Morgan Stanley Inst Multi-Asset Portfolio

U.S. News evaluated 120 Multialternative 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 4.27 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date -0.6%
1 Year 4.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return. To implement this approach, the Adviser will take long and short positions in a range of securities, other instruments and asset classes to express its investment themes. The Adviser may implement these positions either directly by purchasing securities or (specifically in the case of short positions) through the use of derivatives. The portfolio may invest in real estate investment trusts ("REITs") and similar entities established outside the United States ("foreign real estate companies"). Its investments may be U.S. and non-U.S. dollar denominated.

Fees

Fees are Low compared to funds in the same category.
Morgan Stanley Inst Multi-Asset Portfolio has an expense ratio of 1.03 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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