About MSIWX
Morgan Stanley Institutional Emerging Markets Leaders Portfolio Institutional Class is a mutual fund focused on providing access to leading companies within emerging market economies. Its primary function is to seek long-term capital appreciation by investing at least 80% of its assets in equity securities issued by companies located in emerging market countries. The fund employs a research-driven, bottom-up stock selection process, informed by broader macroeconomic and thematic analysis specific to emerging markets. Notably, it covers a diverse range of industries including technology, consumer cyclical, financial services, healthcare, energy, and consumer defensive sectors. The fund's holdings are concentrated in innovative and high-growth firms, diversified geographically, but often avoid certain large markets altogether based on its strategic outlook. With an inception date in 2011, the Institutional Class is designed to meet the needs of institutional investors, featuring a competitive net expense ratio following a recent reduction in total expense caps. Through this approach, the portfolio aims to capture growth opportunities unique to emerging markets while navigating associated risks.
Fund Family Morgan Stanley
Category Diversified Emerging Mkts
Performance Rating Low
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MSIWX
Share Class Class Ir
Index MSCI EM (Emerging Markets) NR USD
MSIWX had a total return of 14.39% in the past year, including dividends. Since the fund's
inception, the average annual return has been -1.03%.
