Morningstar

Morgan Stanley Inst Global Stars R6 MGQSX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 21.29  /  +0.80 %
  • Total Assets 68.9 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.44%
  • Turnover 34%

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

Morningstar’s Analysis MGQSX

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

  • People Pillar

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

Morgan Stanley Inst Global Stars R6 earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings MGQSX

More MGQSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SAP SE

6.93 6.2 Mil
Technology

Visa Inc Class A

6.12 5.5 Mil
Financial Services

Alphabet Inc Class A

6.07 5.4 Mil
Communication Services

Microsoft Corp

5.82 5.2 Mil
Technology

Intercontinental Exchange Inc

3.91 3.5 Mil
Financial Services

Morgan Stanley InstlLqdty TrsSecs Instl

3.62 3.2 Mil
Cash and Equivalents

UnitedHealth Group Inc

3.24 2.9 Mil
Healthcare

Thermo Fisher Scientific Inc

3.18 2.8 Mil
Healthcare

Aon PLC Class A

3.07 2.7 Mil
Financial Services

Constellation Software Inc

3.04 2.7 Mil
Technology

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