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Morningstar

Morgan Stanley Instl Global Core R6 MLMSX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 18.40  /  −0.65 %
  • Total Assets 27.7 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.65%
  • Turnover 18%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis MLMSX

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

  • People Pillar

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

Morgan Stanley Instl Global Core R6's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MLMSX

More MLMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.29 2.0 Mil
Technology

CRH PLC

6.77 1.6 Mil
Basic Materials

Apple Inc

6.23 1.5 Mil
Technology

Ferrari NV

5.78 1.4 Mil
Consumer Cyclical

JPMorgan Chase & Co

4.32 1.0 Mil
Financial Services

Ameriprise Financial Inc

4.28 1.0 Mil
Financial Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.86 921,856
Technology

Chevron Corp

3.54 843,798
Energy

Lvmh Moet Hennessy Louis Vuitton SE

3.47 827,163
Consumer Cyclical

Alphabet Inc Class A

3.11 742,452
Communication Services