Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Morgan Stanley Inst International Eq I (MSIQX)

10.89
0.00
(0.00%)
At close: 8:02:41 PM EDT

Fund Summary

Under normal circumstances, at least 80% of the fund’s assets will be invested in equity securities. This policy may be changed without shareholder approval; however, the investors would be notified upon 60 days’ notice in writing of any changes. The fund’s equity investments may include convertible securities.

Morgan Stanley Inst International Eq I

New York, NY 10036
522 Fifth Avenue

Fund Overview

Category Foreign Large Blend
Fund Family Morgan Stanley
Net Assets 579.55M
YTD Return 7.08%
Yield 3.31%
Morningstar Rating
Inception Date Sep 13, 2013

Fund Operations

Last Dividend 0.47
Last Cap Gain 27.00
Holdings Turnover 28.00%
Average for Category --

Fees & Expenses

Expense MSIQX Category Average
Annual Report Expense Ratio (net) 0.95% 0.92%
Prospectus Net Expense Ratio 0.95% --
Prospectus Gross Expense Ratio 1.02% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.28%
Max Deferred Sales Load -- 1.46%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

William D. Lock, Lead Manager since May 31, 1999
William is a portfolio manager and head of the London-based International Equity team. He joined Morgan Stanley in 1994 and has 31 years of investment experience. Prior to joining the firm, he worked at Credit Suisse First Boston’s Corporate Finance Group, and was a management consultant with Arthur D. Little. William received a B.A. in Modern History from Keble College, Oxford. William is a longstanding sponsor of the creative arts, including Glyndebourne Opera.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers