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Morgan Stanley Inst Global Stars R6 (MGQSX)
At close: 8:00:52 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.08% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 15.86% |
| 5y Average Return | 9.29% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MGQSX | Category Average | MGQSX | Category Average | MGQSX | Category Average | |
| Alpha | -0.26 | -0.01 | -0.17 | -0.01 | 2.09 | -0 |
| BETA | 1 | 0.01 | 0.9 | 0.01 | 0.87 | 0.01 |
| Mean Annual Return | 0.71 | 0.01 | 0.94 | 0.01 | 0.92 | 0.01 |
| R-squared | 92.08 | 0.95 | 90.07 | 0.93 | 84.32 | 0.91 |
| Standard Deviation | 17.11 | 0.18 | 16.66 | 0.15 | 14.08 | 0.15 |
| Sharpe Ratio | 0.26 | 0.01 | 0.52 | 0.01 | 0.66 | 0.01 |
| Treynor Ratio | 3.16 | 0.12 | 8.55 | 0.12 | 10 | 0.09 |
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