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Morningstar

Morgan Stanley Inst Inception A MSSMX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 7.35  /  0.41 %
  • Total Assets 407.8 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 100%

USD | NAV as of Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 11:15 PM GMT+0

Morningstar’s Analysis MSSMX

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

People Pillar

The People Pillar is our evaluation of the MSSMX 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 MSSMX’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 A's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MSSMX

More MSSMX Holdings
  • Current Portfolio Date
  • Equity Holdings 54
  • Bond Holdings 0
  • Other Holdings 12
  • % Assets in Top 10 Holdings 63.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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