Nasdaq - Delayed Quote USD

Morgan Stanley Inst Global Franchise L (MSFLX)

33.47 -0.02 (-0.06%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.18%
5y Average Return 7.33%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Apr 26, 2024) 28.62%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 28.62%
Worst 3Y Total Return 3.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MSFLX
Category
YTD
4.73%
12.08%
1-Month
-0.03%
0.64%
3-Month
4.73%
6.49%
1-Year
14.06%
38.01%
3-Year
5.98%
12.74%
5-Year
8.64%
12.82%
10-Year
9.30%
9.05%
Last Bull Market
25.66%
18.82%
Last Bear Market
-10.46%
-20.53%

Annual Total Return (%) History

Year
MSFLX
Category
2024
--
--
2023
15.57%
--
2022
-17.86%
--
2021
21.02%
--
2020
12.38%
12.96%
2019
28.62%
25.26%
2018
-2.29%
-10.06%
2017
24.98%
22.28%

2016
4.82%
6.93%
2015
5.72%
-0.92%
2014
4.00%
3.67%
2013
18.78%
24.08%
2012
--
14.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.73% -- -- --
2023 6.11% 4.99% -5.09% 9.30%
2022 -9.19% -10.46% -8.74% 10.70%
2021 1.09% 8.23% -0.45% 11.12%
2020 -13.22% 15.52% 6.38% 5.38%
2019 14.93% 4.95% -0.15% 6.80%
2018 -1.08% 4.14% 4.59% -9.32%
2017 9.74% 5.75% 0.00% 7.69%
2016 3.52% 2.81% 0.48% -1.98%
2015 0.30% 2.86% -2.63% 5.24%

2014 0.59% 4.49% -1.97% 0.95%
2013 8.52% -0.57% 3.75% 6.10%
2012 5.84% 0.37% -- --

Rank in Category (By Total Return)

YTD 83
1-Month 100
3-Month 83
1-Year 81
3-Year 58
5-Year 72

Load Adjusted Returns

1-Year 14.06%
3-Year 5.98%
5-Year 8.64%
10-Year 9.30%

Performance & Risk

YTD Return 0.18%
5y Average Return 7.33%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family Morgan Stanley
Net Assets 2.98B
YTD Return 4.73%
Yield 0.17%
Morningstar Rating
Inception Date Nov 28, 2001

Fund Summary

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, sustainable competitive advantages, capable management and financial strength. Normally, 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 total assets in a single issuer. It may utilize foreign currency forward exchange contracts.

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