Nasdaq - Delayed Quote • USD
Morgan Stanley Inst Global Franchise I (MSFAX)
At close: 5:31 PM EDT
Fund Summary
Under normal market conditions, the fund invests in securities of issuers from at least three different countries, which may include the United States. The Adviser and/or Sub-Adviser seek to invest in high quality companies they believe have strong business franchises, strong cash flows, modest capital requirements, strong balance sheets, capable management, and that typically return cash to shareholders.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.65% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 11.03% |
| 5y Average Return | 9.41% |
| Rank in Category (ytd) | 83 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MSFAX | Category Average | MSFAX | Category Average | MSFAX | Category Average | |
| Alpha | -1.08 | -0.01 | -1.03 | -0.01 | 2.55 | -0 |
| BETA | 0.92 | 0.01 | 0.83 | 0.01 | 0.81 | 0.01 |
| Mean Annual Return | 0.47 | 0.01 | 0.85 | 0.01 | 0.89 | 0.01 |
| R-squared | 86.12 | 0.95 | 84.08 | 0.93 | 77.56 | 0.91 |
| Standard Deviation | 16.57 | 0.18 | 15.67 | 0.15 | 13.66 | 0.15 |
| Sharpe Ratio | 0.12 | 0.01 | 0.5 | 0.01 | 0.65 | 0.01 |
| Treynor Ratio | 0.73 | 0.12 | 8.33 | 0.12 | 10.37 | 0.09 |
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