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Morningstar

Morgan Stanley Inst Dynamic Value R6 MAADX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.38  /  0.71 %
  • Total Assets 128.2 Mil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.500%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 2.94%
  • Turnover 125%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis MAADX

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

People Pillar

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

Summary

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Weakness in Morgan Stanley Inst Dynamic Value R6's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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