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Mutual Fund Insights: Morgan Stanley Inst Glbl Franchise P Fund (MSFBX)

In-depth Analysis of Morgan Stanley Inst Glbl Franchise P Fund (MSFBX)

Mutual fund chart: Morgan Stanley Inst Glbl Franchise P Fund (MSFBX)

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See Morgan Stanley Inst Glbl Franchise P Fund (MSFBX) performance details as of February 28, 2010

Last Trade: $14.33 on 3/19/2010, Change: -0.07 (-0.49%)

Fund Manager - John S. Goodacre

Fund Manager Tenure: 0.8 years [Similar Funds: MSFAX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)

John S. Goodacre is an Executive Director and has been with Morgan Stanley since 2003. John S. Goodacre began his investment career in 2001. Get more insights on John S. Goodacre

What we like about Morgan Stanley Inst Glbl Franchise P Fund (MSFBX)

Data for Morgan Stanley Inst Glbl Franchise P Fund (MSFBX) as of February 28, 2010

Morgan Stanley Inst Glbl Franchise P Fund (MSFBX) is a new fund and has been performing well against its peers for both one-month and three_month performance
Morgan Stanley Inst Glbl Franchise P Fund (MSFBX) has good Long-term performance (5-year return 5.92% vs 2.24 % World Stock category average)
Morgan Stanley Inst Glbl Franchise P Fund (MSFBX) ratio of up-years vs down years is greater than 2
Morgan Stanley Inst Glbl Franchise P Fund (MSFBX) has a Morningstar rating of 4 and above
Morgan Stanley Inst Glbl Franchise P Fund (MSFBX) has an annual stock turnover rate of 31.00% vs World Stock average of 107.12%. It is good that Morgan Stanley Inst Glbl Franchise P management does not trade extensively for its return.
Morgan Stanley Inst Glbl Franchise P Fund (MSFBX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.07, lower than category average of 23.02
Morgan Stanley Inst Glbl Franchise P Fund (MSFBX) has a lower management fee than its World Stock average: 1.25% vs 1.53%

What we are cautious about Morgan Stanley Inst Glbl Franchise P Fund (MSFBX)

Data for Morgan Stanley Inst Glbl Franchise P Fund (MSFBX) as of February 28, 2010

Morgan Stanley Inst Glbl Franchise P Fund (MSFBX) management has been with Morgan Stanley Inst Glbl Franchise P Fund for only 0.8 years, it is hard to judge manager's ability based on this fund's operation record
Morgan Stanley Inst Glbl Franchise P Fund is a focused fund with 50.89% 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 Inst Glbl Franchise P Fund (MSFBX) has a less-than-ideal short-term performance (1-year return 51.89% vs 55.76 % World Stock category average)
Morgan Stanley Inst Glbl Franchise P Fund (MSFBX) has a less-than-ideal mid-term performance (3-year return -0.10% vs -5.50 % World Stock category average)
Even though Morgan Stanley Inst Glbl Franchise P Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See Morgan Stanley Inst Glbl Franchise P Fund (MSFBX) performance details as of February 28, 2010

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Morgan Stanley Inst Glbl Franchise P Fund (MSFBX) Net Asset

Track net asset change of Morgan Stanley Inst Glbl Franchise P fund (MSFBX)

Date	Net Asset
02/2010	$122.07M
01/2010	$9.07M
11/2009	$9.63M

More historic net asset information on Morgan Stanley Inst Glbl Franchise P Fund (MSFBX)

Morgan Stanley Inst Glbl Franchise P Fund (MSFBX) Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Inst Glbl Franchise P fund (MSFBX)

Date	Cash	Stock	Bond	Other
09/2009	2.46%	97.54%	0%	0%
06/2009	3.58%	96.42%	0%	0%
03/2009	3.94%	155.19%	0%	0%

Click here to see more historic asset allocation information on Morgan Stanley Inst Glbl Franchise P Fund (MSFBX)

Most Recent Top 10 Holdings in Morgan Stanley Inst Glbl Franchise P Fund (MSFBX)

Discover what Morgan Stanley Inst Glbl Franchise P Fund (MSFBX) manager is buying

30-Sep-09

BRITISH AMERICAN TOBACCO PLC [8.95%]
MS INSD MUN TR [6.31%]
PHILIP MORRIS INTL [5.5%]
Swedish Match AB [4.91%]
EXPERIAN GROUP LTD [4.2%]
UNILEVER PLC [4.12%]
WOLTERS KLUWER [3.59%]
Msilf Govt. Portfolio [3.58%]
CADBURY PLC [3.4%]
GROUPE DANONE [3.39%]

30-Jun-09

31-Mar-09

BRITISH AMERICAN TOBACCO PLC [8.14%]
MS INSD MUN TR [6.01%]
Swedish Match AB [4.77%]
PHILIP MORRIS INTL [4.61%]
EXPERIAN GROUP LTD [4.2%]
WOLTERS KLUWER [4.03%]
UNILEVER PLC [4.02%]
Msilf Govt. Portfolio [3.94%]
Reckitt Benck Grp [3.66%]
NESTLE N ORD [3.64%]

Click here for Stock Holding Change Map in Morgan Stanley Inst Glbl Franchise P Fund (MSFBX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.