Morgan Stanley Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return23.262.43-0.711.4316.59
    Category Average20.114.69-0.924.2114.70
    Assets for Each Yr*30.0031.3926.9524.4431.39
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 16.59 5.91 8.88

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $31,388 mil $1,000 21.77 78.23
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.5 25.33 1.23 Average
    International Stock 3.0 37.07 1.51 Average
    Municipal Bond 2.0 2.09 0.68 Average
    Taxable Bond 3.3 27.85 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-13-17

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 51.01 1.31
    Amazon.com Inc* Consumer Cyclical 33.75 1.22
    Alphabet Inc C* Technology 28.23 0.87
    The Priceline Group Inc* Consumer Cyclical 31.58 0.80
    Illumina Inc* Healthcare 61.61 0.67
    Mastercard Inc A* Financial Services 43.55 0.67
    ServiceNow Inc* Technology 64.50 0.65
    athenahealth Inc* Technology 9.75 0.64
    Intuitive Surgical Inc* Healthcare 71.38 0.63
    Workday Inc Class A* Technology 65.47 0.61
    Visa Inc Class A* Financial Services 39.91 0.60
    Starbucks Corp* Consumer Cyclical 1.71 0.58
    Salesforce.com Inc* Technology 41.60 0.56
    Simon Property Group Inc* RealEstate -3.41 0.53
    Veeva Systems Inc Class A* Technology 44.79 0.45
    S&P Global Inc* Financial Services 51.62 0.44
    NVIDIA Corp* Technology 82.70 0.37
    Activision Blizzard Inc* Technology 69.98 0.28
    Twitter Inc* Technology 14.29 0.28
    Vornado Realty Trust* RealEstate -21.52 0.27

    Best 5-Year Relative Performance | More
    10-13-17

    Lowest Expenses | More
    10-13-17

    Highest Expenses | More
    10-13-17

    Longest Manager Tenure | More
    10-13-17

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Paul C. Psaila 13.80
    Morgan Stanley Inst Theodore R. Bigman 13.30
    Morgan Stanley Inst Dennis P. Lynch 13.20
    Morgan Stanley Inst Theodore R. Bigman 13.00
    Morgan Stanley Inst David S. Cohen 12.70

    Shortest Manager Tenure | More
    10-13-17

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Jitania Kandhari 0.50
    Morgan Stanley EmMkt Tim Drinkall 0.80
    Consulting Group Inf Mihir P. Worah 1.20
    Morgan Stanley Inst Kristian Heugh 1.40
    Morgan Stanley Instl Phillip Kim 1.40