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Morgan Stanley Inst Advantage C (MSPRX)
At close: 8:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 16.84% |
| 5y Average Return | 5.48% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Nov 5, 2024) | 73.10% |
| Worst 1Y Total Return (Nov 5, 2024) | -- |
| Best 3Y Total Return | 73.10% |
| Worst 3Y Total Return | -14.94% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MSPRX
Category
- YTD
- 15.86%
- 12.38%
- 1-Month
- 4.18%
- 5.09%
- 3-Month
- 13.92%
- 10.28%
- 1-Year
- 51.24%
- 41.70%
- 3-Year
- -12.67%
- 22.56%
- 5-Year
- 5.19%
- 21.98%
- 10-Year
- 9.12%
- 15.99%
- Last Bull Market
- 44.14%
- 25.99%
- Last Bear Market
- -38.16%
- -17.29%
Annual Total Return (%) History
Year
MSPRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 10.42% | -8.66% | 10.27% | -- |
| 2023 | 18.96% | 12.83% | -11.02% | 21.11% |
| 2022 | -25.20% | -38.16% | 3.40% | -5.96% |
| 2021 | -2.94% | 11.24% | -5.57% | -7.22% |
| 2020 | -9.89% | 46.04% | 13.52% | 15.87% |
| 2019 | 17.71% | 7.02% | -3.08% | 2.61% |
| 2018 | 4.42% | 7.27% | 5.59% | -13.22% |
| 2017 | 9.21% | 6.03% | 3.48% | 9.13% |
| 2016 | -3.30% | 2.76% | 5.91% | -3.35% |
| 2015 | -2.60% | 8.06% | -- | -- |
Rank in Category (By Total Return)
| YTD | 83 |
| 1-Month | 1 |
| 3-Month | 1 |
| 1-Year | 11 |
| 3-Year | 99 |
| 5-Year | 100 |
Load Adjusted Returns
| 1-Year | 50.24% |
| 3-Year | -12.67% |
| 5-Year | 5.19% |
| 10-Year | 9.12% |
Performance & Risk
| YTD Return | 16.84% |
| 5y Average Return | 5.48% |
| Rank in Category (ytd) | 83 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.41 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Morgan Stanley |
| Net Assets | 161.59M |
| YTD Return | 15.86% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Apr 30, 2015 |
Fund Summary
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.
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