UTLQX Rating, Research - Morgan Stanley Global Infrastructure Q

Morgan Stanley Global Infrastructure Q (utlqx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 32

Threats + Weaknesses = 16

When strengths & opportunities substantially exceed threats & weaknesses an investment in the utlqx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Morgan Stanley Global Infrastructure Q (UTLQX) Description: UTLQX is a mutual fund, which is an investment that owns a basket of assets. The UTLQX mutual fund was provided by Morgan and this investment vehicle derives the majority of its value from equity holdings (stocks). Morgans mutual fund has a short management tenure and is in the average fund size classification. UTLQXs minimum initial investment amount is $0 while the IRA minimum is $0. UTLQXs expense ratio is roughly 1%. The latest UTLQXs front end load was 0% and the back end load was 5%. The Morgan Stanley Global Infrastructure Q (UTLQX) mutual fund falls under the world stock category. UTLQX focuses its investments in EU and USA and UTLQX is not affiliated with a particular industry or fund sector. The Morgan Stanley Global Infrastructure Q (UTLQX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find UTLQXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of UTLQXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation, consistent with preservation of principal, while providing current income. The fund invests mainly in equity securities (see equity research) of issuers in the U.S. and foreign countries. Currently, it emphasizes its investments in stocks (see stock research), but may invest in debt securities and may invest up to 25% of assets in "lower-grade" securities. The fund can invest in any country, including developed or emerging markets, but currently emphasizes investments in developed markets. As a fundamental policy, it normally invests in at least four countries.

Management Analysis Update

Performance Analysis Update