Nasdaq USD
Morgan Stanley Inst Global Franchise A (MSFBX)
33.32
+0.29
+(0.88%)
At close: 8:01:41 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.92% |
| 5y Average Return | 9.22% |
| Number of Years Up | 20 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 25, 2025) | 29.24% |
| Worst 1Y Total Return (Apr 25, 2025) | -- |
| Best 3Y Total Return | 29.24% |
| Worst 3Y Total Return | 1.39% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MSFBX
Category
- YTD
- 3.13%
- 12.08%
- 1-Month
- -1.93%
- 0.64%
- 3-Month
- 3.13%
- 6.49%
- 1-Year
- 6.90%
- 38.01%
- 3-Year
- 5.74%
- 12.74%
- 5-Year
- 11.19%
- 12.82%
- 10-Year
- 10.13%
- 9.05%
- Last Bull Market
- 13.07%
- 18.82%
- Last Bear Market
- -10.34%
- -20.53%
Annual Total Return (%) History
Year
MSFBX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 3.13% | -- | -- | -- |
| 2024 | 4.87% | -2.05% | 9.49% | -3.34% |
| 2023 | 6.28% | 5.07% | -4.95% | 9.44% |
| 2022 | -9.07% | -10.34% | -8.64% | 10.84% |
| 2021 | 1.22% | 8.34% | -0.30% | 11.24% |
| 2020 | -13.10% | 15.61% | 6.54% | 5.52% |
| 2019 | 15.05% | 5.05% | 0.00% | 6.93% |
| 2018 | -0.99% | 4.26% | 4.74% | -9.15% |
| 2017 | 9.82% | 5.92% | 0.09% | 7.87% |
| 2016 | 3.66% | 2.90% | 0.62% | -1.84% |
| 2015 | 0.45% | 3.00% | -2.52% | 5.35% |
| 2014 | 0.68% | 4.66% | -1.87% | 1.00% |
| 2013 | 8.68% | -0.41% | 3.89% | 6.21% |
| 2012 | 12.12% | -3.51% | 5.95% | 0.46% |
| 2011 | 3.97% | 7.77% | -6.76% | 4.31% |
| 2010 | 5.87% | -8.59% | 12.12% | 4.91% |
| 2009 | -11.30% | 18.11% | 15.91% | 6.43% |
| 2008 | -7.00% | -7.59% | -4.63% | -13.43% |
| 2007 | 5.67% | 3.29% | -1.25% | 1.43% |
| 2006 | 5.40% | 2.32% | 6.29% | 5.83% |
| 2005 | 2.66% | 0.78% | 5.03% | 2.63% |
| 2004 | 2.39% | 3.16% | -4.46% | 12.54% |
| 2003 | -7.65% | 16.76% | 2.23% | 15.78% |
| 2002 | 12.43% | 4.51% | -8.54% | 0.34% |
Rank in Category (By Total Return)
| YTD | 14 |
| 1-Month | 19 |
| 3-Month | 14 |
| 1-Year | 28 |
| 3-Year | 64 |
| 5-Year | 85 |
Load Adjusted Returns
| 1-Year | 1.29% |
| 3-Year | 3.86% |
| 5-Year | 9.99% |
| 10-Year | 9.53% |
Performance & Risk
| YTD Return | 0.92% |
| 5y Average Return | 9.22% |
| Rank in Category (ytd) | 14 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.88 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Blend |
| Fund Family | Morgan Stanley |
| Net Assets | 2.71B |
| YTD Return | 3.13% |
| Yield | 0.43% |
| Morningstar Rating | |
| Inception Date | Nov 28, 2001 |
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.
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