Morningstar

Morgan Stanley Global Permanence Portfolio Class I MGKIX

Morningstar Medalist Rating
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Medalist Rating as of See Morgan Stanley Investment Hub
  • NAV / 1-Day Return $12.60  /  0.00
  • Fund Size $47.4M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.09%
  • Turnover Ratio 86%
NAV and 1-Day Return as of

Morningstar’s Analysis MGKIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Morgan Stanley Global Permanence I holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings MGKIX

More MGKIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

13.25 6M
Technology

Royalty Pharma PLC Class A

8.64 4M
Healthcare

Canadian National Railway Co

4.68 2M
Industrials

Eurofins Scientific SE

4.67 2M
Healthcare

QXO Inc

4.66 2M
Industrials

MercadoLibre Inc

4.62 2M
Consumer Cyclical

Spotify Technology SA

4.31 2M
Communication Services

Morgan Stanley InstlLqdty TrsSecs Instl

3.69 2M
Cash and Equivalents

Core & Main Inc Class A

3.45 2M
Industrials

Medline Inc Ordinary Shares - Class A

3.23 1M
Healthcare

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