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Morgan Stanley Inst Global Franchise L (MSFLX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 28.62%
Worst 1Y Total Return --
Number of Years Up 9
Number of Years Down 2

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

Risk Statistics

3 Years5 Years10 Years
MSFLXCategory AverageMSFLXCategory AverageMSFLXCategory Average
Alpha -0.54 -0.01 -0.54 -0.01 1.95 -0
BETA 0.91 0.01 0.8 0.01 0.81 0.01
Mean Annual Return 0.59 0.01 0.79 0.01 0.82 0.01
R-squared 86.27 0.95 84.3 0.93 77.58 0.91
Standard Deviation 16.28 0.18 15.52 0.15 13.49 0.15
Sharpe Ratio 0.26 0.01 0.47 0.01 0.62 0.01
Treynor Ratio 3.3 0.12 8.06 0.12 9.7 0.09

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