Morgan Stanley Institutional Global Opportunity has gotten walloped in early 2022’s market selloff. The I shares declined 21.7% for the year to date through March 17, landing near the bottom of the world large-stock growth Morningstar Category. The strategy has lost nearly 3 times more than its MSCI ACWI benchmark and underperformed the MSCI ACWI Growth Index, which was down 13%.
Will MSOPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSOPX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MSOPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MSOPX’s parent organization’s priorities and whether they’re in line with investors’ interests.