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Morningstar

Morgan Stanley Inst Global Opp I MGGIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
23.83  /  3.64 %
Total Assets
2.9 Bil
Adj. Expense Ratio
0.920%
Expense Ratio
0.920%
Fee Level
Above Average
Longest Manager Tenure
14.33 years
Category
Global Large-Stock Growth
Investment Style
Large Growth
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
21%

Morningstar’s Fund Analysis MGGIX

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

People Pillar

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

Morgan Stanley Institutional Global Opportunity to Reopen; Ratings Unchanged

Director

Analyst Note

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Morgan Stanley Institutional Global Opportunity will reopen to new investors on Jan. 2, 2023. The strategy had closed on Dec. 31, 2020, following stellar performance and robust inflows. But a rough stretch since then has cooled investor interest. Strategy assets dropped from $44 billion when the fund closed to $22 billion as of July 31, 2022. This announcement doesn’t affect the fund’s Morningstar Analyst Ratings, which range from Bronze to Neutral.

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