3 / 5 Stars
5 2 2 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#30 in World Stock
U.S. News evaluated 303 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 42.07 percent over the past year, 11.77 percent over the past three years, and 27.30 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.0%|
|3 Years (Annualized)||11.8%|
|5 Years (Annualized)||27.3%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in established and emerging franchise companies located throughout the world, with capitalizations within the range of companies included in the Morgan Stanley Capital International ("MSCI") All Country World Index. Its equity investments may include common and preferred stocks, convertible securities and equity-linked securities, rights and warrants to purchase common stocks, depositary receipts, exchange-traded funds ("ETFs"), limited partnership interests and other specialty securities having equity features.
Fees are Above Average compared to funds in the same category.
Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio has an expense ratio of 1.59 percent.
Risk is High compared to funds in the same category according to Morningstar.