Fund Evaluator:

Morgan Stanley Inst Global Stars R6 Overview

Morgan Stanley Inst Global Stars R6 (MGQSX) is an actively managed International Equity Global Large-Stock Growth fund. Morgan Stanley launched the fund in 2013.

The investment seeks long-term capital appreciation. Under normal circumstances, at least 80% of the fund’s net assets (plus the amount of any borrowings for investment process) will be invested in equity securities of companies that satisfy the Adviser’s and/or Sub-Adviser’s ESG-integrated investment process. The Adviser and/or Sub-Adviser believe that the number of issuers with high-quality businesses meeting their criteria may be limited, and accordingly, the fund may concentrate its holdings in a relatively small number of companies. The fund is non-diversified.

About Morgan Stanley Inst Global Stars R6 (MGQSX)

There are 1 members of the management team with an average tenure of 8.84 years: Alex Gabriele (2017). Management tenure is more important for actively managed funds than passive index funds.

The fund has 3 primary benchmarks: MSCI ACWI NR USD index with a weighting of 100%, MSCI World NR USD index with a weighting of 50% and MSCI ACWI NR USD index with a weighting of 50%. Morgan Stanley Inst Global Stars R6 has 49 securities in its portfolio. The top 10 holdings constitute 40.7% of the fund’s assets. The fund meets the SEC requirement of being classified as a nondiversified fund. The fund is not considered to have an ESG focus with its investment selection and management.

Morgan Stanley Inst Global Stars R6 is part of the Equity global asset class and is within the International Equity fund group. Morgan Stanley Inst Global Stars R6 has 39.0% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 59.4%. There is 39.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Morgan Stanley Inst Global Stars R6 has 1.6% of the portfolio in cash.

Assets Under Management

The fund has $12 million in total assets, which is below the $988 million average for the Global Large-Stock Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

MGQSX Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Morgan Stanley Inst Global Stars R6 expense ratio is above average compared to funds in the Global Large-Stock Growth category. Morgan Stanley Inst Global Stars R6 has an expense ratio of 0.75%, which is 33% lower than its category average, making the fund expense ratio grade a A. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. Morgan Stanley Inst Global Stars R6 has a portfolio turnover rate of 49%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 47% for the Global Large-Stock Growth category.

Recently, in the month of July 2026, Morgan Stanley Inst Global Stars R6 returned 0.2%, which earned it a grade of B, as the Global Large-Stock Growth category had an average return of -2.4%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.

Morgan Stanley Inst Global Stars R6 has a trailing yield of 0.00%, which is below the 0.27% category average. The fund normally distributes its income annually and its capital gains semi-annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

Morgan Stanley Inst Global Stars R6 Grades

Year to date, the fund has returned -3.0%, 9.1 percentage points worse than the category, which translates into a grade of F. The fund has returned -5.1% over the past year (grade of F), 7.9% over the past three years (grade of F) and 4.3% per year over the past five years (grade of D) and 9.6% per year over the past 10 years (grade of F).

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