Skip to Content
Morningstar

Morgan Stanley Inst Global Insgt L MIGLX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 10.37  /  +1.87 %
  • Total Assets 58.5 Mil
  • Adj. Expense Ratio
    1.850%
  • Expense Ratio 1.850%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield —
  • Turnover 43%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MIGLX

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

  • People Pillar

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

Strength in Morgan Stanley Inst Global Insgt 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MIGLX

More MIGLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

8.97 6.9 Mil
Technology

Adyen NV

7.91 6.0 Mil
Technology

Shopify Inc Registered Shs -A- Subord Vtg

6.49 5.0 Mil
Technology

MercadoLibre Inc

6.17 4.7 Mil
Consumer Cyclical

MicroStrategy Inc Class A

5.19 4.0 Mil
Technology

Carvana Co Class A

5.04 3.9 Mil
Consumer Cyclical

Global E Online Ltd

4.91 3.8 Mil
Consumer Cyclical

DoorDash Inc Ordinary Shares - Class A

4.86 3.7 Mil
Communication Services

Grab Holdings Inc Class A

4.57 3.5 Mil
Technology

Tesla Inc

4.54 3.5 Mil
Consumer Cyclical