Morningstar

Morgan Stanley Institutional Fund, Inc. Global Stars Portfolio Class L MGQLX

Morningstar Medalist Rating
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Medalist Rating as of See Morgan Stanley Investment Hub
  • NAV / 1-Day Return $11.78  /  +1.03 %
  • Fund Size $18.4M
  • Adjusted Expense Ratio 1.650%
  • Net Expense Ratio 1.650%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Closed
  • TTM Yield 0.00%
  • Turnover Ratio 49%
NAV and 1-Day Return as of

Morningstar’s Analysis MGQLX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Morgan Stanley Inst Global Stars L holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MGQLX

More MGQLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

7.29 2M
Technology

NAURA Technology Group Co Ltd Class A

5.27 1M
Technology

Alphabet Inc Class A

4.87 1M
Communication Services

ASML Holding NV

4.21 910,881
Technology

Broadcom Inc

3.77 815,562
Technology

Amazon.com Inc

3.73 808,211
Consumer Cyclical

Microsoft Corp

3.73 806,469
Technology

Diploma PLC

3.69 799,848
Industrials

Visa Inc Class A

3.34 722,891
Financial Services

Monster Beverage Corp

3.30 714,556
Consumer Defensive

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