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Morgan Stanley Counterpoint Glo (0P0001BQ1R)

11.72 +0.04 (+0.34%)
At close: April 5 at 4:00 PM EDT

Fund Summary

Under normal market conditions, the Adviser seeks to achieve the fund's investment objective by investing primarily in established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. Under normal market conditions, the fund typically invests at least 40% of its total assets in the securities of issuers located outside of the United States, unless the Adviser determines, in its sole discretion, that conditions are not favorable.

Morgan Stanley Counterpoint Glo

New York, NY 10036
522 Fifth Avenue

Fund Overview

Category World Large-Stock Growth
Fund Family Morgan Stanley
Net Assets 10.93M
YTD Return 7.73%
Yield 0.00%
Morningstar Rating
Inception Date Jun 29, 2018

Fund Operations

Last Dividend 0.10
Last Cap Gain 11.00
Holdings Turnover 55.00%
Average for Category --

Fees & Expenses

Expense 0P0001BQ1R Category Average
Annual Report Expense Ratio (net) 1.41% 1.12%
Prospectus Net Expense Ratio 1.41% --
Prospectus Gross Expense Ratio 5.11% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.37%
Max Deferred Sales Load -- 1.26%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Kristian Heugh is the Head of the Global Opportunity team and leads Global and International investing for Counterpoint Global. He joined Morgan Stanley in 2001 and has been with financial industry since 2001. Previously, Kristian was a co-portfolio manager of an international equity strategy and a technology strategy while a member of the Global Research Group, working closely with the Counterpoint Global team. Prior to that, he was a technology analyst for MSIM’s Sector Rotation multi-cap growth strategies. Kristian received a B.A. in economics from Duke University and holds the Chartered Financial Analyst designation.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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