Nasdaq - Delayed Quote USD
Morgan Stanley Global Endurance R6 (MSJSX)
At close: October 25 at 8:00 PM EDT
Investment Information
- Min Initial Investment
- 5,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Cetera Advisor Networks LLC
- Schwab Institutional
- JPMorgan
- Vanguard
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- Securities America Inc.
- Vanguard TF
- JP Morgan No Load
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
- Allowab (non-advisory)
Fund Summary
Under normal market conditions, the Adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. The Adviser typically favors companies with rising returns on invested capital, above-average business visibility, strong free cash flow generation and an attractive risk/reward.
Fund Overview
| Category | World Small/Mid Stock |
| Fund Family | Morgan Stanley |
| Net Assets | 41.77M |
| YTD Return | 7.55% |
| Yield | 1.74% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2018 |
Performance & Risk
| YTD Return | 5.16% |
| 5y Average Return | 9.14% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.40 |
| Morningstar Risk Rating |
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