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Morgan Stanley Inst Global Strat C MSSOX

Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 16.37  /  +0.55 %
  • Total Assets 565.7 Mil
  • Adj. Expense Ratio
    1.840%
  • Expense Ratio 1.840%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield
  • Turnover 91%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:20 PM GMT+0

Morningstar’s Analysis MSSOX

Will MSSOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Morgan Stanley Inst Global Strat C to a Morningstar Medalist Rating of Negative.

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 most expensive quintile among peers.

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Portfolio Holdings MSSOX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 9.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

1329435 Trs Usd R E Ii9909560230920 Equitytrs

10.28 54.6 Mil

Ms Inst. Fund Trust Glbl Strategist Cayman Por Ltd

9.88 52.4 Mil

Msilf Government Portfolio Msilf Government Portfolio

8.23 43.7 Mil
Cash and Equivalents

1325471 Trs Usd R E Ii8507440230125 Equitytrs

6.05 32.1 Mil

1328593 Trs Usd R E Ii8608940230712 Equitytrs

4.36 23.1 Mil

China (People's Republic Of) 2.76%

4.24 22.5 Mil
Government

1325587 Trs Usd R E Ii1570220230208 Equitytrs

3.23 17.1 Mil

1329537 Trs Usd R E Ii1657210231002 Equitytrs

2.68 14.2 Mil

Secretaria Tesouro Nacional 0%

2.15 11.4 Mil
Government

Ultra 10 Year US Treasury Note Future Mar 24

1.98 10.5 Mil
Government