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Morgan Stanley Inst Global Insgt A (MIGPX)

19.02
-0.11
(-0.58%)
At close: 8:01:42 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 17.80%
5y Average Return 10.74%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Feb 14, 2025) 94.46%
Worst 1Y Total Return (Feb 14, 2025) --
Best 3Y Total Return 94.46%
Worst 3Y Total Return -18.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MIGPX
Category
YTD
8.87%
9.95%
1-Month
8.87%
2.98%
3-Month
26.96%
8.22%
1-Year
72.59%
40.81%
3-Year
10.15%
19.17%
5-Year
10.16%
18.49%
10-Year
11.66%
11.83%
Last Bull Market
56.43%
21.12%
Last Bear Market
-36.64%
-20.34%

Annual Total Return (%) History

Year
MIGPX
Category
2024
47.68%
--
2023
50.54%
--
2022
-57.83%
--
2021
-14.49%
--
2020
94.46%
32.67%
2019
31.04%
30.40%
2018
-6.03%
-7.79%
2017
41.02%
30.22%

2016
-0.11%
2.42%
2015
3.40%
1.26%
2014
0.46%
2.65%
2013
29.48%
26.44%
2012
22.44%
18.01%
2011
0.07%
-6.80%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.74% -4.26% 15.36% 24.11%
2023 20.73% 11.00% -7.68% 21.69%
2022 -29.28% -36.64% 4.08% -9.58%
2021 -4.85% 7.65% -7.16% -10.07%
2020 -12.69% 57.69% 13.48% 24.47%
2019 20.42% 6.48% -4.78% 7.32%
2018 3.09% 5.17% 1.68% -14.76%
2017 11.24% 10.25% 5.77% 8.71%
2016 -4.80% 1.71% 7.88% -4.38%
2015 5.51% -0.67% -7.80% 7.01%

2014 -0.81% 1.63% -1.39% 1.05%
2013 4.14% 0.34% 13.86% 8.84%
2012 16.55% -4.13% 4.31% 5.05%
2011 3.80% 3.66% -13.50% 7.53%

Rank in Category (By Total Return)

YTD 1
1-Month 1
3-Month 1
1-Year 1
3-Year 15
5-Year 57

Load Adjusted Returns

1-Year 63.52%
3-Year 8.19%
5-Year 8.98%
10-Year 11.06%

Performance & Risk

YTD Return 17.80%
5y Average Return 10.74%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.57
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family Morgan Stanley
Net Assets 68.51M
YTD Return 8.87%
Yield 1.05%
Morningstar Rating
Inception Date Dec 28, 2010

Fund Summary

Under normal market conditions, the Adviser seeks to achieve its 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 Net 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.

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