Morningstar

Morgan Stanley Global Endurance Portfolio Class I MSJIX

Morningstar Medalist Rating
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Medalist Rating as of See Morgan Stanley Investment Hub
  • NAV / 1-Day Return $20.50  /  −0.58 %
  • Fund Size $13.7M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Global Small/Mid Stock
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.53%
  • Turnover Ratio 176%
NAV and 1-Day Return as of

Morningstar’s Analysis MSJIX

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

  • People Pillar

    The People Pillar is our evaluation of the MSJIX 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 MSJIX’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 I holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings MSJIX

More MSJIX 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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