Awards and Recognition
Morningstar Analyst Rating
Morningstar Analysts have rated the fund a silver medal (effective 4/6/2020). Fewer than 32% of the U.S. Open End funds have a medalist rating (effective 12/31/19).^
Fees & Expenses
The Adviser may make additional voluntary fee waivers and/or expense reimbursements. The Adviser may discontinue these voluntary fee waivers and/or expense reimbursements at any time in the future.
Pricing & Performance
Performance data quoted represents past performance, which is no guarantee of future results, and current performance may be lower or higher than the figures shown. For the most recent month-end performance figures, please select the "month" timeframe or call 1-800-548-7786. Investment returns and principal value will fluctuate and fund shares, when redeemed, may be worth more or less than their original cost. For additional important information, please click here.
Past performance is not indicative of future results.
Average Annual Total Returns As of 06/30/2020 As of 06/30/2020
Average Annual Total Returns
Past performance is not indicative of future results. The Portfolio's calendar year returns do not include the deduction of any applicable sales charges.
Composition As of 03/31/2020
Holdings As of 05/31/2020
Full Holdings Report available at least 45 calendar days after quarter-end.
Portfolio turnover is sourced from the fund's current prospectus. View current prospectus for the as of date.
Insights by Counterpoint Global
How Morgan Stanley’s Lynch Built a Perfect Pandemic Portfolio
Jul 07, 2020
Dennis Lynch, head of Counterpoint Global at Morgan Stanley Investment Management, discusses his mutual fund's investment strategy amid the Covid-19 pandemic with Bloomberg's Erik Schatzker on "Bloomberg Markets.