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Morgan Stanley Inst Inception I (MSSGX)

12.66 -0.06 (-0.47%)
At close: October 25 at 8:01 PM EDT
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DELL
  • Previous Close 12.72
  • YTD Return -1.13%
  • Expense Ratio 1.00%
  • Category Small Growth
  • Last Cap Gain -203.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 307.94M
  • Beta (5Y Monthly) 1.44
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 72.00%
  • Last Dividend 0.02
  • Inception Date Nov 1, 1989

The fund will, under normal circumstances, seek to achieve its investment objective by investing primarily in established and emerging companies with capitalizations within the range of companies included in the Russell 2000? Growth Index. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis. The Adviser may invest up to 25% of the fund's total assets in foreign securities.

Morgan Stanley

Fund Family

Small Growth

Fund Category

307.94M

Net Assets

1989-11-01

Inception Date

Performance Overview: MSSGX

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Trailing returns as of 10/24/2024. Category is Small Growth.

YTD Return

MSSGX
1.13%
Category
12.40%
?

1-Year Return

MSSGX
14.77%
Category
55.69%
?

3-Year Return

MSSGX
19.58%
Category
19.34%
?

5-Year Return

MSSGX
10.49%
Category
20.72%
?

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Holdings: MSSGX

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Top 10 Holdings (56.02% of Total Assets)

SymbolCompany% Assets
NET
Cloudflare, Inc. 10.01%
GLBE
Global-E Online Ltd. 7.33%
CHWY
Chewy, Inc. 6.66%
AGL
agilon health, inc. 5.99%
BILL
BILL Holdings, Inc. 5.25%
APPN
Appian Corporation 4.88%
AFRM
Affirm Holdings, Inc. 4.82%
PTON
Peloton Interactive, Inc. 4.14%
ZI
ZoomInfo Technologies Inc. 3.64%
W
Wayfair Inc. 3.30%

Sector Weightings

Recent News: MSSGX

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Research Reports: MSSGX

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