Morgan Stanley Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return23.262.43-0.711.425.39
    Category Average20.104.71-0.934.194.74
    Assets for Each Yr*30.0031.3926.9524.4426.33
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 5.39 1.60 6.91

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $26,334 mil $1,000 21.90 78.10
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.2 28.19 1.21 Average
    International Stock 3.5 36.48 1.54 Above Avg
    Municipal Bond 3.0 2.34 0.68 Below Avg
    Taxable Bond 3.3 22.09 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-27-17

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 12.93 1.28
    Facebook Inc A* Technology 21.96 1.26
    Apple Inc* Technology 22.13 0.98
    Illumina Inc* Healthcare 34.56 0.96
    Simon Property Group Inc* RealEstate -5.50 0.84
    Intuitive Surgical Inc* Healthcare 21.00 0.76
    S&P Global Inc* Financial Services 19.83 0.75
    Workday Inc Class A* Technology 25.47 0.74
    Alphabet Inc C* Technology 6.18 0.71
    Tesla Motors Inc* Consumer Cyclical 26.45 0.66
    Mastercard Inc A* Financial Services 8.63 0.62
    Visa Inc Class A* Financial Services 14.22 0.59
    athenahealth Inc* Technology 5.70 0.56
    Salesforce.com Inc* Technology 19.21 0.55
    Twitter Inc* Technology -8.04 0.53
    Zoetis Inc* Healthcare 1.02 0.50
    Mead Johnson Nutrition Co* Consumer Defensive 25.57 0.47
    The Priceline Group Inc* Consumer Cyclical 20.87 0.46
    Equity Residential* RealEstate -2.57 0.44
    Vornado Realty Trust* RealEstate -3.28 0.44

    Best 5-Year Relative Performance | More
    03-27-17

    Worst 5-Year Relative Performance | More
    03-27-17

    Lowest Expenses | More
    03-27-17

    Highest Expenses | More
    03-27-17

    Longest Manager Tenure | More
    03-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Ann D. Thivierge 21.80
    Morgan Stanley Inst Paul C. Psaila 13.30
    Morgan Stanley Inst Theodore R. Bigman 12.80
    Morgan Stanley Inst Dennis P. Lynch 12.60
    Morgan Stanley Inst Theodore R. Bigman 12.50

    Shortest Manager Tenure | More
    03-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Consulting Group Inf Mihir P. Worah 0.60
    Morgan Stanley Instl Phillip Kim 0.80
    Morgan Stanley Instl Phillip Kim 0.80
    Morgan Stanley Instl Phillip Kim 0.80
    Morgan Stanley Inst Kristian Heugh 0.90