Morgan Stanley Institutional Global Opportunity Portfolio;A

Frequently Asked Questions About MGGPX

What does MGGPX invest in?

This fund aims to achieve its investment goals by primarily allocating capital to both well-established and emerging companies situated across the globe. These companies generally have market capitalizations similar to those represented in the MSCI All Country World Index. The advisor meticulously selects high-quality businesses that are deemed undervalued at the time of acquisition. While its investments primarily consist of equity securities, the fund also retains the option to invest in privately placed and restricted securities.

What is the expense ratio of MGGPX?

Morgan Stanley Institutional Global Opportunity Portfolio;A (MGGPX) charges an expense ratio of 1.22%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MGGPX?

Morgan Stanley Institutional Global Opportunity Portfolio;A (MGGPX) is one share class of a fund that manages $2.79B across all of its share classes (MGGIX reports the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is MGGPX actively managed or an index fund?

MGGPX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (MGGPX's is 1.22%) in exchange for the discretion to over- or under-weight positions.

When was MGGPX launched?

Morgan Stanley Institutional Global Opportunity Portfolio;A (MGGPX) launched in May 2010 and is managed by Morgan Stanley.

How has MGGPX performed?

MGGPX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.