4 / 5 Stars
5 5 3 4 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#75 in Large Growth
U.S. News evaluated 468 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 44.10 percent over the past year, 16.64 percent over the past three years, 28.82 percent over the past five years, and 9.71 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.3%|
|3 Years (Annualized)||16.6%|
|5 Years (Annualized)||28.8%|
|10 Years (Annualized)||9.7%|
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 are Average compared to funds in the same category.
Morgan Stanley Focus Growth Fund has an expense ratio of 0.96 percent.
Risk is High compared to funds in the same category according to Morningstar.