Morgan Stanley Institutional Global Franchise Fund

Scorecard
4 / 5 Stars
Lipper
5 4 5 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

#58 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.

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Performance

The fund has returned 16.28 percent over the past year, 12.12 percent over the past three years, 17.27 percent over the past five years, and 10.12 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.4%
1 Year 16.3%
3 Years (Annualized) 12.1%
5 Years (Annualized) 17.3%
10 Years (Annualized) 10.1%

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Summary

The investment seeks long-term capital appreciation. The fund seeks long-term capital appreciation by investing primarily in equity securities of issuers located throughout the world that they believe have, among other things, resilient business franchises and growth potential. Under normal market conditions, it invests in securities of issuers from at least three different countries, which may include the United States. The fund may concentrate its holdings in a relatively small number of companies and may invest up to 25% of its assets in a single issuer. It may utilize foreign currency forward exchange contracts. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Morgan Stanley Institutional Global Franchise Fund has an expense ratio of 1.20 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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