Morgan Stanley Inst International Advtg Port (MFAPX.O)

At A Glance

You hold MFAPX.O in 0 portfolios

Net Asset Value

23.06USD

 0.02 +0.09%

09/22/2020

Category
World Equity
YTD Return (Cumulative)
 14.38%
Classification
Intl Multi-Cap Growth
5 Year Return (Annualized)
 16.53%
Manager Benchmark
Lipper Intl Mlt-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

MFAPX.O — More Risk, More Return

Roll over fund for details

MFAPX.O outperforms 95 funds in its category for 3 Year Return, which is higher than the category median.

MFAPX.O has a higher risk than 100 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare MFAPX.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 Fee0.84%
 
 
Max 12b-1 Fee Ratio0.25
 
 
Early Redemption Fee0.00%
 
Expense Ratio1.28
 
 

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

$1,608 in fees
$20,203 before
 
$18,595 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 23, 2020)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
MFAPX.O14.0120.8960.310.70.76
Lipper Intl Mlt-Cp Gr IX
Lipper Classification Index
15.7710.2760.7830.8110.864
MSCI EAFE ND IX
Broad-Based Index
15.4310.1260.9480.7810.767

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 55.6%
3Yr Return
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5Yr Return
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BGSIX's YTD, 3 year, and 5 year Returns outperformed MFAPX.O

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3Yr Return
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5Yr Return
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BSTSX's YTD, 3 year, and 5 year Returns outperformed MFAPX.O

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YTD Return
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3Yr Return
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5Yr Return
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FPXI's YTD, 3 year, and 5 year Returns outperformed MFAPX.O

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