Morgan Stanley Inst International Eq A MIQBX

Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 15.25  /  +0.46 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.26%
  • Turnover 28%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis MIQBX

Will MIQBX outperform in future?

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

Manager Change on Morgan Stanley Global Franchise and International Equity Doesn’t Affect Ratings

null Drew Carter

Drew Carter

Analyst Note

Vladimir Demine stepped down as a named manager on Morgan Stanley International Equity and Morgan Stanley Global Franchise and its related vehicles outside the US on June 27, 2024. He will retire from the firm on Aug. 30, 2024. Demine, who also serves as head of environmental, social, and governance investing for the London-based international equity team, joined Morgan Stanley in 2009 and became a portfolio manager in 2019. Demine’s exit comes within a year of Nathan Wong’s departure in August 2023, but the team is still formidable. Lead manager William Lock remains in place, as do seven other experienced managers and a handful of dedicated analysts. The Above Average People rating and Morningstar Medalist Ratings of the strategies remain intact.

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Portfolio Holdings MIQBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SAP SE

3.46 44.9 Mil
Technology

Shell PLC

3.02 39.2 Mil
Energy

Constellation Software Inc

2.95 38.3 Mil
Technology

AstraZeneca PLC

2.91 37.7 Mil
Healthcare

RELX PLC

2.85 37.0 Mil
Industrials

Halma PLC

2.45 31.9 Mil
Industrials

BP PLC

2.36 30.6 Mil
Energy

Qiagen NV

2.35 30.5 Mil
Healthcare

Infineon Technologies AG

2.24 29.1 Mil
Technology

Haleon PLC

2.24 29.0 Mil
Healthcare

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