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Morningstar

Morgan Stanley Inst Advantage I MPAIX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 16.59  /  0.36 %
  • Total Assets 204.2 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield —
  • Turnover 51%

USD | NAV as of Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 1:28 AM GMT+0

Morningstar’s Analysis MPAIX

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

People Pillar

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

Long-term mindset required.

Director Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Director

Summary

Morgan Stanley Institutional Advantage can overcome its weaknesses. Its Morningstar Analyst Rating ranges from Silver to Bronze, depending on share class cost.

by Katie Rushkewicz Reichart
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MPAIX

More MPAIX Holdings
  • Current Portfolio Date
  • Equity Holdings 25
  • Bond Holdings 0
  • Other Holdings 11
  • % Assets in Top 10 Holdings 63.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

7.84
16,050,867
Technology

The Trade Desk Inc Class A

7.58
15,517,855
Technology

Uber Technologies Inc

7.56
15,480,878
Technology

Shopify Inc Registered Shs -A- Subord Vtg

7.14
14,619,085
Technology

Snowflake Inc Ordinary Shares - Class A

6.76
13,845,392
Technology

DoorDash Inc Ordinary Shares - Class A

6.68
13,680,443
Communication Services

Airbnb Inc Ordinary Shares - Class A

5.57
11,414,363
Consumer Cyclical

Tesla Inc

5.22
10,695,904
Consumer Cyclical

Royalty Pharma PLC Class A

4.69
9,613,585
Healthcare

Roblox Corp Ordinary Shares - Class A

4.60
9,430,332
Communication Services