MSIF Global Franchise Class A

Frequently Asked Questions About MSFBX

What does MSFBX invest in?

This fund aims for long-term capital growth through investments predominantly in equity securities of global companies. It focuses on identifying issuers believed to possess enduring competitive advantages, capable management teams, and robust financial health. Typically, the portfolio will include companies from at least three different nations, with the United States being a potential inclusion. The fund retains the flexibility to concentrate its holdings in a relatively small number of businesses, and it may allocate up to 25% of its total assets to a single issuer. Additionally, it may employ foreign currency forward exchange contracts.

What is the expense ratio of MSFBX?

MSIF Global Franchise Class A (MSFBX) charges an expense ratio of 1.21%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MSFBX?

MSIF Global Franchise Class A (MSFBX) manages $1.78B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is MSFBX actively managed or an index fund?

MSFBX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was MSFBX launched?

MSIF Global Franchise Class A (MSFBX) launched in November 2001 and is managed by the fund issuer.

How has MSFBX performed?

MSFBX'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.