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Morgan Stanley Institutional Fund Global Opportunity Portfolio Class I: (MF: MGGIX)
(NASDAQ Mutual Funds) As of Sep 16, 2025 08:00 PM ET
$41.25 USD
+0.26 (0.63%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.27 | 43 |
| 3 months | 2.57 | 91 |
| 6 months | 7.84 | 71 |
| 1 Year | 25.30 | 4 |
| 3 Year | 26.44 | 1 |
| 5 Year | 7.47 | 77 |
| 10 Year | 15.31 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 33.78 |
| 5 Year | 11.91 |
| 10 Year | 15.04 |
| Since Inception | 16.32 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.37 | 19.03 | NA | NA |
| 2024 | 12.61 | -0.71 | 9.75 | 3.83 |
| 2023 | 20.55 | 11.46 | -4.90 | 17.17 |
| 2022 | -20.28 | -27.32 | -4.00 | 5.14 |
| 2021 | -1.20 | 7.80 | -5.14 | -0.80 |
| 2020 | -11.71 | 31.66 | 18.73 | 12.65 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.27 | 27.41 | 49.72 | -41.52 | 0.21 | 55.48 | 35.44 | -5.66 | 49.45 | 1.05 | 18.49 |
| % Total Return Rel to Index | 0.14 | 8.19 | 25.30 | -22.43 | -17.94 | 41.40 | 10.23 | 4.76 | 29.33 | -4.28 | 21.25 |
| % Total Return Rel to Peer | 0.88 | 15.03 | 31.08 | -21.96 | -15.99 | 38.81 | 10.69 | 4.36 | 27.22 | -4.52 | 20.77 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 3.23 | 0.64 | 4.67 | 2.10 | 0.52 | 0.00 | 0.16 | 0.09 | 1.08 | 0.20 |
| Expense Ratio | 0.93 | 0.93 | 0.90 | 0.95 | 0.92 | 0.92 | 0.94 | 0.94 | 0.79 | 0.80 | 0.98 |
* 1 = Top 20%, 5 = Bottom 20%