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VY® Morgan Stanley Global Franchise S IVGTX

Quantitative rating as of
  • NAV / 1-Day Return 15.73  /  1.22 %
  • Total Assets 329.5 Mil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.62%
  • Turnover 11%

Morningstar’s Analysis IVGTX

Will IVGTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong management team and sound investment process underpin VY® Morgan Stanley Global Franchise S's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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