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Morgan Stanley Inst Next Gen Em Mkts I (MFMIX)

15.03
+0.02
+(0.13%)
At close: 8:01:36 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 32.95%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 4

Performance & Risk

YTD Return -6.85%
5y Average Return 5.55%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.68
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
MFMIXCategory AverageMFMIXCategory AverageMFMIXCategory Average
Alpha -4.92 0.02 -5.73 0.01 -4.6 -0.01
BETA 0.68 0.01 0.98 0.01 0.86 0.01
Mean Annual Return 0.04 0.01 0.24 0.01 0.06 0
R-squared 61.62 0.82 58.96 0.79 55.77 0.8
Standard Deviation 14.1 0.2 21.55 0.17 17.32 0.18
Sharpe Ratio -0.28 0.01 0.01 0.01 -0.07 0
Treynor Ratio -7.38 0.1 -2.32 0.11 -3.24 0.04

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