Morgan Stanley Global Endurance R6 (MSJSX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Morgan Stanley Global Endurance R6
New York, NY 10036
522 Fifth Avenue
Morgan Stanley Institutional Fund Inc
Management information
,Lead manager since 30 December 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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Small/Mid Stock
Fund familyMorgan Stanley
Net assets38.64M
YTD return-5.22%
Yield1.98%
Morningstar rating★
Inception date30 Dec 2018
Fund operations
Last dividend0.30
Last cap gain-69.00
Holdings turnover130.00%
Average for categoryN/A
Fees and 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
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