Morningstar

Morgan Stanley Global Endurance R6 MSJSX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 17.01  /  +0.71 %
  • Total Assets 41.5 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Global Small/Mid Stock
  • Investment Style Small Blend
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.85%
  • Turnover 130%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MSJSX

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

  • People Pillar

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

Weakness in Morgan Stanley Global Endurance R6's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MSJSX

More MSJSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Appian Corp A

8.98 3.5 Mil
Technology

Victoria PLC

8.78 3.4 Mil
Consumer Cyclical

Tesla Inc

5.69 2.2 Mil
Consumer Cyclical

Babcock International Group PLC

5.24 2.0 Mil
Industrials

HCA Healthcare Inc

4.71 1.8 Mil
Healthcare

Eurofins Scientific SE

4.68 1.8 Mil
Healthcare

Cricut Inc Ordinary Shares - Class A

4.51 1.7 Mil
Technology

Floor & Decor Holdings Inc Class A

4.41 1.7 Mil
Consumer Cyclical

Global E Online Ltd

4.21 1.6 Mil
Consumer Cyclical

BILL Holdings Inc Ordinary Shares

4.14 1.6 Mil
Technology

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