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Morgan Stanley Inst Global Franchise I (MSFAX) Fund Ranking and Research

Ranking, Research and Recommendation of Morgan Stanley Inst Global Franchise I (MSFAX) Fund

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

 

Graph of Morgan Stanley Inst Global Franchise I Fund (MSFAX) ManagerFund Manager - William Lock

Fund Manager Information

Fund Manager Tenure: 10.5 years
Similar Funds: MSFBX 
Fund Family: Morgan Stanley
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)

 

Graph of Morgan Stanley Inst Global Franchise I Fund (MSFAX) ProfileMorgan Stanley Inst Global Franchise I Fund (MSFAX) Profile

Fund Profile and Description

Morgan Stanley Inst Global Franchise I Fund seeks long-term capital appreciation. Morgan Stanley Inst Global Franchise I Fund seeks long-term capital appreciation by investing primarily in equity securities of issuers located throughout the world that are believed to have, among other things, resilient business franchises and growth potential. It focuses its holdings in a relatively small number of companies and can invest up to 25% of assets in a single issuer. Morgan Stanley Inst Global Franchise I Fund can also invest in the equity securities of any size company and use derivative instruments. It is non-diversified.

 

Morgan Stanley Inst Global Franchise I (MSFAX) Fund Strength What we like about Morgan Stanley Inst Global Franchise I (MSFAX) Fund

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

  • Morgan Stanley Inst Global Franchise I Fund (MSFAX) management has been with Morgan Stanley Inst Global Franchise I Fund for 10.5 years
  • Morgan Stanley Inst Global Franchise I Fund (MSFAX) has good short-term performance (1-year return 5.93% vs -5.49% World Stock category median performance)
  • Morgan Stanley Inst Global Franchise I Fund (MSFAX) has good mid-term performance (3-year return 8.18% vs 5.54% World Stock category median performance)
  • Morgan Stanley Inst Global Franchise I Fund (MSFAX) has good Long-term performance (5-year return 9.17% vs 5.54% World Stock category median performance)
  • Morgan Stanley Inst Global Franchise I Fund (MSFAX) ratio of up-years vs down years is greater than 2
  • Morgan Stanley Inst Global Franchise I Fund (MSFAX) has a Morningstar rating of 4 and above
  • Asset base in Morgan Stanley Inst Global Franchise I Fund (MSFAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Morgan Stanley Inst Global Franchise I Fund (MSFAX) has an annual stock turnover rate of 37.00% vs World Stock average of 47.65%. It is good that Morgan Stanley Inst Global Franchise I management does not trade extensively for its return.
  • Morgan Stanley Inst Global Franchise I Fund (MSFAX) has a lower expense ratio than its World Stock average: 0.98% vs 1.28%
  • Morgan Stanley Inst Global Franchise I Fund (MSFAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Morgan Stanley Inst Global Franchise I Fund (MSFAX) Weakness What we are cautious about Morgan Stanley Inst Global Franchise I (MSFAX) Fund

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

  • Morgan Stanley Inst Global Franchise I Fund (MSFAX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.78 that is higher than category average of 12.23
See Morgan Stanley Inst Global Franchise I Fund (MSFAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Morgan Stanley Inst Global Franchise I Fund (MSFAX)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 Franchise I5.465.938.189.17
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 Franchise I Fund (MSFAX)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 Franchise I Fund (MSFAX) Net Asset TrackingMorgan Stanley Inst Global Franchise I (MSFAX) Fund Net Asset

Track net asset change of Morgan Stanley Inst Global Franchise I fund (MSFAX)

DateNet Asset
05/2016$731.95M
03/2016$688.28M
02/2016$630.45M
More historic net asset information on Morgan Stanley Inst Global Franchise I Fund (MSFAX)

  

Graph of Morgan Stanley Inst Global Franchise I Fund (MSFAX) Portfolio TrackingMorgan Stanley Inst Global Franchise I (MSFAX) Fund Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Inst Global Franchise I fund (MSFAX)

DateCashStockBondOther
12/20153.46%96.54%0%0%
09/20151.86%97.95%0%0.19%
06/20151.96%98.04%0%0%
Click here to see more historic asset allocation information on Morgan Stanley Inst Global Franchise I Fund (MSFAX)

 

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

Discover what Morgan Stanley Inst Global Franchise I Fund (MSFAX) manager is buying

Dec 30, 2015
Microsoft Corporation [8.61%]
NESTLE SA CHAM ET VE [7.92%]
British American Tobacco PLC [7.43%]
Reckitt Benckiser Group PLC [7.11%]
Unilever PLC [5.76%]
Reynolds American Inc Common St [4.78%]
Altria Group, Inc. [4.74%]
Mondelez International, Inc. [4.63%]
Accenture plc Class A Ordinary [4.59%]
Visa Inc. [4.22%]

Sep 29, 2015
NESTLE SA CHAM ET VE [9.66%]
British American Tobacco PLC [8.94%]
Reckitt Benckiser Group PLC [7.47%]
Unilever PLC [6.87%]
Microsoft Corporation [6.83%]
Accenture plc. Class A Ordinary [4.84%]
Altria Group, Inc. [4.78%]
Mondelez International, Inc. [4.6%]
Time Warner Inc. New Common Sto [4.11%]
Visa Inc. [4.04%]

Jun 29, 2015
British American Tobacco PLC [9.16%]
NESTLE SA CHAM ET VE [9%]
Unilever PLC [7.03%]
Reckitt Benckiser Group PLC [6.9%]
Microsoft Corporation [6.62%]
Accenture plc. Class A Ordinary [4.77%]
Time Warner Inc. New Common Sto [4.73%]
Procter & Gamble Company (The) [4.35%]
Visa Inc. [4.09%]
Mondelez International, Inc. [4.02%]
Click here for Stock Holding Change Map in Morgan Stanley Inst Global Franchise I Fund (MSFAX)

  

Latest News on Morgan Stanley Inst Global Franchise I (MSFAX) Fund

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Morgan Stanley Inst Global Franchise I Fund (MSFAX) Related ResourcesSee more information on Morgan Stanley Inst Global Franchise I (MSFAX) Fund

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