Nasdaq - Delayed Quote USD

Morgan Stanley Inst Global Franchise A (MSFBX)

34.44
+0.51
+(1.50%)
At close: 8:01:40 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.14%
5y Average Return 10.01%
Number of Years Up 20
Number of Years Down 3
Best 1Y Total Return (May 14, 2025) 29.24%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 29.24%
Worst 3Y Total Return 1.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MSFBX
Category
YTD
2.98%
12.08%
1-Month
-0.15%
0.64%
3-Month
-2.16%
6.49%
1-Year
13.02%
38.01%
3-Year
7.36%
12.74%
5-Year
9.22%
12.82%
10-Year
9.61%
9.05%
Last Bull Market
13.07%
18.82%
Last Bear Market
-10.34%
-20.53%

Annual Total Return (%) History

Year
MSFBX
Category
2025
--
--
2024
8.71%
--
2023
16.16%
--
2022
-17.45%
--
2021
21.61%
--
2020
12.95%
12.96%
2019
29.24%
25.26%
2018
-1.77%
-10.06%

2017
25.58%
22.28%
2016
5.36%
6.93%
2015
6.25%
-0.92%
2014
4.45%
3.67%
2013
19.42%
24.08%
2012
15.14%
14.39%
2011
8.98%
-7.19%
2010
13.83%
14.49%
2009
29.24%
34.45%
2008
-29.05%
-41.13%
2007
9.33%
12.16%
2006
21.31%
19.88%
2005
11.53%
10.91%
2004
13.56%
16.90%
2003
27.62%
34.18%
2002
7.82%
-14.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.13% -- -- --
2024 4.87% -2.05% 9.49% -3.34%
2023 6.28% 5.07% -4.95% 9.44%
2022 -9.07% -10.34% -8.64% 10.84%
2021 1.22% 8.34% -0.30% 11.24%
2020 -13.10% 15.61% 6.54% 5.52%
2019 15.05% 5.05% 0.00% 6.93%
2018 -0.99% 4.26% 4.74% -9.15%
2017 9.82% 5.92% 0.09% 7.87%
2016 3.66% 2.90% 0.62% -1.84%

2015 0.45% 3.00% -2.52% 5.35%
2014 0.68% 4.66% -1.87% 1.00%
2013 8.68% -0.41% 3.89% 6.21%
2012 12.12% -3.51% 5.95% 0.46%
2011 3.97% 7.77% -6.76% 4.31%
2010 5.87% -8.59% 12.12% 4.91%
2009 -11.30% 18.11% 15.91% 6.43%
2008 -7.00% -7.59% -4.63% -13.43%
2007 5.67% 3.29% -1.25% 1.43%
2006 5.40% 2.32% 6.29% 5.83%
2005 2.66% 0.78% 5.03% 2.63%
2004 2.39% 3.16% -4.46% 12.54%
2003 -7.65% 16.76% 2.23% 15.78%
2002 12.43% 4.51% -8.54% 0.34%

Rank in Category (By Total Return)

YTD 15
1-Month 83
3-Month 25
1-Year 19
3-Year 76
5-Year 89

Load Adjusted Returns

1-Year 7.09%
3-Year 5.45%
5-Year 8.05%
10-Year 9.02%

Performance & Risk

YTD Return 4.14%
5y Average Return 10.01%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family Morgan Stanley
Net Assets 2.64B
YTD Return 2.98%
Yield 0.43%
Morningstar Rating
Inception Date Nov 28, 2001

Fund Summary

Under normal market conditions, the fund invests in securities of issuers from at least three different countries, which may include the United States. The Adviser and/or Sub-Adviser seek to invest in high quality companies they believe have strong business franchises, strong cash flows, modest capital requirements, strong balance sheets, capable management, and that typically return cash to shareholders. The fund is non-diversified.

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