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Morgan Stanley Inst Global Sustain C (MSGQX)

17.73 +0.02 (+0.11%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.31%
5y Average Return 7.91%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Apr 24, 2024) 28.63%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 28.63%
Worst 3Y Total Return 1.83%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MSGQX
Category
YTD
5.89%
12.08%
1-Month
0.00%
0.64%
3-Month
5.89%
6.49%
1-Year
18.92%
38.01%
3-Year
4.75%
12.74%
5-Year
9.05%
12.82%
10-Year
8.54%
9.05%
Last Bull Market
25.94%
18.82%
Last Bear Market
-13.15%
-20.53%

Annual Total Return (%) History

Year
MSGQX
Category
2024
--
--
2023
20.35%
--
2022
-21.54%
--
2021
17.33%
--
2020
14.68%
12.96%
2019
28.63%
25.26%
2018
-0.50%
-10.06%
2017
21.46%
22.28%

2016
3.06%
6.93%
2015
--
-0.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.89% -- -- --
2023 7.15% 6.35% -4.63% 10.73%
2022 -9.17% -13.15% -9.22% 9.57%
2021 2.07% 5.96% -0.41% 8.93%
2020 -14.14% 17.44% 6.97% 6.31%
2019 12.21% 5.99% 0.89% 7.19%
2018 -0.16% 5.07% 5.00% -9.66%
2017 9.09% 5.15% 0.33% 5.53%
2016 1.86% 2.17% 0.93% -1.88%
2015 -2.94% 5.04% -- --

Rank in Category (By Total Return)

YTD 74
1-Month 98
3-Month 74
1-Year 59
3-Year 72
5-Year 64

Load Adjusted Returns

1-Year 17.92%
3-Year 4.75%
5-Year 9.05%
10-Year 8.54%

Performance & Risk

YTD Return 2.31%
5y Average Return 7.91%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family Morgan Stanley
Net Assets 110.44M
YTD Return 5.89%
Yield 0.00%
Morningstar Rating
Inception Date Sep 13, 2013

Fund Summary

Under normal circumstances, at least 80% of the fund’s net assets (plus the amount of any borrowings for investment process) will be invested in equity securities of companies that satisfy the Adviser’s and/or Sub-Adviser’s ESG-integrated investment process. The Adviser and/or Sub-Adviser believe that the number of issuers with high-quality businesses meeting their criteria may be limited, and accordingly, the fund may concentrate its holdings in a relatively small number of companies. The fund is non-diversified.

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