Morgan Stanley Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return23.262.43-0.711.4320.12
    Category Average20.114.69-0.924.2117.74
    Assets for Each Yr*30.0031.3926.9524.4433.33
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 20.12 5.93 9.42

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $33,328 mil $1,000 21.01 78.99
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 25.10 1.24 Average
    International Stock 3.5 36.44 1.51 Above Avg
    Municipal Bond 2.0 1.96 0.75 Average
    Taxable Bond 3.6 28.90 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-15-17

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 56.61 1.31
    Amazon.com Inc* Consumer Cyclical 57.25 1.22
    Alphabet Inc C* Technology 37.88 0.87
    The Priceline Group Inc* Consumer Cyclical 20.05 0.80
    Illumina Inc* Healthcare 69.13 0.67
    Mastercard Inc A* Financial Services 49.42 0.67
    ServiceNow Inc* Technology 74.20 0.65
    athenahealth Inc* Technology 29.29 0.64
    Intuitive Surgical Inc* Healthcare 74.97 0.63
    Workday Inc Class A* Technology 56.56 0.61
    Visa Inc Class A* Financial Services 46.77 0.60
    Starbucks Corp* Consumer Cyclical 6.88 0.58
    Salesforce.com Inc* Technology 54.08 0.56
    Simon Property Group Inc* RealEstate -1.53 0.53
    Veeva Systems Inc Class A* Technology 37.54 0.45
    S&P Global Inc* Financial Services 58.72 0.44
    NVIDIA Corp* Technology 80.00 0.37
    Activision Blizzard Inc* Technology 85.63 0.28
    Twitter Inc* Technology 36.38 0.28
    Vornado Realty Trust* RealEstate -22.91 0.27

    Best 5-Year Relative Performance | More
    12-15-17

    Lowest Expenses | More
    12-15-17

    Highest Expenses | More
    12-15-17

    Longest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Paul C. Psaila 14.00
    Morgan Stanley Inst Theodore R. Bigman 13.50
    Morgan Stanley Inst Dennis P. Lynch 13.30
    Morgan Stanley Inst Theodore R. Bigman 13.20
    Morgan Stanley Inst David S. Cohen 12.80

    Shortest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Jitania Kandhari 0.70
    Morgan Stanley EmMkt Tim Drinkall 1.00
    Consulting Group Inf Mihir P. Worah 1.40
    Consulting Group Lar Kristen E. Bartholds 1.60
    Morgan Stanley Inst Kristian Heugh 1.60