Nasdaq - Delayed Quote USD

iMGP Intl Instl (MSILX)

18.74 +0.20 (+1.08%)
At close: 8:06 AM EDT
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DELL
  • Previous Close 18.54
  • YTD Return 7.43%
  • Expense Ratio 1.07%
  • Category Foreign Large Blend
  • Last Cap Gain -8.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 194.62M
  • Beta (5Y Monthly) 1.19
  • Yield 0.94%
  • 5y Average Return --
  • Holdings Turnover 40.55%
  • Last Dividend 0.18
  • Inception Date Dec 1, 1997

Under normal conditions, each sub-advisor manages a portion of the fund’s assets by independently managing a portfolio typically composed of between 8 and 15 stocks. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the securities of companies organized or located outside of the United States, including large-, mid-,and small-cap companies and companies located in emerging markets.

iM Global Partner Fund Management

Fund Family

Foreign Large Blend

Fund Category

194.62M

Net Assets

1997-12-01

Inception Date

Performance Overview: MSILX

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Trailing returns as of 10/18/2024. Category is Foreign Large Blend.

YTD Return

MSILX
7.43%
Category
9.07%
?

1-Year Return

MSILX
16.52%
Category
33.76%
?

3-Year Return

MSILX
0.76%
Category
8.50%
?

5-Year Return

MSILX
5.14%
Category
10.08%
?

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Holdings: MSILX

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Top 10 Holdings (35.49% of Total Assets)

SymbolCompany% Assets
ICLR
ICON Public Limited Company 6.24%
SAP.DE
SAP SE 4.43%
SGE.L
The Sage Group plc 3.46%
2330.TW
Taiwan Semiconductor Manufacturing Company Limited 3.26%
CCEP.L
Coca-Cola Europacific Partners PLC 3.20%
MBG.DE
Mercedes-Benz Group AG 3.06%
NOVO-B.CO
Novo Nordisk A/S 2.99%
CNH
CNH Industrial N.V. 2.97%
KER.PA
Kering SA 2.94%
BAYN.DE
Bayer Aktiengesellschaft 2.94%

Sector Weightings

Recent News: MSILX

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Research Reports: MSILX

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