MLNIX Morgan Stanley Instl Glbl Concntr I Forecast, Technical & Fundamental Analysis

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Mastercard (NYSE:MA), Costco Wholesale Corp (NASDAQ:COST), NetEase (NASDAQ:NTES), United Rentals (NYSE:URI).

The investment seeks long-term capital appreciation. The Adviser seeks to achieve the fund's investment objective by investing primarily in U.S. and non-U.S. companies. The adviser utilizes both a top-down and a bottom-up stock selection process, seeking investments in companies with attractive valuations, above average appreciation potential and competitive dividend yields. The Adviser primarily uses a sector-neutral factor model that is broadly grouped into the following four categories: momentum/risk, valuation, quality and growth to help identify market drivers. The fund is non-diversified.

The average market capitalization across the Morgan Stanley Instl Glbl Concntr I MF is 1.07T. The market cap for tickers in the group ranges from 54.77B to 4.72T. NVDA holds the highest valuation in this group at 4.72T. The lowest valued company is URI at 54.77B.

The average weekly volume growth across all stocks in the Morgan Stanley Instl Glbl Concntr I MF was -7%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was -23%