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Morningstar

iMGP Global Select Instl MSEFX

Morningstar Analyst Rating
Quantitative rating as of | See iM Global Investment Hub
  • NAV / 1-Day Return 11.75  /  1.18 %
  • Total Assets 131.0 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 0.980%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 28%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis MSEFX

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

People Pillar

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

Summary

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Weakness in iMGP Global Select Instl's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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