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Morningstar

Morgan Stanley Pathway Sm-Mid Cap Eq TSGUX

Morningstar Analyst Rating
Quantitative rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 16.23  /  0.98 %
  • Total Assets 528.3 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.61%
  • Turnover 41%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis TSGUX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Morgan Stanley Pathway Sm-Mid Cap Eq to a Morningstar Quantitative Rating of Negative. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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