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Morgan Stanley Insti Fd Global Growth Portfolio Cl L: (MF: MGGLX)
(NASDAQ Mutual Funds) As of Sep 12, 2024 08:00 PM ET
$31.81 USD
+0.47 (1.50%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.93 | 27 |
| 3 months | 8.01 | 10 |
| 6 months | 4.09 | 91 |
| 1 Year | 27.00 | 10 |
| 3 Year | -1.61 | 84 |
| 5 Year | 11.31 | 37 |
| 10 Year | 13.00 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 24.13 |
| 5 Year | 10.01 |
| 10 Year | 13.17 |
| Since Inception | 14.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.50 | -0.81 | NA | NA |
| 2023 | 20.46 | 11.34 | -4.99 | 17.07 |
| 2022 | -20.33 | -27.39 | -4.12 | 5.01 |
| 2021 | -1.31 | 7.73 | -5.20 | -0.89 |
| 2020 | -11.76 | 31.52 | 18.62 | 12.59 |
| 2019 | 18.30 | 6.25 | -3.60 | 11.37 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.93 | 49.19 | -41.76 | -0.12 | 55.00 | 34.95 | -6.03 | 48.92 | 0.53 | 17.98 | 8.48 |
| % Total Return Rel to Index | -1.16 | 24.77 | -22.66 | -18.29 | 40.92 | 9.75 | 4.38 | 28.80 | -4.79 | 20.74 | 5.55 |
| % Total Return Rel to Peer | 2.77 | 30.55 | -22.19 | -16.33 | 38.33 | 10.21 | 3.99 | 26.69 | -5.04 | 20.25 | 6.59 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 2.00 | 1.00 | 5.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.64 | 4.67 | 2.10 | 0.52 | 0.00 | 0.16 | 0.09 | 1.08 | 0.20 | 0.87 |
| Expense Ratio | 0.00 | 1.30 | 1.31 | 1.24 | 1.25 | 1.28 | 1.32 | 1.20 | 1.25 | 1.30 | 1.64 |
* 1 = Top 20%, 5 = Bottom 20%