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Morningstar

Morgan Stanley Inst Global Strat R6 MGPOX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 16.73  /  −0.42 %
  • Total Assets 548.2 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield —
  • Turnover 91%

USD | NAV as of Apr 20, 2024 | 1-Day Return as of Apr 20, 2024, 12:21 AM GMT+0

Morningstar’s Analysis MGPOX

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Morgan Stanley Inst Global Strat R6 to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MGPOX

More MGPOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

1329435 Trs Usd R E Ii9909560230920 Equitytrs

10.28 54.6 Mil
—

Ms Inst. Fund Trust Glbl Strategist Cayman Por Ltd

9.88 52.4 Mil
—

Msilf Government Portfolio Msilf Government Portfolio

8.23 43.7 Mil
Cash and Equivalents

1325471 Trs Usd R E Ii8507440230125 Equitytrs

6.05 32.1 Mil
—

1328593 Trs Usd R E Ii8608940230712 Equitytrs

4.36 23.1 Mil
—

China (People's Republic Of) 2.76%

4.24 22.5 Mil
Government

1325587 Trs Usd R E Ii1570220230208 Equitytrs

3.23 17.1 Mil
—

1329537 Trs Usd R E Ii1657210231002 Equitytrs

2.68 14.2 Mil
—

Secretaria Tesouro Nacional 0%

2.15 11.4 Mil
Government

Ultra 10 Year US Treasury Note Future Mar 24

1.98 10.5 Mil
Government