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Morgan Stanley Inst Next Gen Em Mkts R6 (MSRFX)

15.05 +0.19 (+1.28%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.55%
5y Average Return -1.41%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Apr 23, 2024) 20.83%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 20.83%
Worst 3Y Total Return -8.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MSRFX
Category
YTD
5.94%
8.73%
1-Month
2.95%
1.20%
3-Month
5.94%
5.47%
1-Year
11.51%
41.79%
3-Year
-7.81%
11.48%
5-Year
-0.19%
12.18%
10-Year
-1.31%
4.39%
Last Bull Market
43.31%
17.73%
Last Bear Market
-16.57%
-25.55%

Annual Total Return (%) History

Year
MSRFX
Category
2024
--
--
2023
6.68%
--
2022
-37.32%
--
2021
15.34%
--
2020
14.02%
17.90%
2019
12.60%
19.25%
2018
-22.61%
-16.07%
2017
20.83%
34.17%

2016
3.88%
8.47%
2015
--
-13.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.94% -- -- --
2023 1.35% -2.03% 4.65% 2.67%
2022 -24.02% -16.57% -2.53% 1.44%
2021 4.26% 12.84% 2.66% -4.50%
2020 -30.06% 30.60% 9.80% 13.68%
2019 5.88% 6.22% -2.84% 3.05%
2018 5.76% -17.47% -6.12% -5.55%
2017 7.19% 5.21% 2.65% 4.37%
2016 -2.12% 1.63% 5.33% -0.85%
2015 0.69% -9.44% -0.80% --

Rank in Category (By Total Return)

YTD 7
1-Month 21
3-Month 7
1-Year 40
3-Year 79
5-Year 91

Load Adjusted Returns

1-Year 11.51%
3-Year -7.81%
5-Year -0.19%
10-Year -1.31%

Performance & Risk

YTD Return 1.55%
5y Average Return -1.41%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family Morgan Stanley
Net Assets 32.69M
YTD Return 5.94%
Yield 1.33%
Morningstar Rating
Inception Date Apr 30, 2015

Fund Summary

The fund’s adviser seeks to achieve the fund’s investment objective by investing primarily in growth-oriented equity securities in emerging markets, which include frontier emerging markets. Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities of companies operating in emerging market countries,which include frontier emerging market countries. The investment process integrates information about environmental, social and governance issues (also referred to as ESG) when making investment decisions.

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