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Nasdaq - Delayed Quote USD

Morgan Stanley Inst Global Stars I (MGQIX)

16.61
+0.10
+(0.61%)
At close: 8:01:38 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.24%
5y Average Return 10.58%
Number of Years Up 10
Number of Years Down 1
Best 1Y Total Return (Apr 25, 2025) 30.03%
Worst 1Y Total Return (Apr 25, 2025) --
Best 3Y Total Return 30.03%
Worst 3Y Total Return 2.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MGQIX
Category
YTD
0.97%
12.08%
1-Month
-2.81%
0.64%
3-Month
0.97%
6.49%
1-Year
10.61%
38.01%
3-Year
7.57%
12.74%
5-Year
12.59%
12.82%
10-Year
10.51%
9.05%
Last Bull Market
17.97%
18.82%
Last Bear Market
-12.86%
-20.53%

Annual Total Return (%) History

Year
MGQIX
Category
2025
--
--
2024
16.27%
--
2023
21.69%
--
2022
-20.69%
--
2021
18.62%
--
2020
15.96%
12.96%
2019
30.03%
25.26%
2018
0.60%
-10.06%

2017
22.86%
22.28%
2016
4.20%
6.93%
2015
5.27%
-0.92%
2014
2.66%
3.67%
2013
--
24.08%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.97% -- -- --
2024 6.14% 0.26% 8.27% 0.93%
2023 7.43% 6.61% -4.31% 11.03%
2022 -8.96% -12.86% -8.95% 9.81%
2021 2.35% 6.19% -0.06% 9.20%
2020 -13.85% 17.74% 7.26% 6.58%
2019 12.52% 6.29% 1.16% 7.48%
2018 0.08% 5.37% 5.27% -9.38%
2017 9.44% 5.49% 0.57% 5.82%
2016 2.19% 2.40% 1.25% -1.65%

2015 1.15% 1.48% -2.66% 5.35%
2014 0.71% 5.02% -2.05% -0.91%
2013 7.74% -- -- --

Rank in Category (By Total Return)

YTD 27
1-Month 28
3-Month 27
1-Year 8
3-Year 28
5-Year 74

Load Adjusted Returns

1-Year 10.61%
3-Year 7.57%
5-Year 12.59%
10-Year 10.51%

Performance & Risk

YTD Return 0.24%
5y Average Return 10.58%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family Morgan Stanley
Net Assets 47.74M
YTD Return 0.97%
Yield 0.51%
Morningstar Rating
Inception Date Apr 30, 2015

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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