Morgan Stanley Fund Family Report
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  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return2.43-0.711.4321.370.35
    Category Average4.71-0.924.2718.95-1.79
    Assets for Each Yr*31.3926.9524.4433.8939.53
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family 0.35 6.94 5.54

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $39,533 mil $1,000 17.69 82.31
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 24.30 1.20 Average
    International Stock 3.2 31.41 1.79 Above Avg
    Municipal Bond 2.0 1.00 0.72 Average
    Taxable Bond 3.4 38.54 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-12-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 39.97 1.87
    Twitter Inc* Technology 33.32 0.96
    Illumina Inc* Healthcare 42.06 0.74
    Veeva Systems Inc Class A* Technology 62.30 0.74
    Booking Holdings Inc* Consumer Cyclical 9.70 0.72
    Activision Blizzard Inc* Technology -14.36 0.69
    Union Pacific Corp* Industrials 11.88 0.67
    athenahealth Inc* Technology -0.80 0.57
    ServiceNow Inc* Technology 32.20 0.47
    Workday Inc Class A* Technology 30.82 0.47
    Mastercard Inc A* Financial Services 32.23 0.39
    Vulcan Materials Co* Basic Materials -18.56 0.34
    Intuitive Surgical Inc* Healthcare 38.10 0.31
    Martin Marietta Materials Inc* Basic Materials -17.28 0.31
    Adobe Systems Inc* Technology 35.05 0.25
    Microsoft Corp* Technology 26.41 0.24
    Experian PLC* Industrials 8.88 0.18
    Intuit Inc* Technology 35.96 0.18
    Accenture PLC A* Technology 7.93 0.17
    Autodesk Inc* Technology 24.12 0.17

    Best 5-Year Relative Performance | More
    11-12-18

    Worst 5-Year Relative Performance | More
    11-12-18

    Lowest Expenses | More
    11-12-18

    Highest Expenses | More
    11-12-18

    Longest Manager Tenure | More
    11-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Theodore R. Bigman 14.40
    Morgan Stanley Inst Dennis P. Lynch 14.20
    Morgan Stanley Inst Theodore R. Bigman 14.10
    Morgan Stanley Inst David S. Cohen 13.80
    Morgan Stanley Multi David S. Cohen 13.50

    Shortest Manager Tenure | More
    11-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Glb C Theodore R. Bigman 0.40
    Morgan Stanley Globa Kristian Heugh 0.40
    Morgan Stanley Real Mark A. Bavoso 0.40
    Morgan Stanley Inst Sandeep (Sam) G. Cha 0.50
    Morgan Stanley Inst Sandeep (Sam) G. Cha 0.50