Morningstar

Morgan Stanley Global Endurance Portfolio Class C MSJCX

Morningstar Medalist Rating
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Medalist Rating as of See Morgan Stanley Investment Hub
  • NAV / 1-Day Return $19.15  /  −0.57 %
  • Fund Size $13.7M
  • Adjusted Expense Ratio 2.100%
  • Net Expense Ratio 2.100%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Global Small/Mid Stock
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 176%
NAV and 1-Day Return as of

Morningstar’s Analysis MSJCX

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

  • People Pillar

    The People Pillar is our evaluation of the MSJCX 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 MSJCX’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 C 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 MSJCX

More MSJCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Victoria PLC

18.88 3M
Consumer Cyclical

Roivant Sciences Ltd Ordinary Shares

7.19 1M
Healthcare

Arbutus Biopharma Corp

5.45 893,410
Healthcare

QXO Inc

4.95 811,918
Industrials

Immunovant Inc

4.81 789,056
Healthcare

Floor & Decor Holdings Inc Class A

4.78 784,383
Consumer Cyclical

Teleflex Inc

4.08 668,279
Healthcare

Royalty Pharma PLC Class A

3.79 621,087
Healthcare

DraftKings Inc Ordinary Shares - Class A

3.66 600,556
Consumer Cyclical

Calumet Inc

3.59 589,071
Basic Materials

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