5 / 5 Stars
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Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 290 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 25.57 percent over the past year, 22.49 percent over the past three years, 5.17 percent over the past five years, and 10.43 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||8.0%|
|3 Years (Annualized)||22.5%|
|5 Years (Annualized)||5.2%|
|10 Years (Annualized)||10.4%|
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, which may include emerging market securities. The fund invests at least 40% of its assets in the securities of issuers located outside of the United States. Its equity investments may include convertible securities. The fund has a fundamental policy of investing 25% or more of its assets in the utilities industry.
Fees are High compared to funds in the same category.
Morgan Stanley Global Infrastructure Fund has an expense ratio of 0.86 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.