| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
4
2
2
4
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#223 in Large Growth
U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 5.36 percent over the past year, 11.31 percent over the past three years, 4.75 percent over the past five years, and 8.08 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.7% |
| 1 Year | 5.4% |
| 3 Years (Annualized) | 11.3% |
| 5 Years (Annualized) | 4.7% |
| 10 Years (Annualized) | 8.1% |
Summary
The investment seeks long-term capital growth. The fund normally invests at least 65% of its assets in a portfolio of common stocks (including depositary receipts). Up to 25% of the fund's net assets may be invested in foreign securities (including depositary receipts), which may include emerging market securities. It may invest in privately placed and restricted securities. The fund may utilize foreign currency forward exchange contracts, which are derivatives, in connection with its investments in foreign securities. It is non-diversified.
Fees
Fees are Average compared to funds in the same category.
Morgan Stanley Focus Growth Fund has an expense ratio of 0.96 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
