Morgan Stanley Europe Opportunity L (EUGCX)
Fund Assets | 115.55M |
Expense Ratio | 1.90% |
Min. Investment | $1,000 |
Turnover | 36.00% |
Dividend (ttm) | n/a |
Dividend Yield | n/a |
Dividend Growth | n/a |
Payout Frequency | n/a |
Ex-Dividend Date | n/a |
Previous Close | 24.54 |
YTD Return | 10.43% |
1-Year Return | 13.06% |
5-Year Return | 23.87% |
52-Week Low | 20.88 |
52-Week High | 26.43 |
Beta (5Y) | n/a |
Holdings | 27 |
Inception Date | Jul 28, 1997 |
About EUGCX
Morgan Stanley Europe Opportunity Fund is a mutual fund designed to achieve long-term capital appreciation by investing primarily in high quality, established, and emerging companies located across Europe. The fund’s investment strategy focuses on identifying companies with strong growth prospects and robust fundamentals, spanning various sectors and industries within the European market. By targeting both mature leaders and promising innovators, the fund aims to provide diversified exposure to the dynamic European equity landscape. Its diversified portfolio is managed with the goal of harnessing opportunities driven by regional economic trends, corporate earnings growth, and broader market developments. With regular performance monitoring and portfolio adjustments, the fund plays a significant role for investors seeking to allocate part of their portfolio to European equities through an actively managed vehicle.
Performance
EUGCX had a total return of 13.06% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.33%.
Top 10 Holdings
59.74% of assetsName | Symbol | Weight |
---|---|---|
Spotify Technology S.A. | SPOT | 9.58% |
DSV AS | DSV | 8.69% |
Hermès International Société en commandite par actions | RMS | 7.86% |
Moncler S.p.A. | MONC | 6.59% |
Schneider Electric S.E. | SU | 4.92% |
L'Oréal S.A. | OR | 4.82% |
Formula One Group | FWONK | 4.75% |
ASML Holding N.V. | ASML | 4.28% |
London Stock Exchange Group plc | LSEG | 4.25% |
Adyen N.V. | ADYEN | 4.00% |