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Morningstar

Morgan Stanley Inst Global Sustain L MGQLX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 17.93  /  −0.77 %
  • Total Assets 105.4 Mil
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Closed
  • TTM Yield —
  • Turnover 34%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 10:15 PM GMT+0

Morningstar’s Analysis MGQLX

Will MGQLX 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 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.

Strength in Morgan Stanley Inst Global Sustain L's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MGQLX

More MGQLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.30 6.7 Mil
Technology

SAP SE

5.30 5.6 Mil
Technology

Visa Inc Class A

5.15 5.5 Mil
Financial Services

Accenture PLC Class A

5.00 5.3 Mil
Technology

Thermo Fisher Scientific Inc

4.73 5.0 Mil
Healthcare

Intercontinental Exchange Inc

3.68 3.9 Mil
Financial Services

Constellation Software Inc

3.31 3.5 Mil
Technology

IQVIA Holdings Inc

3.30 3.5 Mil
Healthcare

Becton Dickinson & Co

3.29 3.5 Mil
Healthcare

Danaher Corp

3.26 3.5 Mil
Healthcare