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Morgan Stanley Inst Growth IR (MGHRX)

50.65 +2.58 (+5.37%)
At close: November 6 at 6:45 PM EST

Fund Summary

The fund invests primarily in established and emerging companies, with capitalizations within the range of companies included in the Russell 1000? Growth Index. It may invest up to 25% of its total assets in foreign securities.

Morgan Stanley Inst Growth IR

New York, NY 10036
522 Fifth Avenue

Fund Overview

Category Large Growth
Fund Family Morgan Stanley
Net Assets 3.8B
YTD Return 23.27%
Yield 0.00%
Morningstar Rating
Inception Date Apr 30, 2015

Fund Operations

Last Dividend --
Last Cap Gain 3.00
Holdings Turnover 29.00%
Average for Category --

Fees & Expenses

Expense MGHRX Category Average
Annual Report Expense Ratio (net) 0.49% 0.99%
Prospectus Net Expense Ratio 0.49% --
Prospectus Gross Expense Ratio 0.49% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Sandeep (Sam) G. Chainani, Lead Manager since June 30, 2004
Sam Chainani is an investor for the Counterpoint Global team. He joined Morgan Stanley in 1996 and has been with financial industry since 1996. Sam joined the team as an investor in 2000. Previously, he was a strategy specialist for our Inception and Discovery strategies. Sam received a B.S. in management with a concentration in finance from Binghamton University. He holds the Chartered Financial Analyst designation.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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