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Morningstar

Morgan Stanley Inst Inception I MSSGX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 10.63  /  1.05 %
  • Total Assets 418.7 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.21%
  • Turnover 100%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis MSSGX

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

People Pillar

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

A strong management team and sound investment process underpin Morgan Stanley Inst Inception I's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MSSGX

More MSSGX Holdings
  • Current Portfolio Date
  • Equity Holdings 58
  • Bond Holdings 0
  • Other Holdings 13
  • % Assets in Top 10 Holdings 52.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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34,973,373
Technology

Global E Online Ltd

7.60
33,992,687
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Cloudflare Inc

7.47
33,410,542
Technology

Affirm Holdings Inc Ordinary Shares - Class A

5.09
22,769,618
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GitLab Inc Class A

5.02
22,460,903
Technology

Procore Technologies Inc

4.36
19,501,674
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Floor & Decor Holdings Inc Class A

4.32
19,308,803
Consumer Cyclical

Doximity Inc Class A

3.59
16,052,065
Healthcare

BILL Holdings Inc Ordinary Shares

3.46
15,476,899
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10x Genomics Inc Ordinary Shares - Class A

3.33
14,893,086
Healthcare