Mutual Funds - Profile

Morgan Stanley Europe Opportunity Fund, Inc.

INT > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks maximum capital appreciation by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on high quality established and emerging companies located in Europe that are estimated to trade below their fair values.

The team favors companies with durable competitive advantages that can generate revenue through growth.

Additionally, the team integrates disruptive change, financial strength, environmental, social and governance factors as part More

Price

  • Last Close
  • $25.41
    -0.09
  • 52 Week HL
  • $31.53 - $24.49
  • Net Assets
  • $371.03 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 26, 2021

Top 10 Holdings
Feb 26, 2021

Company Holding
Farfetch Ltd 8.4
HelloFresh SE 6.01
DSV Panalpina 5.76
Adyen NV 5.01
Moncler SPA 5.00
Company Holding
Spotify Technology 4.73
Evolution Gaming 4.51
ASML Holding 4.47
Hermes International 4.32
EPAM Systems 4.18
Total 52.39%

Documents

  • Prospectus
  • Annual Reports

Performance
-15.2 % YTD

  • 3 Year
  • 30.43%
  • 5 Year
  • 38.2%
  • Best
  • 42.22%
    2020
  • Worst
  • -43.14%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
EUGCX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -15.3% 0.3% -14.8% 11.7% -1.8% 7.8% -2.3% 4.8% 0.3% 3.2% -
Q2 - 12.6% 30.2% 4.3% 2.8% 7.8% -2% - 1.1% - -
Q3 - 9.1% 12.7% -1.8% 1.7% 2.7% 2.2% -9.8% -6.5% 10.9% -
Q4 - -2.2% 13.7% 6.2% -14.7% 2.4% -1.4% -0.6% -5.1% 8.9% -

Returns +
M

J F M A M J J A S O N D
2022 -15.3% - - - - - - - - - - -
2021 -3.1% 5.1% -1.5% 7.9% 3.2% 1.2% 3.3% 2.5% 3% -4% -2.9% -5.8%

Annual
Return

Index Comparison

Alpha

NAV