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Morgan Stanley Inst Advantage C (MSPRX)

18.60 +0.77 (+4.32%)
At close: November 6 at 6:45 PM EST
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DELL
  • Previous Close 17.83
  • YTD Return 15.86%
  • Expense Ratio 1.95%
  • Category Large Growth
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 161.59M
  • Beta (5Y Monthly) 1.41
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 42.00%
  • Last Dividend 0.02
  • Inception Date Apr 30, 2015

The fund invests primarily in established companies with capitalizations within the range of companies included in the Russell 1000? Growth Index. In selecting securities for investment, the Adviser typically invests in companies it believes have strong name recognition and sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive risk/reward. The fund may invest in foreign securities, which may include emerging market securities. It may invest in equity securities.

Morgan Stanley

Fund Family

Large Growth

Fund Category

161.59M

Net Assets

2015-04-30

Inception Date

Performance Overview: MSPRX

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Trailing returns as of 11/5/2024. Category is Large Growth.

YTD Return

MSPRX
15.86%
Category
12.38%
?

1-Year Return

MSPRX
51.24%
Category
41.70%
?

3-Year Return

MSPRX
12.67%
Category
22.56%
?

5-Year Return

MSPRX
5.19%
Category
21.98%
?

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Holdings: MSPRX

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Top 10 Holdings (61.06% of Total Assets)

SymbolCompany% Assets
NET
Cloudflare, Inc. 9.65%
DASH
DoorDash, Inc. 7.48%
TTD
The Trade Desk, Inc. 7.02%
SHOP.TO
Shopify Inc. 6.20%
TSLA
Tesla, Inc. 6.19%
SNOW
Snowflake Inc. 5.19%
AMZN
Amazon.com, Inc. 5.08%
RBLX
Roblox Corporation 4.89%
ABNB
Airbnb, Inc. 4.73%
RPRX
Royalty Pharma plc 4.62%

Sector Weightings

Recent News: MSPRX

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Research Reports: MSPRX

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