Morningstar

Morgan Stanley Inst Advantage L MAPLX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 19.57  /  0.00
  • Total Assets 159.1 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.00
  • Turnover 42%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis MAPLX

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

  • People Pillar

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

An audacious but adept investment team.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

The caliber of Morgan Stanley Advantage’s investment team makes its perennially bold posture worthwhile. The strategy includes the Luxembourg-domiciled MS INVF US Advantage.

by Robby Greengold
Rated on Published on

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Portfolio Holdings MAPLX

More MAPLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Shopify Inc Registered Shs -A- Subord Vtg

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Tesla Inc

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Consumer Cyclical

Snowflake Inc Ordinary Shares - Class A

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Roblox Corp Ordinary Shares - Class A

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Consumer Cyclical

Royalty Pharma PLC Class A

4.62 7.5 Mil
Healthcare

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