consumer Cyclical
4.96
503,319
Financial Services
4.91
498,279
Healthcare
4.68
474,467
Technology
4.64
471,202
Industrials
4.46
452,413
Healthcare