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Morgan Stanley Global Endurance R6 (MSJSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
16.62-0.09 (-0.54%)
At close: 08:00PM EDT

Morgan Stanley Global Endurance R6

New York, NY 10036

522 Fifth Avenue

Morgan Stanley Institutional Fund Inc

Management Information
,Lead Manager since December 30, 2018
Mr. Gautam has been associated with Stanley Investment Management Inc. in an investment management capacity since 2015 and has six years of investment experience. Mr. Gautam is the lead portfolio manager. Members of Counterpoint Global collaborate to manage the assets. Prior to joining Stanley Investment Management, Mr. Gautam was an associate at Osmium Partners and served as a Board Observer at Spark Networks, Inc. In addition, Mr. Gautam was previously a research analyst at a family office and a research intern at Lane Five Capital Management.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Small/Mid Stock
Fund FamilyMorgan Stanley
Net Assets41.77M
YTD Return7.55%
Yield1.74%
Morningstar Rating★
Inception DateDec 30, 2018

Fund Operations

Last Dividend0.30
Last Cap Gain-69.00
Holdings Turnover130.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMSJSXCategory Average
Annual Report Expense Ratio (net)0.95%1.26%
Prospectus Net Expense Ratio0.95%N/A
Prospectus Gross Expense Ratio17.07%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.21%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A