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Morningstar

Morgan Stanley Inst Global Stars I MGQIX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 19.90  /  +0.61 %
  • Total Assets 87.9 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.44%
  • Turnover 34%

USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:22 PM GMT+0

Morningstar’s Analysis MGQIX

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

  • People Pillar

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

A drop in its Process Pillar rating is the primary driver of Morgan Stanley Inst Global Sustain I's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

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 MGQIX

More MGQIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.37 7.1 Mil
Technology

SAP SE

5.89 6.5 Mil
Technology

Visa Inc Class A

5.15 5.7 Mil
Financial Services

Accenture PLC Class A

4.61 5.1 Mil
Technology

Intercontinental Exchange Inc

3.67 4.1 Mil
Financial Services

Thermo Fisher Scientific Inc

3.46 3.8 Mil
Healthcare

IQVIA Holdings Inc

3.37 3.7 Mil
Healthcare

Aon PLC Class A

3.29 3.6 Mil
Financial Services

UnitedHealth Group Inc

3.24 3.6 Mil
Healthcare

RELX PLC

3.20 3.5 Mil
Industrials