Morgan Stanley Institutional International Opportunity Portfolio Class C (MSOCX)
Fund Assets | 1.23B |
Expense Ratio | 1.99% |
Min. Investment | $1,000 |
Turnover | n/a |
Dividend (ttm) | n/a |
Dividend Yield | n/a |
Dividend Growth | n/a |
Payout Frequency | n/a |
Ex-Dividend Date | n/a |
Previous Close | 26.82 |
YTD Return | 7.19% |
1-Year Return | 26.43% |
5-Year Return | 21.57% |
52-Week Low | n/a |
52-Week High | n/a |
Beta (5Y) | n/a |
Holdings | 33 |
Inception Date | Apr 30, 2015 |
About MSOCX
MSOCX was founded on 2015-04-30. The Fund's investment strategy focuses on International with 2.02% total expense ratio. The minimum amount to invest in Morgan Stanley Institutional Fund, Inc: International Opportunity Portfolio; Class C Shares is $1,000 on a standard taxable account. Morgan Stanley Institutional Fund, Inc: International Opportunity Portfolio; Class C Shares seeks long term capital appreciation. MSOCX invests primarily in a portfolio of equity securities of international companies that have a potential for strong free cash flow generation and that the advisor believes are undervalued at the time of purchase.
Performance
MSOCX had a total return of 26.43% in the past year. Since the fund's inception, the average annual return has been 9.00%, including dividends.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
55.10% of assetsName | Symbol | Weight |
---|---|---|
MercadoLibre, Inc. | MELI | 7.78% |
DSV A/S | DSV | 7.17% |
Coupang, Inc. | CPNG | 5.48% |
Trip.com Group Ltd | CLV.DE | 5.46% |
Hermès International Société en commandite par actions | RMS | 5.11% |
Meituan | 3690 | 5.01% |
Schneider Electric S.E. | SU | 4.91% |
ICICI Bank Limited | IBN | 4.82% |
Nu Holdings Ltd. | NU | 4.71% |
Shopify Inc. | SHOP | 4.65% |