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MSGOX Morgan Stanley Inst Glbl MltiAsst Inc A

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Fund MSGOX Morgan Stanley Inst Glbl MltiAsst Inc A
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Similarity
?
100%
Annual Fees
?
$135.49
(1.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.22% annual return
$23,359.27
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 2.86%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to maximize current income and seeks capital appreciation over time. The fund invests primarily in a blend of equity and fixed income securities of U.S. and non-U.S. issuers and by utilizing an option writing strategy to enhance current income. The Adviser will seek to generate income through (1) a global multi-asset core portfolio, (2) high yielding investments and (3) an option writing strategy. Under normal market conditions, the Adviser expects to write call options and put options in an amount up to 40% and 20%, respectively, of the value of the fund's assets.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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