- Morgan Stanley Institutional Fund International Advantage Portfolio
Morgan Stanley
- International
- Large-Cap
- Growth
Morgan Stanley Institutional Fund International Advantage Portfolio
MSALX
Summary
The fund seeks capital appreciation in the long term by investing in companies outside the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team focuses on high quality established companies on an international basis that are estimated to trade below their fair values.
The team favors companies with durable competitive advantages that can generate revenue through growth.
Additionally, the team integrates disruptive change, financial strength, environmental, social and governance factors More
Price
Last Close
$18.61 ( -0.04 )
52 Week HL
$30.6 - $18.55
Net Assets
$5400 M
Expense Ratio
1.85 %
Sector Allocation
Jan 31, 2020Top 10 Holdings
Feb 26, 2021Company Name
- DSV Panalpina
- Hermes International
- ASML Holding
- HDFC Bank
- Keyence Corporation
Holding
- 7.31
- 5.79
- 5.48
- 5.06
- 4.75
Company Name
- Moncler SPA
- Taiwan Semiconductor
- TAL Education
- Foshan Haitian
- Pigeon
- Total
Holding
- 4.69
- 4.55
- 4.31
- 3.91
- 3.85
- 49.7%
Manager
Name
Kristian Heugh
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
-33.6 %
3 Year
-2.2%
5 Year
35.65%
Best
43.43%
2017
Worst
-33.63%
2022
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -16.9% | 0.7% | -14.3% | 15.7% | 4.8% | 14.4% | -1.5% | 6.6% | 0.5% | 1.8% | - |
| Q2 | -19.4% | 8.5% | 19.1% | 3.2% | 4.9% | 10.7% | 1.2% | 5% | 4.8% | -1.8% | - |
| Q3 | - | -1.6% | 14.1% | -1.7% | 0.2% | 8.7% | 6.7% | -7.1% | -4.2% | 5.4% | - |
| Q4 | - | 3.2% | 12.5% | 8% | -13.3% | 4.1% | -4.4% | 5.2% | 0.8% | 4.8% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -11.6% | -5.9% | -0.1% | -11.3% | -8.8% | - | - | - | - | - | - | - |
| 2021 | -1.6% | 3.7% | -1.3% | 6% | 3% | -0.6% | 2.2% | 2% | -5.6% | 5.2% | -1.2% | -0.7% |
+
Annual
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 0% |
Alpha
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSALX | -34% | 11% | 31% | 29% | -6% | 43% | 2% | 10% | 2% | 12% | 20% |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | -34% | -18% | 15% | 0% | 0% | 25% | -7% | 10% | -12% | -17% | 20% |