Review, June 2017

Connected Investments.
Institutions and Individuals investing together

 

Institutional class mutual fund investments

Mutual Funds

Connected Investments.
Institutions and Individuals investing together

 

T. Rowe Price Global Technology Fund - I Class
Minimum initial investment $1,000,000, certain exceptions may apply

Ticker Symbol: PGTIX

T. Rowe Price Asia Opportunities Fund - I Class
Minimum initial investment $1,000,000, certain exceptions may apply.

Ticker Symbol: TRASX

T. Rowe Price Media & Telecommunications Fund - I Class

Minimum initial investment $1,000,000, certain exceptions may apply.

Ticker Symbol: TTMIX

 

Total
Return %
YTD 1
YEAR
3
YEAR
5
YEAR
10
YEAR
PGTIX 44.22 47.60 22.50 26.88 16.81
Total
Return %
YTD 1
YEAR
3
YEAR
5
YEAR
10
YEAR
TRASX 40.13 37.26 12.52 - -
Total
Return %
YTD 1
YEAR
3
YEAR
5
YEAR
10
YEAR
TTMIX 29.58 47.60 32.16 15.73 12.55

AVG. YTD ROI

 

37.98%

Connected Investments.
Institutions and Individuals investing together

 

Morgan Stanley Institutional Fund International Opportunity Portfolio
Minimum initial investment $5,000,000, certain exceptions may apply

Ticker Symbol: MIOIX

Morgan Stanley Institutional Fund Global Infrastructure Portfolio

Minimum initial investment $5,000,000, certain exceptions may apply

Ticker Symbol: MTIIX

Morgan Stanley Institutional Fund Global Advantage Portfolio

Minimum initial investment $5,000,000, certain exceptions may apply

Ticker Symbol: MIGIX

 

Total
Return %
YTD 1
YEAR
3
YEAR
5
YEAR
10
YEAR
MIOIX 45.04 46.32 16.14 17.03 -
Total
Return %
YTD 1
YEAR
3
YEAR
5
YEAR
10
YEAR
MTIIX 12.85 15.94 3.53 9.36 -
Total
Return %
YTD 1
YEAR
3
YEAR
5
YEAR
10
YEAR
MIGIX 36.63 38.49 11.89 13.49 -

AVG. YTD ROI

 

31.51%