Morgan Stanley Institutional Global Oppty Port (MGGPX.O)

At A Glance

You hold MGGPX.O in 0 portfolios

Net Asset Value

37.15USD

 -0.22 -0.59%

09/24/2020

Category
World Equity
YTD Return (Cumulative)
 32.21%
Classification
Global Multi-Cap Growth
5 Year Return (Annualized)
 23.34%
Manager Benchmark
Lipper GL Multi-Cp Gr IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

MGGPX.O — More Risk, More Return

Roll over fund for details

MGGPX.O outperforms 97 funds in its category for 3 Year Return, which is higher than the category median.

MGGPX.O has a higher risk than 97 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare MGGPX.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

ShareHolder Fees

Category Range
Initial Sales Fee5.25%
 
Deferred Sales ChargeNone
 

Annual Operating Expenses

Management Fee0.80%
 
 
Max 12b-1 Fee Ratio0.25
 
 
Early Redemption Fee0.00%
 
Expense Ratio1.22
 
 

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$1,575 in fees
$20,205 before
 
$18,631 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Sep 25, 2020)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
MGGPX.O18.6831.160.730.940.8
Lipper GL Multi-Cp Gr IX
Lipper Classification Index
17.130.7870.6341.0220.903
MSCI EAFE ND IX
Broad-Based Index
15.4310.1261.6090.9910.715

Similar Funds & ETFs

2 Mutual Funds »

YTD Return
 75.5%
3Yr Return
 35.1%
5Yr Return
 30.3%

BGLTX's YTD, 3 year, and 5 year Returns outperformed MGGPX.O

YTD Return
 75.5%
3Yr Return
 35.2%
5Yr Return
--

BGLKX's YTD and 3 year Returns outperformed MGGPX.O

1 ETF »

YTD Return
 48.0%
3Yr Return
 21.1%
5Yr Return
 18.3%

FPXI's YTD Return outperformed MGGPX.O

View Overview Page For