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Morgan Stanley Inst Passport ovrs eq I MSACX

Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 16.45  /  +0.73 %
  • Total Assets 160.2 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.53%
  • Turnover 14%

USD | NAV as of Jun 18, 2024 | 1-Day Return as of Jun 18, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MSACX

Will MSACX outperform in future?

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Morgan Stanley Inst Passport ovrs eq I to 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.

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Portfolio Holdings MSACX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 34.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Despegar.com Corp

5.81 9.5 Mil
Consumer Cyclical

Samsung Electronics Co Ltd

4.16 6.8 Mil
Technology

Glencore PLC

3.72 6.1 Mil
Basic Materials

Alibaba Group Holding Ltd ADR

3.53 5.8 Mil
Consumer Cyclical

Stoxx Eur Small20 Jun24 Xeur 20240621

3.36 5.5 Mil

Linde PLC

3.11 5.1 Mil
Basic Materials

Taiwan Semiconductor Manufacturing Co Ltd

2.94 4.8 Mil
Technology

AstraZeneca PLC

2.74 4.5 Mil
Healthcare

Unilever PLC

2.72 4.5 Mil
Consumer Defensive

Sea Ltd ADR

2.67 4.4 Mil
Consumer Cyclical