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Morgan Stanley Investment Funds - Global Balanced Risk Control Fund Of Funds C (0P0000XLF3)

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41.800 -0.030    -0.07%
29/08 - Closed. Currency in USD
Type:  Fund
Market:  Luxembourg
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.21B
Morgan Stanley Investment Funds Global Balanced Ri 41.800 -0.030 -0.07%

0P0000XLF3 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Morgan Stanley Investment Funds Global Balanced Ri (0P0000XLF3) fund. Our Morgan Stanley Investment Funds Global Balanced Ri portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 4.770 5.110 0.340
Shares 50.610 50.610 0.000
Bonds 52.360 54.620 2.260
Convertible 0.340 0.340 0.000
Preferred 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 22.052 16.847
Price to Book 3.335 2.484
Price to Sales 2.725 1.872
Price to Cash Flow 15.047 10.038
Dividend Yield 1.615 2.452
5 Years Earnings Growth 9.660 11.007

Sector Allocation

Name  Net % Category Average
Technology 26.590 19.596
Financial Services 18.050 16.249
Consumer Cyclical 15.430 11.735
Industrials 9.810 12.839
Communication Services 9.740 7.633
Healthcare 8.210 11.162
Consumer Defensive 4.960 7.144
Basic Materials 2.540 7.122
Energy 1.940 4.851
Real Estate 1.410 2.650
Utilities 1.330 3.366

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 28

Number of short holdings: 1

Name ISIN Weight % Last Change %
MS INVF Global Bond NH1 EUR LU2646745906 15.08 - -
  Source S&P 500 UCITS IE00B3YCGJ38 14.41 1,282.66 -0.42%
  iShares Global Aggregate Bond Hedged Acc IE00BDBRDM35 8.54 4.895 -0.06%
MS INVF US Growth N LU0365479442 5.80 - -
  Morgan Stanley Investment Funds Global Opportuni LU1149983899 5.69 125.720 -0.52%
MS INVF US Value N USD Acc LU2620975529 5.25 - -
Vontobel US Equity G EUR LU1787046561 5.11 - -
  iShares $ Treasury Bond 7-10yr UCITS ETF EUR Hedge IE00BGPP6697 4.39 4.04 -0.25%
MS INVF Global Fixed Income Opps NH EUR LU0712124246 3.48 - -
  Wellington Strategic European Equity Fund S EUR Ac IE00B6TYHG95 3.45 57.677 -0.29%

Top Equity Funds by MSIM Fund Management (Ireland) Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  MS Global Brands Fund Zu 20.24B 6.08 8.70 9.68
  Investment Funds Global Brands Funs 20.24B 6.07 8.70 9.71
  Investment Funds Global Brands Funu 20.24B 6.07 8.70 9.68
  MS Global Brands Fund Au 20.24B 5.47 7.63 8.78
  MS Global Brands Fund AXu 20.24B 5.48 7.63 8.78
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