Nasdaq - Delayed Quote USD

Morgan Stanley Inst Global Franchise R6 (MGISX)

38.29 +0.11 (+0.29%)
At close: 5:31 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.09%
5y Average Return 9.51%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Sep 12, 2024) 29.67%
Worst 1Y Total Return (Sep 12, 2024) --
Best 3Y Total Return 29.67%
Worst 3Y Total Return 4.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MGISX
Category
YTD
10.47%
12.08%
1-Month
3.63%
0.64%
3-Month
8.98%
6.49%
1-Year
14.47%
38.01%
3-Year
4.49%
12.74%
5-Year
9.42%
12.82%
10-Year
10.21%
9.05%
Last Bull Market
17.14%
18.82%
Last Bear Market
-10.27%
-20.53%

Annual Total Return (%) History

Year
MGISX
Category
2024
--
--
2023
16.52%
--
2022
-17.17%
--
2021
22.05%
--
2020
13.33%
12.96%
2019
29.67%
25.26%
2018
-1.45%
-10.06%
2017
26.00%
22.28%

2016
5.70%
6.93%
2015
--
-0.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.98% -1.97% -- --
2023 6.34% 5.18% -4.90% 9.54%
2022 -9.00% -10.27% -8.54% 10.91%
2021 1.31% 8.44% -0.23% 11.35%
2020 -13.04% 15.76% 6.62% 5.60%
2019 15.15% 5.17% 0.07% 7.00%
2018 -0.89% 4.33% 4.83% -9.08%
2017 9.93% 5.98% 0.21% 7.93%
2016 3.79% 2.99% 0.66% -1.76%
2015 -2.42% 5.39% -- --

Rank in Category (By Total Return)

YTD 82
1-Month 11
3-Month 5
1-Year 87
3-Year 62
5-Year 70

Load Adjusted Returns

1-Year 14.47%
3-Year 4.49%
5-Year 9.42%
10-Year 10.21%

Performance & Risk

YTD Return 11.09%
5y Average Return 9.51%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family Morgan Stanley
Net Assets 2.9B
YTD Return 10.47%
Yield 0.87%
Morningstar Rating
Inception Date Nov 28, 2001

Fund Summary

Under normal market conditions, the fund invests in securities of issuers from at least three different countries, which may include the United States. The Adviser and/or Sub-Adviser seek to invest in high quality companies they believe have strong business franchises, strong cash flows, modest capital requirements, strong balance sheets, capable management, and that typically return cash to shareholders.

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