Not Scored in World Stock
U.S. News evaluated 272 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 5 / 5 Stars |
| Lipper | --- |
| Zacks Investment Research | --- |
| Standard & Poor's | --- |
| TheStreet.com | --- |
Fund Overview
The investment seeks long-term capital appreciation. The fund invests primarily in established and emerging franchise companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. The advisor emphasizes a bottom-up stock selection process, seeking attractive growth investments on an individual company basis. In selecting securities for investment, the advisor seeks companies with the potential for strong free cash flow generation and that the advisor believes are undervalued at the time of purchase.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 15.0% |
| 1 Year | 4.0% |
| 3 Years (Annualized) | 35.8% |
| 5 Years (Annualized) | |
| 10 Years (Annualized) |
Performance
The fund has returned 3.99 percent over the past year, and 35.77 percent over the past three years.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.12 | 2.12 |
| Stocks | 28.49 | 28.49 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 3.18 | 3.18 |
| Foreign Stocks | 65.17 | 65.17 |
| Convertible | 0.0 | 0.0 |
| Preferred | 1.05 | 1.05 |
Updated 12.31.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 12.31.2011
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Google, Inc. A | GOOG | 0.16 | 6.05 |
| Apple, Inc. | AAPL | 52.75 | 5.01 |
| Baidu, Inc. ADR | BIDU | 25.96 | 4.81 |
| Amazon.com Inc | AMZN | 14.41 | 4.66 |
| New Oriental Education & Technology Group Inc. ADR | EDU | 17.88 | 4.62 |
Fees
Morgan Stanley Institutional Global Opportunity Portfolio has an expense ratio of 1.25 percent.
