Vladimir Demine stepped down as a named manager on Morgan Stanley International Equity and Morgan Stanley Global Franchise and its related vehicles outside the US on June 27, 2024. He will retire from the firm on Aug. 30, 2024. Demine, who also serves as head of environmental, social, and governance investing for the London-based international equity team, joined Morgan Stanley in 2009 and became a portfolio manager in 2019. Demine’s exit comes within a year of Nathan Wong’s departure in August 2023, but the team is still formidable. Lead manager William Lock remains in place, as do seven other experienced managers and a handful of dedicated analysts. The Above Average People rating and Morningstar Medalist Ratings of the strategies remain intact.
Morgan Stanley Inst Global Franchise A MSFBX
- NAV / 1-Day Return 37.37 / −0.13 %
- Total Assets 2.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.170%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Global Large-Stock Blend
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.57%
- Turnover 15%
USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:25 PM GMT+0
Morningstar’s Analysis MSFBX
Will MSFBX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.73 | 242.0 Mil | Technology |
SAP SE | 6.71 | 186.0 Mil | Technology |
Visa Inc Class A | 5.80 | 160.8 Mil | Financial Services |
Accenture PLC Class A | 5.02 | 139.1 Mil | Technology |
Intercontinental Exchange Inc | 4.41 | 122.3 Mil | Financial Services |
RELX PLC | 4.07 | 112.8 Mil | Industrials |
UnitedHealth Group Inc | 3.76 | 104.2 Mil | Healthcare |
Thermo Fisher Scientific Inc | 3.47 | 96.1 Mil | Healthcare |
Becton Dickinson & Co | 3.37 | 93.3 Mil | Healthcare |
Aon PLC Class A | 3.28 | 90.9 Mil | Financial Services |