MIGIX : Morgan Stanley Institutional Fund, Inc. Global Advantage Portfolio Class I

MIGIX is a Allocation Market Total World with MODERATE fees.

MIGIX

Morgan Stanley Institutional Fund, Inc. Global Advantage Portfolio Class I

FI Score

37 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

37% FI Score
  • migix
  • Mutual Fund
  • Allocation
  • Total World

Morgan Stanley Institutional Fund, Inc. Global Advantage Portfolio Class I

Expenses: 1.09% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in established companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. Under normal market conditions, the fund typically invests at least 40% of its total assets in the securities of issuers located outside of the United States, unless the Adviser determines, in its sole discretion, that conditions are not favorable.

Largest Holdings

Amount Holding
6.29% Shopify Inc A
6.10% Adyen NV
5.36% Atlassian Corporation PLC A
5.22% Veeva Systems Inc Class A
5.20% ServiceNow Inc
4.95% Intuitive Surgical Inc
4.64% Spotify Technology SA
3.74% Xero Ltd
3.67% MercadoLibre Inc
3.63% Amazon.com Inc
3.56% Ecolab Inc
3.33% Workday Inc Class A
3.26% Slack Technologies Inc Class A
3.23% Okta Inc A
2.91% Coupa Software Inc
2.67% Sea Ltd ADR
2.65% Twitter Inc
2.56% Chr. Hansen Holding A/S
2.52% Christian Dior SE
2.44% Twilio Inc A
2.42% FirstService Corp
2.41% Hermes International SA
2.36% Essilorluxottica
2.11% HDFC Bank Ltd ADR
1.74% Zoetis Inc Class A

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo