Morgan Stanley Global Sustain Portfolio (MGQIX.O)

At A Glance

You hold MGQIX.O in 0 portfolios

Net Asset Value

15.75USD

 0.09 +0.57%

09/22/2020

Category
World Equity
YTD Return (Cumulative)
 7.44%
Classification
Global Large-Cap Growth
5 Year Return (Annualized)
 14.39%
Manager Benchmark
Lipper Gl Large-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

MGQIX.O — More Risk, More Return

Roll over fund for details

MGQIX.O outperforms 90 funds in its category for 3 Year Return, which is higher than the category median.

MGQIX.O has a higher risk than 94 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare MGQIX.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 FeeNone
 
Deferred Sales ChargeNone
 

Annual Operating Expenses

Management Fee-0.24%
 
 
Max 12b-1 Fee RatioNone
 
Early Redemption FeeNone
 
Expense Ratio0.9
 
 

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

$534 in fees
$20,396 before
 
$19,862 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
MGQIX.O13.8981.0130.370.750.9
Lipper Gl Large-Cp Gr IX
Lipper Classification Index
15.8680.8840.2210.8380.911
MSCI EAFE ND IX
Broad-Based Index
15.4310.1261.0780.7640.747

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View Overview Page For