MSIF Global Franchise Class A
MSFBX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 522 Fifth Avenue New York NY United States of America 10036
- IPO Date
- Nov 30, 2001
- CIK
- 0000836487
- Website
- morganstanley.com
- Similar Companies
- Business
- Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio Class A (MSFBX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in a concentrated portfolio of 20 to 40 high-quality, capital-light companies with strong business franchises, powerful brands, high gross margins, and low reliance on physical assets; these include equities of issuers from at least three different countries, encompassing the United States, Eurozone nations, the United Kingdom, and other regions. The fund offers Class A shares with a front-end load of 5.25%, a net expense ratio of 1.16%, and a minimum initial investment of $1,000, alongside other share classes such as Class I, Class C, and Class L (with Class L sales suspended); top holdings typically feature large-cap blend stocks like Microsoft Corp., SAP SE, Visa Inc., L'Oreal SA, and Aon PLC, spanning sectors including technology (32%), financial services (23%), consumer defensive (13%), healthcare (12%), and industrials (8%). Managed within the global large-stock blend category by Morgan Stanley Investment Management, Inc., a division of Morgan Stanley headquartered at 1585 Broadway, New York, NY, the fund was launched on November 28, 2001, and maintains total net assets of approximately $2.14 billion, with portfolio assets predominantly in U.S. stocks (76%), non-U.S. stocks (22%), and cash (2%). In recent developments, effective October 31, 2025, portfolio managers Nic Sochovsky and Marcus Watson ceased to be named managers, while Isabelle Mast and Anton Kryachok joined William D. Lock, Bruno Paulson, Alex Gabriele, and Richard Perrott as named portfolio managers, with William Lock retaining final decision-making authority. The fund recommenced offering Class A and launched Class C shares on September 30, 2015, and resumed Class I shares on March 30, 2015, broadening investor access; additionally, in Q3 2025, it initiated new positions including Synopsys Inc. (2.3% of portfolio) and MSCI Inc. (1.8%), alongside ongoing strategic adjustments such as portfolio sales like LVMH in July 2025 and responses to market dynamics around generative AI impacts on holdings. These changes reflect the fund's active management approach, with quarterly holdings disclosures and a focus on bottom-up stock selection for sustained free cash flow generation amid global equity market volatility.