Nasdaq - Delayed Quote USD
Morgan Stanley Instl Global Core C (MLMCX)
19.49
+0.32
+(1.67%)
At close: 8:01:39 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -3.35% |
| 5y Average Return | 12.54% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 30, 2025) | 29.44% |
| Worst 1Y Total Return (Apr 30, 2025) | -- |
| Best 3Y Total Return | 29.44% |
| Worst 3Y Total Return | 2.68% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MLMCX
Category
- YTD
- -3.29%
- 9.95%
- 1-Month
- -6.24%
- 2.98%
- 3-Month
- -3.29%
- 8.22%
- 1-Year
- 3.70%
- 40.81%
- 3-Year
- 6.78%
- 19.17%
- 5-Year
- 14.76%
- 18.49%
- 10-Year
- 0.00%
- 11.83%
- Last Bull Market
- 16.88%
- 21.12%
- Last Bear Market
- -15.63%
- -20.34%
Annual Total Return (%) History
Year
MLMCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -3.29% | -- | -- | -- |
| 2024 | 14.36% | 1.85% | 4.32% | 0.92% |
| 2023 | 6.09% | 5.95% | -7.16% | 11.81% |
| 2022 | -9.37% | -15.63% | -4.46% | 9.18% |
| 2021 | 3.73% | 6.70% | -1.98% | 7.22% |
| 2020 | -22.67% | 21.93% | 13.08% | 12.44% |
| 2019 | 12.97% | 4.06% | 0.42% | 9.64% |
| 2018 | -1.24% | -2.68% | 2.67% | -15.94% |
| 2017 | 5.60% | 4.36% | 4.37% | 5.13% |
| 2016 | 5.25% | -1.85% | -- | -- |
Rank in Category (By Total Return)
| YTD | 52 |
| 1-Month | 65 |
| 3-Month | 52 |
| 1-Year | 36 |
| 3-Year | 26 |
| 5-Year | 25 |
Load Adjusted Returns
| 1-Year | 2.70% |
| 3-Year | 6.78% |
| 5-Year | 14.76% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -3.35% |
| 5y Average Return | 12.54% |
| Rank in Category (ytd) | 52 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Growth |
| Fund Family | Morgan Stanley |
| Net Assets | 37.6M |
| YTD Return | -3.29% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | May 27, 2016 |
Fund Summary
The Adviser seeks to achieve the fund's investment objective by investing primarily in U.S. and non-U.S. companies. The Adviser utilizes both a top-down and a bottom-up stock selection process, seeking investments in companies with attractive valuations, above-average appreciation potential and competitive dividend yields. The Adviser primarily uses a sector-neutral factor model that is broadly grouped into the following four categories: momentum/risk, valuation, quality and growth to help identify market drivers. The fund is non-diversified.
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