Morgan Stanley Institutional International Small Cap Fund

Scorecard
1 / 5 Stars
Lipper
1 1 2 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
E+ (Sell)

U.S. News evaluated 22 Foreign Small/Mid Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 21.61 percent over the past year, 2.78 percent over the past three years, 15.27 percent over the past five years, and 5.33 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.7%
1 Year 21.6%
3 Years (Annualized) 2.8%
5 Years (Annualized) 15.3%
10 Years (Annualized) 5.3%

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Summary

The investment seeks long-term capital appreciation by investing primarily in equity securities of small non-U.S. companies. The fund invests primarily in established and emerging franchise companies on an international basis, with capitalizations within the range of companies included in the Morgan Stanley Capital International ("MSCI") EAFE Small Cap Total Return Index. It may invest in foreign securities, which may include emerging market securities. Under normal circumstances, at least 80% of the assets of the fund will be invested in equity securities of non-U.S. small cap companies. The fund may utilize foreign currency forward exchange contracts.

Fees

Fees are Low compared to funds in the same category.
Morgan Stanley Institutional International Small Cap Fund has an expense ratio of 1.15 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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