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Morgan Stanley Inst Passport ovrs eq A MSIBX

Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 15.82  /  −0.32 %
  • Total Assets 154.1 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • 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 1.25%
  • Turnover 14%

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

Morningstar’s Analysis MSIBX

Will MSIBX 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 A to a Morningstar Medalist Rating of Negative.

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 most expensive quintile among peers.

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Portfolio Holdings MSIBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 31.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Despegar.com Corp

4.29 7.5 Mil
Consumer Cyclical

Glencore PLC

4.00 7.0 Mil
Basic Materials

Samsung Electronics Co Ltd

3.97 7.0 Mil
Technology

Alibaba Group Holding Ltd ADR

3.53 6.2 Mil
Consumer Cyclical

Shell PLC

3.27 5.7 Mil
Energy

Linde PLC

2.73 4.8 Mil
Basic Materials

Unilever PLC

2.71 4.8 Mil
Consumer Defensive

AstraZeneca PLC

2.70 4.7 Mil
Healthcare

Nestle SA

2.25 3.9 Mil
Consumer Defensive

Taiwan Semiconductor Manufacturing Co Ltd

2.20 3.9 Mil
Technology