Morgan Stanley Institutional Global Stars Portfolio;I

Frequently Asked Questions About MGQIX

What does MGQIX invest in?

This fund aims for substantial capital growth over the long term. It primarily invests in high-quality companies worldwide that consistently generate strong returns on their operational capital. These businesses often possess dominant market positions, formidable intangible assets like well-known brands, extensive networks, valuable licenses, and patents, and the ability to influence pricing, leading to superior gross margins. To manage its international holdings, the fund may employ derivative instruments such as foreign currency forward exchange contracts. This fund is non-diversified.

What is the expense ratio of MGQIX?

Morgan Stanley Institutional Global Stars Portfolio;I (MGQIX) charges an expense ratio of 0.80%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MGQIX?

Morgan Stanley Institutional Global Stars Portfolio;I (MGQIX) manages $21.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is MGQIX actively managed or an index fund?

MGQIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was MGQIX launched?

Morgan Stanley Institutional Global Stars Portfolio;I (MGQIX) launched in September 2013 and is managed by Morgan Stanley.

How has MGQIX performed?

MGQIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.