4 / 5 Stars
5 5 4 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#3 in World Allocation
U.S. News evaluated 144 World Allocation 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 14.21 percent over the past year, 10.88 percent over the past three years, 5.42 percent over the past five years, and 7.95 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||6.4%|
|3 Years (Annualized)||10.9%|
|5 Years (Annualized)||5.4%|
|10 Years (Annualized)||8.0%|
The investment seeks above-average total return over a market cycle of three to five years. The fund seeks to achieve its investment objective by investing primarily in a blend of equity and fixed income securities of U.S. and non-U.S. issuers. It may invest a portion of its assets in below investment grade fixed income securities and repurchase agreements. The fund may also invest in restricted and illiquid securities. It may invest a portion of its assets in below investment grade fixed income securities and repurchase agreements. The fund may also invest in restricted and illiquid securities.
Fees are Low compared to funds in the same category.
Morgan Stanley Institutional Global Strategist Portfolio has an expense ratio of 1.35 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.