Mutual Fund Insights: Morgan Stanley European Equity A Fund (EUGAX)

In-depth Analysis of Morgan Stanley European Equity A Fund (EUGAX)

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See Morgan Stanley European Equity A Fund (EUGAX) performance details as of February 28, 2010

  

Last Trade: $14.68 on 3/19/2010, Change: -0.14 (-0.94%)

  

Fund Manager - Riccardo Bindi

Fund Manager Tenure: 3.2 years   [Similar Funds: EUGBX  EUGCX  EUGDX  EUGRX  EUGWX ]
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)

Riccardo Bindi is an executive director of Morgan Stanley Investment Management Limited, with which Riccardo Bindi has been associated in an investment management capacity since December 2006. Prior to that, Riccardo Bindi was a portfolio manager at Socit Gnrale Asset Management. Prior to November 2003, Riccardo Bindi was a portfolio manager at Lombard Odier Darier Hentsch.  Get more insights on Riccardo Bindi

  

 What we like about Morgan Stanley European Equity A Fund (EUGAX)

Data for Morgan Stanley European Equity A Fund (EUGAX) as of February 28, 2010

• Morgan Stanley European Equity A Fund (EUGAX) management has been with Morgan Stanley European Equity A Fund for 3.2 years
• Morgan Stanley European Equity A Fund (EUGAX) ratio of up-years vs down years is greater than 2
• Morgan Stanley European Equity A Fund (EUGAX) has an annual stock turnover rate of 27.00% vs Europe Stock average of 160.10%. It is good that Morgan Stanley European Equity A management does not trade extensively for its return.
• Morgan Stanley European Equity A Fund (EUGAX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.83, lower than category average of 28.45
• Morgan Stanley European Equity A Fund (EUGAX) has a lower management fee than its Europe Stock average: 1.53% vs 1.73%

  

 What we are cautious about Morgan Stanley European Equity A Fund (EUGAX)

Data for Morgan Stanley European Equity A Fund (EUGAX) as of February 28, 2010

• Morgan Stanley European Equity A Fund is a focused fund with 33.01% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Morgan Stanley European Equity A Fund (EUGAX) has a less-than-ideal short-term performance (1-year return 46.77% vs 68.46 % Europe Stock category average)
• Morgan Stanley European Equity A Fund (EUGAX) has a less-than-ideal mid-term performance (3-year return -8.09% vs -8.95 % Europe Stock category average)
• Morgan Stanley European Equity A Fund (EUGAX) has a less-than-ideal Long-term performance (5-year return 1.20% vs 2.40 % Europe Stock category average)
• Morgan Stanley European Equity A Fund (EUGAX) has a Morningstar rating of 3 and below
• Morgan Stanley European Equity A Fund (EUGAX) is less safe compared to its Europe Stock peers
• Morgan Stanley European Equity A Fund (EUGAX) does not have a good risk adjusted return as its 3-year Alpha of -0.23 is worse than category average of 1.4, and its 3-year Sharpe ratio is -0.31
• Morgan Stanley European Equity A Fund (EUGAX) carries a 5.25% load

See Morgan Stanley European Equity A Fund (EUGAX) performance details as of February 28, 2010

  

  

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Morgan Stanley European Equity A Fund (EUGAX) Net Asset

Track net asset change of Morgan Stanley European Equity A fund (EUGAX)

Date	Net Asset
02/2010	$255.36M
01/2010	$11.27M
11/2009	$12.65M

More historic net asset information on Morgan Stanley European Equity A Fund (EUGAX)

  

Morgan Stanley European Equity A Fund (EUGAX) Portfolio Allocation

Track portfolio allocation change of Morgan Stanley European Equity A fund (EUGAX)

Date	Cash	Stock	Bond	Other
09/2009	1.56%	98.45%	0%	0%
06/2009	0%	98.51%	0%	1.49%
03/2009	0%	98.51%	0%	1.49%

Click here to see more historic asset allocation information on Morgan Stanley European Equity A Fund (EUGAX)

  

Most Recent Top 10 Holdings in Morgan Stanley European Equity A Fund (EUGAX)

Discover what Morgan Stanley European Equity A Fund (EUGAX) manager is buying

30-Sep-09 HSBC HOLDINGS PLC [4.52%] ROYAL DUTCH SHELL PLC-A SHS [3.98%] NESTLE N ORD [3.93%] Roche Holding AG [3.4%] Vodafone Group PLC [3.29%] Novartis [3.26%] TELEFONICA SA [3.12%] PROTECTED AB RTN S&P [2.99%] ENERSIS S A [2.89%] SIEMENS AG-REG [2.79%]

30-Jun-09 ROYAL DUTCH SHELL PLC-A SHS [6.32%] NESTLE N ORD [5.49%] Roche Holding AG [5.07%] TELEFONICA SA [4.28%] GlaxoSmithKline PLC [3.84%] Vodafone Group PLC [3.79%] Noven Pharmaceuticals, Inc. [3.63%] ENERSIS S A [3.63%] BG Group PLC [3.54%] SIEMENS AG-REG [3.12%]

31-Mar-09 Royal Dutch Shell PLC [6.32%] Nestle [5.49%] Roche Holding AG [5.07%] Telefonica, S.A. [4.28%] GlaxoSmithKline PLC [3.84%] Vodafone Group PLC [3.79%] Novartis [3.63%] Eni [3.63%] BG Group PLC [3.54%] Siemens AG [3.12%]

Click here for Stock Holding Change Map in Morgan Stanley European Equity A Fund (EUGAX)

  

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Latest News on Morgan Stanley European Equity A (EUGAX)

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See more information on Morgan Stanley European Equity A Fund (EUGAX)

• Morgan Stanley European Equity A Fund Insights
• Morgan Stanley European Equity A Fund Performance Data
• Morgan Stanley European Equity A Fund News
• Morgan Stanley European Equity A Fund Score Explaination
• Morgan Stanley European Equity A Fund Manager Information
• Historic Morgan Stanley European Equity A Fund Asset Allocation Report
• Historic Morgan Stanley European Equity A Fund Top 10 Holding Tracking
• Historic Morgan Stanley European Equity A Fund Asset Under Management Tracking