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Morgan Stanley Inst Global Franchise A MSFBX

Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 34.38  /  +0.03 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.64%
  • Turnover 15%

USD | NAV as of Jun 18, 2024 | 1-Day Return as of Jun 18, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MSFBX

Will MSFBX outperform in future?

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

A strong choice for multinational stocks.

Analyst Drew Carter

Drew Carter

Analyst

Summary

We have qualitatively reviewed Morgan Stanley Institutional Global Franchise and reaffirmed its Process and People ratings. The team lost an experienced manager in August 2023, but 10 well-qualified managers and five analysts remain, keeping this team solid. Past-year trades have been consistent with its process, and underperformance, while disappointing, is typical here when U.S. stocks—especially mega-caps—outperform. The following text is from Nov. 18, 2022.

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Portfolio Holdings MSFBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.93 232.6 Mil
Technology

Philip Morris International Inc

6.03 176.8 Mil
Consumer Defensive

Accenture PLC Class A

5.94 174.2 Mil
Technology

SAP SE

5.85 171.5 Mil
Technology

Visa Inc Class A

5.64 165.5 Mil
Financial Services

Thermo Fisher Scientific Inc

4.40 128.9 Mil
Healthcare

Reckitt Benckiser Group PLC

4.30 126.2 Mil
Consumer Defensive

Intercontinental Exchange Inc

4.24 124.3 Mil
Financial Services

Danaher Corp

4.01 117.5 Mil
Healthcare

RELX PLC

3.61 105.8 Mil
Industrials