Morgan Stanley Fund Family Report
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  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return23.262.43-0.711.4514.95
    Category Average20.114.69-0.924.2112.78
    Assets for Each Yr*30.0031.3926.9524.4430.27
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 14.95 5.36 9.48

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $30,266 mil $1,000 21.76 78.24
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.8 26.08 1.23 Average
    International Stock 3.4 36.52 1.51 Above Avg
    Municipal Bond 3.0 2.07 0.68 Below Avg
    Taxable Bond 3.4 27.12 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-17

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 28.10 1.23
    Facebook Inc A* Technology 45.08 1.23
    Apple Inc* Technology 37.88 0.86
    Illumina Inc* Healthcare 49.33 0.78
    Alphabet Inc C* Technology 18.03 0.70
    Workday Inc Class A* Technology 55.70 0.66
    Intuitive Surgical Inc* Healthcare 53.44 0.65
    Mastercard Inc A* Financial Services 27.40 0.62
    Visa Inc Class A* Financial Services 31.58 0.58
    S&P Global Inc* Financial Services 40.22 0.56
    Simon Property Group Inc* RealEstate -8.54 0.55
    Salesforce.com Inc* Technology 32.75 0.53
    The Priceline Group Inc* Consumer Cyclical 23.66 0.50
    Tesla Motors Inc* Consumer Cyclical 64.69 0.43
    athenahealth Inc* Technology 33.99 0.41
    Zoetis Inc* Healthcare 14.36 0.39
    Twitter Inc* Technology -2.64 0.38
    Netflix Inc* Consumer Cyclical 34.16 0.31
    Vornado Realty Trust* RealEstate -25.92 0.28
    Splunk Inc* Technology 15.66 0.25

    Best 5-Year Relative Performance | More
    08-17-17

    Worst 5-Year Relative Performance | More
    08-17-17

    Lowest Expenses | More
    08-17-17

    Highest Expenses | More
    08-17-17

    Longest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Paul C. Psaila 13.60
    Morgan Stanley Inst Theodore R. Bigman 13.10
    Morgan Stanley Inst Dennis P. Lynch 13.00
    Morgan Stanley Inst Theodore R. Bigman 12.80
    Morgan Stanley Inst David S. Cohen 12.50

    Shortest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Jitania Kandhari 0.40
    Morgan Stanley EmMkt Tim Drinkall 0.70
    Consulting Group Inf Mihir P. Worah 1.00
    Morgan Stanley Instl Phillip Kim 1.20
    Morgan Stanley Instl Phillip Kim 1.20