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Morgan Stanley Europe Opportunity A (EUGAX)

23.58 +0.10 (+0.43%)
As of 8:06 AM EST. Market Open.
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DELL
  • Previous Close 23.48
  • YTD Return 9.64%
  • Expense Ratio 1.38%
  • Category Europe Stock
  • Last Cap Gain -41.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 120.03M
  • Beta (5Y Monthly) 1.43
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 29.00%
  • Last Dividend 0.12
  • Inception Date Apr 30, 2015

Under normal market conditions, the Adviser seeks to achieve the fund’s investment objective by investing primarily in high quality established and emerging companies located in Europe that the investment team believes are undervalued at the time of purchase. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis. The fund will normally invest at least 80% of its assets in equity securities issued by issuers located in European countries.

Morgan Stanley

Fund Family

Europe Stock

Fund Category

120.03M

Net Assets

2015-04-30

Inception Date

Performance Overview: EUGAX

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Trailing returns as of 11/6/2024. Category is Europe Stock.

YTD Return

EUGAX
9.64%
Category
12.84%
?

1-Year Return

EUGAX
29.31%
Category
37.22%
?

3-Year Return

EUGAX
9.60%
Category
9.43%
?

5-Year Return

EUGAX
7.27%
Category
10.86%
?

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Holdings: EUGAX

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Top 9 Holdings (57.21% of Total Assets)

SymbolCompany% Assets
RMS.PA
Hermès International Société en commandite par actions 9.45%
MONC.MI
Moncler S.p.A. 8.38%
SPOT
Spotify Technology S.A. 8.21%
ONON
On Holding AG 6.05%
NOVO-B.CO
Novo Nordisk A/S 5.51%
ASML.AS
ASML Holding N.V. 5.35%
LSEG.L
London Stock Exchange Group plc 5.17%
EVO.ST
Evolution AB (publ) 4.58%
SU.PA
Schneider Electric S.E. 4.51%

Sector Weightings

Recent News: EUGAX

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Research Reports: EUGAX

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