Mutual Fund, ETF, and Index Fund
Types
Morgan Stanley Europe Opportunity Fund (Mutual Fund)
Morgan Stanley Europe Opportunity Fund belongs to Stock Mutual Funds (Smith et al.,2020). This Mutual Fund aims at maximizing the capital appreciation of its investments. In normal market situations, the adviser can achieve this fund’s investment objective by investing fundamentally in the high-quality establishment and arising firms that are located in Europe that the investment team believes are underestimated during purchase. In this mutual fund, the adviser emphasizes a bottom-up stock selection process, looking for desirable investments on a specific company basis. This fund usually invests at least 80% of its assets in equity securities issued by issuers in European nations.
iShares MSCI Sweden ETF (ETF)
iShares MSCI Sweden ETF belongs to Cross-border types of ETFs. This ETF offers broad-based exposure to the economy in Sweden, though the ETF is tilted on the side of industrial and financials (Billio et al., 2021). This fund applies a blended strategy as it invests in a growth mix and value stocks. The fund is the best option when investors are looking for particular exposure to the Market in Sweden.
iShares Europe Index Fund (Index Fund)
iShares Europe Index Fund belongs to Market Capitalization type of Index Fund. Index Funds provide the best way for a normal investor to attain abroad diversification throughout an asset class without spending a lot when buying particular securities or paying a lot of fees related to mutual funds that are actively managed (Jørgensen and Plovst, 2021).
Categorization by Investment Policy
iShares Europe Index Fund belongs to class A2 according to investment policy. This categorization is as of April 30, 2021, after being rated against 1554 Europe Large-Cap Blend Equity Funds. The Index Fund has three stars rating for three years and three stars for five years (Jørgensen and Plovst, 2021).
iShares MSCI Sweden ETF is non-diversified (Billio et al., 2021). The fund has an average expense ratio compared to the funds found in the Miscellaneous Region category. The fund’s expanse ratio is o.5%, estimated to be 8% below its category.
Morgan Stanley Europe Opportunity Fund is in the first category. The categorization, also called star rating, is calculated with at least three years of coverage. The top ten percent of products in this fund has received five stars.
Risks/ Returns
Morgan Stanley Europe Opportunity Fund (Mutual Fund) risks include that foreign securities are subject to interest rates, economic and political risks (Smith et al.,2020). These risks may be magnified in the upcoming markets. Another risk is the volatility of the stock markets, and they can decline greatly, responding to the harmful issuer, market, economic, or any other developments.
iShares MSCI Sweden ETF risks may entail the investment value and the income from this fund falling and rising and cannot be guaranteed. The investors may not be able to get back the initially invested amount. In the past three years, the fund has given a return of approximately 68% in the previous three years annually.
iShares MSCI Sweden ETF Returns
the performance below shows past performance. It does not guarantee results in the future. There will be fluctuation in the investment return so that an investor’s shares after being sold may either be worth, more, or less the initial cost (Billio et al., 2021).
iShares Europe Index Fund Returns
With iShares Europe Index Fund, there may be changes in the market values daily due to economic, among other events, that may affect markets (Jørgensen and Plovst, 2021). It is also challenging when predicting the duration and timing of events. Funds may also be lost when investing in this fund. Also, it may be a challenge for the investors to get the original amount they invested.
The chart below indicates how often the iShares MSCI Sweden ETF fund’s five-year return is either positive or negative. Each of the bars indicates an observation period.
Cost of Investments
The expenses of investing in Morgan Stanley Europe Opportunity Fund involve the maximum entry charge of 5.75 percent, the ongoing charges of 1.74%, management fee of 1.5%.
The cost of investing iShares MSCI Sweden ETF entails a management fee of 0.51% only. Currently, there is 0.0% of acquired fund fees and expenses and 0.0% foreign taxes and other expenses.
As for now, the fund does not offer reliable data about its investment cost.
Why Invest in these Funds
It is worth investing in Morgan Stanley Europe Opportunity Fund after the analysis since this fund will be maximizing the appreciation of the capital by majorly investing in high emerging firms that are high quality (Smith et al.,2020). Additionally, it will be advisable to invest in iShares MSCI Sweden ETF. This is because the business involvement metrics with this ETF can assist the investors in gaining a more comprehensive view of particular activities where the fund may get exposed through investments. This ETF also helps in tracking the investment results of an index that involves Swedish equities. Investing in the iShares Europe Index Fund ensures that there are returns in the business; hence there is a need to invest in this fund. This is achieved through the fund’s assets growth and income (Jørgensen and Plovst, 2021).
References
Billion, M., Lo, A.W., Pelizzon, L., Getmansky Sherman, M., and Zareei, A., 2021. Global realignment in financial market dynamics: Evidence from ETF networks.
iShare (2021) BlackRock, Inc. https://www.ishares.com/us/products/239684/ishares-msci-sweden-etf
iShare (2021) BlackRock. https://www.blackrock.com/americas-offshore/en/products/243969/blackrock-europe-equity-index-a2-eur-fund
Jørgensen, P.L. and Plovst, M.D., 2021. The Cost of Insuring Against Underperformance in ESG Screened Index Funds. Available at SSRN 3831924.
Morgan Stanley 2021. https://www.morganstanley.com/im/en-us/intermediary-manager-research/product-and-performance/mutual-funds/international-and-global-equity/europe-opportunity-fund.shareClass.A.html
Smith, C., Ikenberry, D., Nayar, A., Anda, J., McVey, H., and Stewart, B., 2020. MORGAN STANLEY ROUNDTABLE ON Capital Structure and Payout Policy. Journal of Applied Corporate Finance, 32(1), pp.92-107.
Appendix
Figure 1: Morgan Stanley Europe Opportunity Fund Returns
| Returns | ||||||||||||
|
||||||||||||
Figure 2: iShares MSCI Sweden ETF Returns
Figure 3: iShares Europe Index Fund Returns
| From
31-Mar-2016 To 31-Mar-2017 |
From
31-Mar-2017 To 31-Mar-2018 |
From
31-Mar-2018 To 31-Mar-2019 |
From
31-Mar-2019 To 31-Mar-2020 |
From
31-Mar-2020 To 31-Mar-2021 |
|
| Total return (%)
as of 31/Mar/2021 |
10.33 | 14.83 | -3.44 | -15.39 | – |
| Benchmark (%)
as of 31/Mar/2021 |
9.76 | 14.49 | -3.72 | -15.50 | 44.95 |
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