Morgan Stanley Global Opportunity Portfolio Class A (MGGPX)
The mutual fund aims to invest in established and emerging companies globally, focusing on those with market capitalizations similar to those in the MSCI All Country World Index. The fund primarily targets undervalued companies, both established and emerging, and may also consider equity securities, privately placed, and restricted securities in its portfolio.
Fund Info
US61756E6858
61756E685
May 24, 2010
$1,000
MSCI All Country World Index
Large-Cap
Growth
Expense Ratio
MGGPX has a high expense ratio of 1.25%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Morgan Stanley Global Opportunity Portfolio Class A (MGGPX) returned 12.70% year-to-date (YTD) and 17.10% over the past 12 months. Over the past 10 years, MGGPX returned 8.82% annually, underperforming the S&P 500 benchmark at 10.86%.
MGGPX
12.70%
17.25%
2.60%
17.10%
13.38%
4.24%
8.82%
^GSPC (Benchmark)
1.39%
12.89%
1.19%
12.45%
15.19%
14.95%
10.86%
Monthly Returns
The table below presents the monthly returns of MGGPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.80% | -0.84% | -6.94% | 5.02% | 8.89% | 12.70% | |||||||
| 2024 | 1.96% | 9.24% | 1.03% | -5.04% | 0.50% | 3.99% | -2.33% | 6.35% | 5.57% | 1.11% | 5.94% | -11.51% | 16.07% |
| 2023 | 16.36% | -2.78% | 6.54% | 0.56% | 3.74% | 6.71% | 5.20% | -3.47% | -6.42% | -2.62% | 14.81% | 2.38% | 45.96% |
| 2022 | -10.96% | -7.70% | -3.07% | -14.99% | -5.06% | -10.05% | 11.60% | -2.50% | -11.82% | 3.53% | 9.37% | -25.24% | -53.03% |
| 2021 | -1.23% | 3.67% | -3.59% | 5.95% | -1.67% | 3.41% | -2.71% | 2.11% | -4.60% | 5.16% | -5.76% | -4.98% | -5.07% |
| 2020 | 1.96% | -4.40% | -9.49% | 12.75% | 8.66% | 7.41% | 6.77% | 11.57% | -0.44% | -1.94% | 10.99% | 2.21% | 53.17% |
| 2019 | 10.48% | 3.00% | 4.01% | 4.99% | -4.68% | 6.13% | -0.76% | -1.23% | -1.60% | 3.53% | 5.02% | 2.44% | 35.03% |
| 2018 | 8.30% | -1.95% | -0.68% | 1.62% | 6.03% | -1.15% | -1.84% | 1.42% | -1.32% | -11.10% | 1.56% | -6.26% | -6.60% |
| 2017 | 5.80% | 4.22% | 5.08% | 4.20% | 5.19% | -0.37% | 6.79% | 1.78% | 1.70% | 2.72% | 1.30% | 2.01% | 48.43% |
| 2016 | -4.74% | -4.78% | 6.05% | 1.49% | 2.43% | -2.37% | -0.51% | 0.06% | 2.12% | -0.69% | -3.48% | -1.57% | -6.36% |
| 2015 | 2.40% | 5.19% | -0.00% | 3.99% | 0.91% | 1.55% | 1.65% | -6.99% | -1.88% | 10.25% | 1.49% | -2.08% | 16.67% |
| 2014 | -0.74% | 5.61% | -3.68% | -4.48% | 5.62% | 3.93% | -1.26% | 4.83% | -3.52% | 2.04% | 1.10% | -6.53% | 1.93% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MGGPX is 64, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Morgan Stanley Global Opportunity Portfolio Class A (MGGPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Morgan Stanley Global Opportunity Portfolio Class A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Morgan Stanley Global Opportunity Portfolio Class A was 60.49%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current Morgan Stanley Global Opportunity Portfolio Class A drawdown is 23.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.49% | Feb 17, 2021 | 471 | Dec 28, 2022 | — | — | — |
| -27.19% | Feb 20, 2020 | 20 | Mar 18, 2020 | 50 | May 29, 2020 | 70 |
| -24.3% | Jun 7, 2018 | 139 | Dec 24, 2018 | 122 | Jun 20, 2019 | 261 |
| -24.2% | May 2, 2011 | 108 | Oct 3, 2011 | 486 | Sep 11, 2013 | 594 |
| -17.19% | Dec 2, 2015 | 49 | Feb 11, 2016 | 264 | Mar 1, 2017 | 313 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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