- What does MSFLX invest in?
- The primary goal of this investment is to achieve significant capital appreciation over an extended period. It pursues this objective by predominantly investing in the equity securities of companies found across the globe. Key criteria for selecting these issuers include sustainable competitive advantages, skilled management teams, and robust financial health. Ordinarily, the fund allocates its capital among businesses from at least three distinct countries, which may encompass the United States. It maintains the option to concentrate its holdings within a limited number of firms and can allocate up to a quarter of its total assets to a single company. Furthermore, the fund may utilize foreign currency forward exchange contracts. Due to its structure, it is classified as a non-diversified fund.
- What is the expense ratio of MSFLX?
- Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio Class L (MSFLX) charges an expense ratio of 1.77%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is MSFLX?
- Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio Class L (MSFLX) manages $1.76B 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 MSFLX actively managed or an index fund?
- MSFLX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was MSFLX launched?
- Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio Class L (MSFLX) launched in April 2012 and is managed by the fund issuer.
- How has MSFLX performed?
- MSFLX'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.
