5 / 5 Stars
5 5 5 2 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#11 in World Stock
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 16.88 percent over the past year, and 16.34 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.2%|
|3 Years (Annualized)||16.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
Morgan Stanley Institutional Fund, Inc. Select Global Infrastructure Portfolio has an expense ratio of 1.40 percent.
Risk is Low compared to funds in the same category according to Morningstar.