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Morningstar

Morgan Stanley Global Permanence R6 MGKQX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 11.97  /  3.16 %
  • Total Assets 9.0 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield —
  • Turnover 68%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 1:17 AM GMT+0

Morningstar’s Analysis MGKQX

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

People Pillar

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

Morgan Stanley Global Permanence R6’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

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MGKQX

More MGKQX Holdings
  • 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

Cloudflare Inc

7.63
773,654
Technology

Amazon.com Inc

7.41
752,047
Consumer Cyclical

Royalty Pharma PLC Class A

5.83
591,653
Healthcare

Topicus com Inc Ordinary Shares (Sub Voting)

5.36
543,353
Technology

Floor & Decor Holdings Inc Class A

5.18
525,414
Consumer Cyclical

Intercontinental Exchange Inc

4.96
503,319
Financial Services

Eurofins Scientific SE

4.91
498,279
Healthcare

Constellation Software Inc

4.68
474,467
Technology

Rentokil Initial PLC

4.64
471,202
Industrials

Illumina Inc

4.46
452,413
Healthcare