About MSAWX
Morgan Stanley Institutional Asia Opportunity Portfolio Class C is a mutual fund that targets long-term capital appreciation by investing in high-quality, established, and emerging companies across Asia, excluding Japan. The fund seeks out companies with sustainable competitive advantages and robust growth potential, favoring those it considers undervalued at the time of investment. Its portfolio construction is driven by thorough fundamental research, with an emphasis on metrics such as pricing power, sales growth, margins, and free cash flow generation over a multi-year horizon.
This fund predominantly allocates assets to major Asian markets, with significant weights in China, India, Taiwan, Hong Kong, and South Korea, reflecting its focus on the region’s leading economies and growth drivers. The investment process integrates risk management practices that consider financial strength, governance, and environmental and social factors, aiming to mitigate risks like overvaluation and potential disruptions. The fund’s active management approach results in a relatively concentrated portfolio, typically holding around 30 stocks, which allows for a high-conviction investment stance within the dynamic Asia-Pacific landscape.
Fund Family Morgan Stanley
Category Pacific/Asia ex-Japan Stk
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol MSAWX
Share Class Class C
Index MSCI AC Asia ex Japan NR USD
MSAWX had a total return of -3.57% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.18%.
