Morgan Stanley Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return2.43-0.711.4321.362.06
    Category Average4.69-0.934.2118.970.61
    Assets for Each Yr*31.3926.9524.4433.8935.96
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family 2.06 5.79 7.56

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $35,963 mil $1,000 21.84 78.16
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 24.10 1.20 Average
    International Stock 3.0 37.88 1.79 Above Avg
    Municipal Bond 2.0 1.77 0.75 Average
    Taxable Bond 3.7 29.67 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-18-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 34.62 1.51
    Alphabet Inc C* Technology 1.91 0.83
    Starbucks Corp* Consumer Cyclical 0.57 0.73
    Veeva Systems Inc Class A* Technology 39.82 0.72
    Twitter Inc* Technology 35.90 0.65
    Illumina Inc* Healthcare 23.42 0.64
    Salesforce.com Inc* Technology 24.19 0.60
    Union Pacific Corp* Industrials 7.78 0.60
    Activision Blizzard Inc* Technology 14.23 0.58
    Booking Holdings Inc* Consumer Cyclical 18.91 0.54
    athenahealth Inc* Technology 12.76 0.53
    Facebook Inc A* Technology 3.52 0.53
    ServiceNow Inc* Technology 33.40 0.46
    Workday Inc Class A* Technology 32.18 0.45
    Mastercard Inc A* Financial Services 26.12 0.43
    Berkshire Hathaway Inc B* Financial Services -1.09 0.41
    United Technologies Corp* Industrials -0.77 0.40
    Visa Inc Class A* Financial Services 14.32 0.33
    Simon Property Group Inc* RealEstate -7.95 0.32
    EPAM Systems Inc* Technology 17.67 0.29

    Best 5-Year Relative Performance | More
    05-18-18

    Worst 5-Year Relative Performance | More
    05-18-18

    Lowest Expenses | More
    05-18-18

    Highest Expenses | More
    05-18-18

    Longest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Theodore R. Bigman 13.90
    Morgan Stanley Inst Dennis P. Lynch 13.80
    Morgan Stanley Inst Theodore R. Bigman 13.60
    Morgan Stanley Inst Paul C. Psaila 13.40
    Morgan Stanley Inst David S. Cohen 13.30

    Shortest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Sandeep (Sam) G. Cha 0.10
    Morgan Stanley Inst Sandeep (Sam) G. Cha 0.10
    Morgan Stanley Inst Sandeep (Sam) G. Cha 0.10
    Morgan Stanley Inst Jitania Kandhari 1.10
    Morgan Stanley EmMkt Tim Drinkall 1.40