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Morgan Stanley Inst Global Opp I (MGGIX) Fund Ranking and Research

Ranking, Research and Recommendation of Morgan Stanley Inst Global Opp I (MGGIX) Fund

    Last Trade: $19.75 on 6/23/2017, Change: +0.11 (0.56%)

 

Graph of Morgan Stanley Inst Global Opp I Fund (MGGIX) ManagerFund Manager - Kristian Heugh

Fund Manager Information

Fund Manager Tenure: 9.1 years
Similar Funds: MGGLX  MGGPX 
Fund Family: Morgan Stanley
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.85)     (What does this score mean?)
Heugh is a vice president and a portfolio manager with Morgan Stanley Dean Witter Advisors. He has worked in a research capacity for the Adviser since June 2001 and joined the team managing the Fund in June 2006.  Get more insights on Kristian Heugh

 

Graph of Morgan Stanley Inst Global Opp I Fund (MGGIX) ProfileMorgan Stanley Inst Global Opp I Fund (MGGIX) Profile

Fund Profile and Description

Morgan Stanley Inst Global Opp I Fund seeks long-term capital appreciation. Morgan Stanley Inst Global Opp I Fund invests primarily in established and emerging franchise companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. The advisor emphasizes a bottom-up stock selection process, seeking attractive growth investments on an individual company basis. In selecting securities for investment, the advisor seeks companies with the potential for strong free cash flow generation and that the advisor believes are undervalued at the time of purchase.

 

Morgan Stanley Inst Global Opp I (MGGIX) Fund Strength What we like about Morgan Stanley Inst Global Opp I (MGGIX) Fund

Data for Morgan Stanley Inst Global Opp I Fund (MGGIX) as of May 30, 2016

  • Morgan Stanley Inst Global Opp I Fund (MGGIX) management has been with Morgan Stanley Inst Global Opp I Fund for 9.1 years
  • Morgan Stanley Inst Global Opp I Fund (MGGIX) has good short-term performance (1-year return 4.97% vs -5.49% World Stock category median performance)
  • Morgan Stanley Inst Global Opp I Fund (MGGIX) has good mid-term performance (3-year return 20.31% vs 5.54% World Stock category median performance)
  • Morgan Stanley Inst Global Opp I Fund (MGGIX) has good Long-term performance (5-year return 11.27% vs 5.54% World Stock category median performance)
  • Morgan Stanley Inst Global Opp I Fund (MGGIX) ratio of up-years vs down years is greater than 2
  • Morgan Stanley Inst Global Opp I Fund (MGGIX) has a Morningstar rating of 4 and above
  • Asset base in Morgan Stanley Inst Global Opp I Fund (MGGIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Morgan Stanley Inst Global Opp I Fund (MGGIX) has a lower expense ratio than its World Stock average: 0.98% vs 1.28%
  • Morgan Stanley Inst Global Opp I Fund (MGGIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Morgan Stanley Inst Global Opp I Fund (MGGIX) Weakness What we are cautious about Morgan Stanley Inst Global Opp I (MGGIX) Fund

Data for Morgan Stanley Inst Global Opp I Fund (MGGIX) as of May 30, 2016

  • Morgan Stanley Inst Global Opp I Fund (MGGIX) has an annual stock turnover rate of 115.00% that is higher than the World Stock average of 47.65%. This could mean Morgan Stanley Inst Global Opp I is more nimble, but also signal potential high tax impact and high trading fees
  • Morgan Stanley Inst Global Opp I Fund (MGGIX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.3 that is higher than category average of 12.23
See Morgan Stanley Inst Global Opp I Fund (MGGIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Morgan Stanley Inst Global Opp I Fund (MGGIX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Morgan Stanley Inst Global Opp I0.184.9720.3111.27
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare Morgan Stanley Inst Global Opp I Fund (MGGIX)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 Morgan Stanley Inst Global Opp I Fund (MGGIX) Net Asset TrackingMorgan Stanley Inst Global Opp I (MGGIX) Fund Net Asset

Track net asset change of Morgan Stanley Inst Global Opp I fund (MGGIX)

DateNet Asset
05/2016$677.13M
03/2016$621.02M
02/2016$581.90M
More historic net asset information on Morgan Stanley Inst Global Opp I Fund (MGGIX)

  

Graph of Morgan Stanley Inst Global Opp I Fund (MGGIX) Portfolio TrackingMorgan Stanley Inst Global Opp I (MGGIX) Fund Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Inst Global Opp I fund (MGGIX)

DateCashStockBondOther
03/20163.28%94.35%0%0.57%
12/20155.37%91.67%0%1.12%
09/20159.68%88.29%0%1.87%
Click here to see more historic asset allocation information on Morgan Stanley Inst Global Opp I Fund (MGGIX)

 

graph of Morgan Stanley Inst Global Opp I Fund (MGGIX) Top 10 Position TrackingTop 10 Holdings in Morgan Stanley Inst Global Opp I (MGGIX) Fund

Discover what Morgan Stanley Inst Global Opp I Fund (MGGIX) manager is buying

Mar 30, 2016
Facebook, Inc. [9.27%]
EPAM Systems, Inc. Common Stock [7.17%]
Amazon.com, Inc. [5.41%]
TAL Education Group American De [5.16%]
Cognizant Technology Solutions [4.7%]
DSV A/S ORD SHS [4.51%]
The Priceline Group Inc. [4.41%]
Luxoft Holding, Inc. Class A Or [4.27%]
Mastercard Incorporated Common [3.93%]
Visa Inc. [3.92%]

Dec 30, 2015
Facebook, Inc. [8.84%]
EPAM Systems, Inc. Common Stock [6.16%]
Amazon.com, Inc. [6.03%]
TAL Education Group American De [4.72%]
Luxoft Holding, Inc. Class A Or [4.66%]
DSV A/S ORD SHS [4.52%]
Cognizant Technology Solutions [4.2%]
Mastercard Incorporated Common [3.79%]
Visa Inc. [3.71%]
Alphabet Inc. [3.53%]

Sep 29, 2015
Facebook, Inc. [7.96%]
EPAM Systems, Inc. Common Stock [6.25%]
Amazon.com, Inc. [5.39%]
DSV A/S ORD SHS [4.52%]
Luxoft Holding, Inc. Class A Or [4.4%]
Alphabet Inc. [3.92%]
Visa Inc. [3.6%]
TAL Education Group American De [3.58%]
Mastercard Incorporated Common [3.56%]
Cognizant Technology Solutions [3.53%]
Click here for Stock Holding Change Map in Morgan Stanley Inst Global Opp I Fund (MGGIX)

  

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