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Morgan Stanley Inst International Eq A MIQBX

Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 13.95  /  +0.87 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.29%
  • Turnover 36%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis MIQBX

Will MIQBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A good choice for international stocks.

Analyst Drew Carter

Drew Carter

Analyst

Summary

We have qualitatively reviewed Morgan Stanley Institutional Global Franchise and reaffirmed its Process and People ratings. The team lost an experienced manager in August 2023, but 10 well-qualified managers and five analysts remain, keeping this team solid. Strong outperformance in 2020 and 2022 sandwich a poor 2021, and 2023 through October has slightly lagged its bogies. Still, this team and process remain capable of delivering for investors over the long term. The following text is from Nov. 18, 2022.

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Portfolio Holdings MIQBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Constellation Software Inc

3.25 44.3 Mil
Technology

SAP SE

3.24 44.2 Mil
Technology

Heineken NV

3.11 42.3 Mil
Consumer Defensive

Shell PLC

2.82 38.5 Mil
Energy

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.74 37.3 Mil
Technology

Barrick Gold Corp

2.61 35.5 Mil
Basic Materials

RELX PLC

2.52 34.4 Mil
Industrials

Qiagen NV

2.52 34.4 Mil
Healthcare

Samsung Electronics Co Ltd

2.28 31.1 Mil
Technology

Carlsberg A/S Class B

2.20 30.0 Mil
Consumer Defensive