5 / 5 Stars
5 5 5 4 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 306 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 19.31 percent over the past year, and 14.74 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||14.7%|
|5 Years (Annualized)||N/A|
|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 companies located throughout the world, with capitalizations within the range of companies included in the Morgan Stanley Capital International ("MSCI") All Country World Index. It may invest in foreign securities, which may include emerging market securities. Under normal market conditions, the fund typically invests at least 40% of its assets in the securities of issuers located outside of the United States.
Fees are Above Average compared to funds in the same category.
Morgan Stanley Institutional Global Advantage Portfolio has an expense ratio of 2.05 percent.
Risk is Average compared to funds in the same category according to Morningstar.