Morgan Stanley Europe Opportunity Fund Inc.

Shareclass

Morgan Stanley Europe Opportunity I (EUGDX)

Type

Open-end mutual fund

Manager

Morgan Stanley

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

77.9

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 243 out of 1,094 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. L'Oreal SA
4.72% of assets
$5.18M invested
2. Schneider Electric SE
4.83% of assets
$5.3M invested
3. Deliveroo PLC
2.58% of assets
$2.83M invested
4. Accor SA
3.24% of assets
$3.56M invested
5. Moncler SpA
7.14% of assets
$7.83M invested
6. Novo Nordisk AS Class B
2.67% of assets
$2.93M invested
7. London Stock Exchange Group PLC
4.82% of assets
$5.29M invested
8. Hermes International SA
9.31% of assets
$10.21M invested
9. Compagnie Financiere Richemont SA Class A
1.63% of assets
$1.79M invested
10. Wise PLC ADR
3.13% of assets
$3.43M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Liberty Formula One Group Registered Shs Series -C- Formula One
4.74% of assets
$5.19M invested
2. Birkenstock Holding PLC
1.93% of assets
$2.12M invested
3. DSV AS
9.02% of assets
$9.9M invested
4. Chocoladefabriken Lindt & Spruengli AG
2.2% of assets
$2.42M invested
5. Essilorluxottica
2.06% of assets
$2.26M invested
6. ASML Holding NV
3.83% of assets
$4.2M invested
7. Allegro.EU SA Ordinary Shares
1.79% of assets
$1.96M invested
8. Evolution AB
2.01% of assets
$2.21M invested
9. Straumann Holding AG
3.59% of assets
$3.93M invested
10. Spotify Technology SA
8.39% of assets
$9.2M invested

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Financial performance

Performance data provided by

Find more financial data on EUGDX at Morningstar.com

Gender Equality and Returns

Returns chart for Morgan Stanley Europe Opportunity Fund Inc.

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

EUGDX

Morgan Stanley Europe Opportunity Fund Inc.

Family

Morgan Stanley

Category

Europe Stock

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.69% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

3 / 40 points higher

Lower equal compensation and work life balance score

1 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

EUGDX

Morgan Stanley Europe Opportunity Fund Inc.

Family

Morgan Stanley

Category

Europe Stock

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.69% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

3 / 40 points higher

Lower equal compensation and work life balance score

1 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

EUGDX

Morgan Stanley Europe Opportunity Fund Inc.

Family

Morgan Stanley

Category

Europe Stock

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.69% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

3 / 40 points higher

Lower equal compensation and work life balance score

1 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
EUGDX - Morgan Stanley Europe Opportunity Fund Inc.

4.61%

2.72%

11%

5.61%

58 / 100 points

Benchmark

6.75%

4.94%

11%

4.92%

57 / 100 points

Fund compared to benchmark

-2.15%

-2.22%

0.1%

0.69%

1 / 100 points higher

Find more financial data on EUGDX at Morningstar.com

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