5 / 5 Stars
4 4 5 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 304 World Stock 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 16.34 percent over the past year, 15.91 percent over the past three years, 20.62 percent over the past five years, and 9.62 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.3%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||20.6%|
|10 Years (Annualized)||9.6%|
The investment seeks to provide both capital appreciation and current income. The fund will normally invest at least 80% of its assets in equity securities issued by companies located throughout the world that are engaged in the infrastructure business. It may invest up to 100% of its net assets in foreign securities. The fund normally invests at least 40% of its assets in the securities of issuers located outside of the United States. It has a fundamental policy of investing 25% or more of its assets in the infrastructure industry.
Fees are Above Average compared to funds in the same category.
Morgan Stanley Global Infrastructure Fund has an expense ratio of 1.85 percent.
Risk is Low compared to funds in the same category according to Morningstar.