Morningstar

Morgan Stanley Global Endurance Portfolio Class A MSJAX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 23.18  /  +0.48 %
  • Total Assets 15.9M
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Global Small/Mid Stock
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.20%
  • Turnover 176%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MSJAX

Will MSJAX outperform in the 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 MSJAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Morgan Stanley Global Endurance A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MSJAX

More MSJAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Roivant Sciences Ltd Ordinary Shares

8.73 1M
Healthcare

Victoria PLC

7.88 1M
Consumer Cyclical

QXO Inc

5.36 833,662
Industrials

Teleflex Inc

5.13 797,799
Healthcare

Immunovant Inc

4.66 724,459
Healthcare

Calumet Inc

4.65 723,636
Basic Materials

Arbutus Biopharma Corp

4.28 666,396
Healthcare

Appian Corp Class A

4.18 650,440
Technology

Floor & Decor Holdings Inc Class A

3.76 585,267
Consumer Cyclical

Royalty Pharma PLC Class A

3.18 494,235
Healthcare

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