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Lipper
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Zacks Investment Research
3
(Hold)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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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.
Performance
The fund has returned 24.57 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 7.7% |
| 1 Year | 24.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide both capital appreciation and income. The fund normally invests 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. Under normal market conditions, the Portfolio 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. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
Morgan Stanley Institional Select Global Infrastructure Portfolio has an expense ratio of 1.15 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
