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VY Morgan Stanley Global Franchise S (IVGTX) Fund Ranking and Research

Ranking, Research and Recommendation of VY Morgan Stanley Global Franchise S (IVGTX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of VY Morgan Stanley Global Franchise S Fund (IVGTX) ManagerFund Manager - Christian A. Derold

Fund Manager Information

Fund Manager Tenure: 10.5 years
Fund Family: Voya
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.82)     (What does this score mean?)

 

Graph of VY Morgan Stanley Global Franchise S Fund (IVGTX) ProfileVY Morgan Stanley Global Franchise S Fund (IVGTX) Profile

Fund Profile and Description

VY Morgan Stanley Global Franchise S Fund seeks long-term capital appreciation. VY Morgan Stanley Global Franchise S Fund invests primarily in equity securities of issuers located throughout the world that it believes have resilient business franchises and growth potential. Under normal market conditions, it invests in securities of issuers from a number of different countries, including the United States. VY Morgan Stanley Global Franchise S Fund may invest in securities of companies of any market capitalization. It is non-diversified.

 

VY Morgan Stanley Global Franchise S (IVGTX) Fund Strength What we like about VY Morgan Stanley Global Franchise S (IVGTX) Fund

Data for VY Morgan Stanley Global Franchise S Fund (IVGTX) as of May 30, 2016

  • VY Morgan Stanley Global Franchise S Fund (IVGTX) management has been with VY Morgan Stanley Global Franchise S Fund for 10.5 years
  • VY Morgan Stanley Global Franchise S Fund (IVGTX) has good short-term performance (1-year return 5.69% vs -5.49% World Stock category median performance)
  • VY Morgan Stanley Global Franchise S Fund (IVGTX) has good mid-term performance (3-year return 7.90% vs 5.54% World Stock category median performance)
  • VY Morgan Stanley Global Franchise S Fund (IVGTX) has good Long-term performance (5-year return 8.96% vs 5.54% World Stock category median performance)
  • VY Morgan Stanley Global Franchise S Fund (IVGTX) ratio of up-years vs down years is greater than 2
  • VY Morgan Stanley Global Franchise S Fund (IVGTX) has a Morningstar rating of 4 and above
  • Asset base in VY Morgan Stanley Global Franchise S Fund (IVGTX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • VY Morgan Stanley Global Franchise S Fund (IVGTX) has an annual stock turnover rate of 27.00% vs World Stock average of 47.65%. It is good that VY Morgan Stanley Global Franchise S management does not trade extensively for its return.
  • VY Morgan Stanley Global Franchise S Fund (IVGTX) has a lower expense ratio than its World Stock average: 1.20% vs 1.28%

VY Morgan Stanley Global Franchise S Fund (IVGTX) Weakness What we are cautious about VY Morgan Stanley Global Franchise S (IVGTX) Fund

Data for VY Morgan Stanley Global Franchise S Fund (IVGTX) as of May 30, 2016

  • VY Morgan Stanley Global Franchise S Fund (IVGTX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.71 that is higher than category average of 12.23
  • Even though VY Morgan Stanley Global Franchise S Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See VY Morgan Stanley Global Franchise S Fund (IVGTX) performance details as of May 30, 2016

 

What do you think?

 

Compare VY Morgan Stanley Global Franchise S Fund (IVGTX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
VY Morgan Stanley Global Franchise S5.315.697.908.96
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare
American Century Global Growth Instl (AGGIX)-0.18-3.347.547.06Compare

See top fund managers for World Stock Category Funds

 

Compare VY Morgan Stanley Global Franchise S Fund (IVGTX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of VY Morgan Stanley Global Franchise S Fund (IVGTX) Net Asset TrackingVY Morgan Stanley Global Franchise S (IVGTX) Fund Net Asset

Track net asset change of VY Morgan Stanley Global Franchise S fund (IVGTX)

DateNet Asset
05/2016$442.81M
03/2016$434.59M
02/2016$412.02M
More historic net asset information on VY Morgan Stanley Global Franchise S Fund (IVGTX)

  

Graph of VY Morgan Stanley Global Franchise S Fund (IVGTX) Portfolio TrackingVY Morgan Stanley Global Franchise S (IVGTX) Fund Portfolio Allocation

Track portfolio allocation change of VY Morgan Stanley Global Franchise S fund (IVGTX)

DateCashStockBondOther
03/20160.03%99.97%0%0%
12/20150%100%0%0%
09/20150.19%99.81%0%0%
Click here to see more historic asset allocation information on VY Morgan Stanley Global Franchise S Fund (IVGTX)

 

graph of VY Morgan Stanley Global Franchise S Fund (IVGTX) Top 10 Position TrackingTop 10 Holdings in VY Morgan Stanley Global Franchise S (IVGTX) Fund

Discover what VY Morgan Stanley Global Franchise S Fund (IVGTX) manager is buying

Mar 30, 2016
Microsoft Corporation [8.69%]
Reckitt Benckiser Group PLC [8.04%]
British American Tobacco PLC [7.37%]
Unilever PLC [6.15%]
Accenture plc Class A Ordinary [4.91%]
NESTLE SA CHAM ET VE [4.87%]
Altria Group, Inc. [4.84%]
Reynolds American Inc Common St [4.63%]
Visa Inc. [4.31%]

Dec 30, 2015
Microsoft Corporation [8.92%]
NESTLE SA CHAM ET VE [8.21%]
British American Tobacco PLC [7.67%]
Reckitt Benckiser Group PLC [7.37%]
Unilever PLC [5.88%]
Altria Group, Inc. [4.95%]
Reynolds American Inc Common St [4.92%]
Accenture plc. Class A Ordinary [4.84%]
Mondelez International, Inc. [4.79%]
Visa Inc. [4.37%]

Sep 29, 2015
NESTLE SA CHAM ET VE [9.82%]
British American Tobacco PLC [9.08%]
Reckitt Benckiser Group PLC [7.59%]
Microsoft Corporation [7%]
Unilever PLC [6.99%]
Accenture plc. Class A Ordinary [4.94%]
Altria Group, Inc. [4.87%]
Mondelez International, Inc. [4.7%]
Time Warner Inc. New Common Sto [4.2%]
Visa Inc. [4.12%]
Click here for Stock Holding Change Map in VY Morgan Stanley Global Franchise S Fund (IVGTX)

  

Latest News on VY Morgan Stanley Global Franchise S (IVGTX) Fund

See what is happening with VY Morgan Stanley Global Franchise S Fund (IVGTX)

 

VY Morgan Stanley Global Franchise S Fund (IVGTX) Related ResourcesSee more information on VY Morgan Stanley Global Franchise S (IVGTX) Fund

Popular pages on VY Morgan Stanley Global Franchise S (IVGTX) Fund

  

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