Morningstar will cease qualitative research coverage of Partner Select International MSILX, formerly known as Litman Gregory Masters International, on or about March 5, 2021, in order to reallocate our analysts to research other strategies. At that time, the last Morningstar Analyst Rating and this research will be removed. After that date, please discontinue using the research report or former research reports issued by Morningstar on this strategy. We recommend users form their own views on this fund or obtain financial advice.
PartnerSelect Intl Instl MSILX
NAV / 1-Day Return
18.71
/
2.25
%
Total Assets
331.3 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.110%
Expense Ratio
1.120%
Fee Level
High
Longest Manager Tenure
23.24
years
Category
Foreign Large Blend
Investment Style
Large BlendMin. Initial Investment
10,000
Status
Open
TTM Yield
2.16%
Turnover
45%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MSILX 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 MSILX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MSILX 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 MSILX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Dropping Coverage of Partner Select International
