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Morgan Stanley Inst Dynamic Value R6 MAADX

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%

Morningstar’s Analysis MAADX

Will MAADX outperform in future?

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

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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