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Morgan Stanley Inst Global Stars L (MGQLX)

15.82 +0.09 (+0.57%)
At close: January 8 at 8:00:51 PM EST

Fund Summary

Under normal circumstances, at least 80% of the fund’s net assets (plus the amount of any borrowings for investment process) will be invested in equity securities of companies that satisfy the Adviser’s and/or Sub-Adviser’s ESG-integrated investment process. The Adviser and/or Sub-Adviser believe that the number of issuers with high-quality businesses meeting their criteria may be limited, and accordingly, the fund may concentrate its holdings in a relatively small number of companies. The fund is non-diversified.

Morgan Stanley Inst Global Stars L

New York, NY 10036
522 Fifth Avenue

Fund Overview

Category World Large-Stock Blend
Fund Family Morgan Stanley
Net Assets 58.77M
YTD Return 15.29%
Yield 0.00%
Morningstar Rating
Inception Date Aug 30, 2013

Fund Operations

Last Dividend 0.01
Last Cap Gain 16.00
Holdings Turnover 34.00%
Average for Category --

Fees & Expenses

Expense MGQLX Category Average
Annual Report Expense Ratio (net) 1.65% 0.95%
Prospectus Net Expense Ratio 1.65% --
Prospectus Gross Expense Ratio 2.02% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.11%
Max Deferred Sales Load -- 1.17%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Alex is a portfolio manager for the London based International Equity team. He joined Morgan Stanley from Sloane Robinson LLP in 2012 and has 14 years of buyside investment experience. Prior to joining the team, Alex was responsible for stock selection across the cyclical universe, predominantly in Asia ex-Japan. Alex is a trustee at the Belvedere Trust, a UK charity that gives grants to education, poverty alleviation and the arts. Alex holds a B.A. in Natural Sciences from Trinity College, Cambridge.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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