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.
- NAV / 1-Day Return 11.38 / 0.71 %
- Total Assets 128.2 Mil
Adj. Expense Ratio
- 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.