Morgan Stanley Fund Family Report
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  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return2.43-0.711.4321.32--
    Category Average4.69-0.924.2118.972.63
    Assets for Each Yr*31.3926.9524.4433.8933.89
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 21.32 6.91 9.06

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $33,889 mil $1,000 21.26 78.74
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 24.29 1.23 Average
    International Stock 3.5 36.94 1.50 Above Avg
    Municipal Bond 2.0 2.00 0.75 Average
    Taxable Bond 3.4 29.22 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-16-18

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 1.09 1.31
    Amazon.com Inc* Consumer Cyclical 11.58 1.22
    Alphabet Inc C* Technology 7.20 0.86
    The Priceline Group Inc* Consumer Cyclical 10.46 0.80
    Illumina Inc* Healthcare 10.49 0.66
    ServiceNow Inc* Technology 7.21 0.65
    athenahealth Inc* Technology -3.63 0.64
    Visa Inc Class A* Financial Services 5.59 0.63
    Intuitive Surgical Inc* Healthcare 15.11 0.63
    Workday Inc Class A* Technology 8.21 0.61
    Starbucks Corp* Consumer Cyclical 5.45 0.58
    Salesforce.com Inc* Technology 6.51 0.56
    Simon Property Group Inc* RealEstate -3.90 0.53
    Veeva Systems Inc Class A* Technology 2.23 0.45
    S&P Global Inc* Financial Services 3.80 0.44
    NVIDIA Corp* Technology 13.75 0.36
    Activision Blizzard Inc* Technology 8.51 0.28
    Twitter Inc* Technology 2.71 0.28
    Vornado Realty Trust* RealEstate -8.92 0.27
    Microsoft Corp* Technology 3.29 0.24

    Best 5-Year Relative Performance | More
    01-16-18

    Lowest Expenses | More
    01-16-18

    Highest Expenses | More
    01-16-18

    Longest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Paul C. Psaila 14.10
    Morgan Stanley Inst Theodore R. Bigman 13.60
    Morgan Stanley Inst Dennis P. Lynch 13.40
    Morgan Stanley Inst Theodore R. Bigman 13.30
    Morgan Stanley Inst David S. Cohen 12.90

    Shortest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Jitania Kandhari 0.80
    Morgan Stanley EmMkt Tim Drinkall 1.10
    Consulting Group Inf Mihir P. Worah 1.50
    Consulting Group Lar Kristen E. Bartholds 1.50
    Morgan Stanley Instl Phillip Kim 1.60