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Morgan Stanley Instl Global Core I (MLMIX)

21.21
+0.43
+(2.07%)
At close: 8:00:55 PM EST

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Morgan Stanley - Brokerage Accounts
  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • LPL SAM Eligible - 10.24.2024
  • Vanguard NTF
  • Raymond James
  • RBC Wealth Management-Network Eligible
  • Morgan Stanley Consulting Group Advisor
  • Morgan Stanley Select UMA
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • MSWM Brokerage
  • Securities America Inc.
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • JP Morgan No Load
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Existing Shareholders Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • LPL Brokerage Availability - November 2024

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.

Fund Overview

Category World Large-Stock Growth
Fund Family Morgan Stanley
Net Assets 36.77M
YTD Return 23.98%
Yield 0.17%
Morningstar Rating
Inception Date May 27, 2016

Performance & Risk

YTD Return -0.95%
5y Average Return 10.08%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

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