Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio
Shareclass
Morgan Stanley Inst Global Franchise R6 (MGISX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio
FUND COVERAGE
# of holdings33
% of assets98%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co2.95%$79.53M
- 2. L'Oreal SA4.68%$126.23M
- 3. Haleon PLC2.98%$80.29M
- 4. Philip Morris International Inc1.43%$38.63M
- 5. Experian PLC1.56%$41.95M
- 6. Accenture PLC Class A3.46%$93.29M
- 7. SAP SE7.89%$212.71M
- 8. Microsoft Corp9.53%$257.01M
- 9. S&P Global Inc2.95%$79.7M
- 10. Lvmh Moet Hennessy Louis Vuitton SE1.55%$41.79M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Steris PLC1.4%$37.65M
- 2. Booking Holdings Inc3.62%$97.63M
- 3. Arthur J. Gallagher & Co2.96%$79.73M
- 4. Jack Henry & Associates Inc1.18%$31.73M
- 5. Roper Technologies Inc3.11%$83.77M
- 6. CDW Corp1.25%$33.77M
- 7. AutoZone Inc1.42%$38.28M
- 8. Intercontinental Exchange Inc3.1%$83.5M
- 9. Oracle Corp1.43%$38.52M
- 10. Aon PLC Class A4.18%$112.69M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio
Totals
Holdings
Assets
Weight
Prisons
2
$353.96M
13%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$641.54M
24%
Borders high risk
0
$0
0%
Total
6
$641.54M
24%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$257.01M
9.53%
2.
Alphabet Inc Class A
:$96.96M
3.59%
3.
RELX PLC
:$95.16M
3.53%
4.
Accenture PLC Class A
:$93.29M
3.46%
5.
Thermo Fisher Scientific Inc
:$68.87M
2.55%
6.
Equifax Inc
:$30.25M
1.12%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio MGISX
Environment
Social
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