Investment Test Drive

MSGFX Morgan Stanley Inst Global Franchise C

1 lower fee alternative found

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Fund MSGFX Morgan Stanley Inst Global Franchise C ARTRX Artisan Global Opportunities Inv  
Similarity
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100% 86%
Annual Fees
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$214.17
(2.03% Exp. Ratio)
$125.55
(1.19% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$26,952.66 $34,820.53
Est. savings over 30 yrs +$7,867.87
Return
As of 10/31/16
1 YR RETURN 0.55%
3 YR 5.38%
5 YR 8.73%
10 YR 6.85%
1 YR RETURN 7.59%
3 YR 7.54%
5 YR 12.69%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund seeks long-term capital appreciation by investing primarily in equity securities of issuers located throughout the world that they believe have, among other things, resilient business franchises and growth potential. Under normal market conditions, it invests in securities of issuers from at least three different countries, which may include the United States. The fund may concentrate its holdings in a relatively small number of companies and may invest up to 25% of its assets in a single issuer. It may utilize foreign currency forward exchange contracts. The fund is non-diversified.
The investment seeks maximum long-term capital growth. The fund's investment team employs a fundamental investment process to construct a diversified portfolio of U.S. and non-U.S. growth companies across a broad capitalization range. The team seeks to invest in companies that the advisor believes possess franchise characteristics, are benefiting from an accelerating profit cycle and are trading at a discount to its estimate of private market value.

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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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

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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