Morgan Stanley Institutional Global Strategist Portfolio

U.S. News evaluated 120 World Allocation 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 14.94 percent over the past year, 11.06 percent over the past three years, 12.79 percent over the past five years, and 6.79 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.5%
1 Year 14.9%
3 Years (Annualized) 11.1%
5 Years (Annualized) 12.8%
10 Years (Annualized) 6.8%

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Summary

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

Fees are Low compared to funds in the same category.
Morgan Stanley Institutional Global Strategist Portfolio has an expense ratio of 1.42 percent.

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Risk

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

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