Morgan Stanley Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-0.721.3921.36-2.25--
    Category Average-0.924.2718.93-4.643.82
    Assets for Each Yr*26.9424.3733.6538.9738.97
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -2.25 6.35 4.11

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $38,969 mil $1,000 17.00 83.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 23.37 1.19 Average
    International Stock 3.2 30.10 1.78 Above Avg
    Municipal Bond 2.0 0.88 0.72 Average
    Taxable Bond 3.3 41.57 0.98 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 12.93 2.01
    Intuitive Surgical Inc* Healthcare 13.29 0.75
    Twitter Inc* Technology 15.76 0.64
    Mastercard Inc A* Financial Services 7.25 0.42
    Microsoft Corp* Technology 6.05 0.26
    IAC/InterActiveCorp* Technology 9.27 0.19
    Experian PLC* Industrials 2.41 0.17
    Accenture PLC A* Technology 6.69 0.13
    Netflix Inc* Consumer Cyclical 26.69 0.13
    Philip Morris International Inc* Consumer Defensive 10.53 0.12
    Zoetis Inc Class A* Healthcare -0.92 0.11
    Globant SA* Technology 15.41 0.10
    Prologis Inc* RealEstate 10.18 0.10
    Alnylam Pharmaceuticals Inc* Healthcare 14.00 0.08
    Baxter International Inc* Healthcare 7.31 0.08
    Vornado Realty Trust* RealEstate 7.03 0.07
    ANGI Homeservices Inc A* Technology 2.68 0.06
    Altria Group Inc* Consumer Defensive -2.19 0.06
    CRH PLC* Basic Materials 10.43 0.06
    Macerich Co* RealEstate 6.93 0.06

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Theodore R. Bigman 14.60
    Morgan Stanley Inst Dennis P. Lynch 14.40
    Morgan Stanley Inst Theodore R. Bigman 14.30
    Morgan Stanley Inst David S. Cohen 13.90
    Morgan Stanley Multi David S. Cohen 13.70

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Pathw Sukru Saman 0.50
    Morgan Stanley Glb C Theodore R. Bigman 0.60
    Morgan Stanley Globa Kristian Heugh 0.60
    Morgan Stanley Real Mark A. Bavoso 0.60
    Morgan Stanley Inst Jitania Kandhari 1.80