Morgan Stanley Fund Family Report
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  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return23.262.43-0.711.427.19
    Category Average20.114.69-0.934.196.02
    Assets for Each Yr*30.0031.3926.9524.4427.51
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 7.19 3.19 6.92

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $27,289 mil $1,000 22.52 77.48
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.3 26.48 1.21 Average
    International Stock 3.5 36.16 1.50 Average
    Municipal Bond 3.0 2.38 0.68 Below Avg
    Taxable Bond 3.4 24.83 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-28-17

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 23.35 1.25
    Facebook Inc A* Technology 30.60 1.23
    Apple Inc* Technology 24.52 0.95
    Illumina Inc* Healthcare 44.38 0.94
    Simon Property Group Inc* RealEstate -6.00 0.82
    Intuitive Surgical Inc* Healthcare 31.81 0.74
    S&P Global Inc* Financial Services 25.16 0.73
    Workday Inc Class A* Technology 32.24 0.72
    Alphabet Inc C* Technology 17.38 0.69
    Tesla Motors Inc* Consumer Cyclical 46.97 0.64
    Mastercard Inc A* Financial Services 13.08 0.61
    Visa Inc Class A* Financial Services 17.13 0.56
    athenahealth Inc* Technology -6.81 0.54
    Salesforce.com Inc* Technology 25.80 0.54
    Twitter Inc* Technology 1.10 0.52
    Zoetis Inc* Healthcare 5.21 0.48
    Mead Johnson Nutrition Co* Consumer Defensive 25.96 0.46
    The Priceline Group Inc* Consumer Cyclical 25.97 0.45
    Equity Residential* RealEstate 1.12 0.43
    Vornado Realty Trust* RealEstate -7.11 0.43

    Best 5-Year Relative Performance | More
    04-28-17

    Worst 5-Year Relative Performance | More
    04-28-17

    Lowest Expenses | More
    04-28-17

    Highest Expenses | More
    04-28-17

    Longest Manager Tenure | More
    04-28-17

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Paul C. Psaila 13.30
    Morgan Stanley Inst Theodore R. Bigman 12.80
    Morgan Stanley Inst Dennis P. Lynch 12.70
    Morgan Stanley Inst Theodore R. Bigman 12.60
    Morgan Stanley Inst David S. Cohen 12.20

    Shortest Manager Tenure | More
    04-28-17

    Fund Name   Manager Name Avg Manager Tenure  
    Consulting Group Inf Mihir P. Worah 0.70
    Morgan Stanley Instl Phillip Kim 0.90
    Morgan Stanley Instl Phillip Kim 0.90
    Morgan Stanley Instl Phillip Kim 0.90
    Morgan Stanley Inst Kristian Heugh 1.00