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Morgan Stanley Global Permanence A MGKAX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 12.72  /  −0.63 %
  • Total Assets 4.2 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 107%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis MGKAX

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

  • People Pillar

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

Morgan Stanley Global Permanence A’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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 highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings MGKAX

More MGKAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

11.51 709,625
Technology

Royalty Pharma PLC Class A

6.52 401,968
Healthcare

Intercontinental Exchange Inc

5.85 360,760
Financial Services

Amazon.com Inc

5.48 338,066
Consumer Cyclical

Rentokil Initial PLC

5.43 334,619
Industrials

Eurofins Scientific SE

5.36 330,337
Healthcare

Canadian National Railway Co

4.99 307,668
Industrials

Floor & Decor Holdings Inc Class A

4.38 270,310
Consumer Cyclical

Victoria PLC

4.16 256,447
Consumer Cyclical

Christian Dior SE

3.54 218,479
Consumer Cyclical