Morgan Stanley Fund Family Report
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  • Performance
    08-31-17

    Total ReturnCategory Average
    Total Return23.262.43-0.711.4315.91
    Category Average20.114.69-0.924.2113.47
    Assets for Each Yr*30.0031.3926.9524.4431.05
    *billions

    Trailing Returns %
    08-31-17

      YTD 3 Year 5 Year    
    Fund Family 15.91 4.58 9.32

    Key Stats
    08-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $31,051 mil $1,000 21.87 78.13
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.8 25.82 1.23 Average
    International Stock 3.4 36.49 1.51 Above Avg
    Municipal Bond 2.0 2.04 0.68 Average
    Taxable Bond 3.3 27.77 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-18-17

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 47.77 1.32
    Amazon.com Inc* Consumer Cyclical 29.91 1.24
    Alphabet Inc C* Technology 18.55 0.88
    The Priceline Group Inc* Consumer Cyclical 26.47 0.81
    Illumina Inc* Healthcare 63.54 0.68
    Mastercard Inc A* Financial Services 37.59 0.68
    ServiceNow Inc* Technology 56.73 0.66
    athenahealth Inc* Technology 20.75 0.65
    Intuitive Surgical Inc* Healthcare 64.99 0.64
    Workday Inc Class A* Technology 61.23 0.61
    Visa Inc Class A* Financial Services 35.00 0.61
    Starbucks Corp* Consumer Cyclical -0.14 0.59
    Salesforce.com Inc* Technology 39.85 0.57
    Simon Property Group Inc* RealEstate -6.11 0.54
    Veeva Systems Inc Class A* Technology 38.01 0.45
    S&P Global Inc* Financial Services 44.75 0.45
    NVIDIA Corp* Technology 76.10 0.36
    Twitter Inc* Technology 7.98 0.29
    Activision Blizzard Inc* Technology 78.62 0.28
    Vornado Realty Trust* RealEstate -26.63 0.27

    Best 5-Year Relative Performance | More
    09-18-17

    Lowest Expenses | More
    09-18-17

    Highest Expenses | More
    09-18-17

    Longest Manager Tenure | More
    09-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Paul C. Psaila 13.70
    Morgan Stanley Inst Theodore R. Bigman 13.20
    Morgan Stanley Inst Dennis P. Lynch 13.10
    Morgan Stanley Inst Theodore R. Bigman 12.90
    Morgan Stanley Inst David S. Cohen 12.60

    Shortest Manager Tenure | More
    09-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Jitania Kandhari 0.50
    Morgan Stanley EmMkt Tim Drinkall 0.80
    Consulting Group Inf Mihir P. Worah 1.10
    Morgan Stanley Inst Kristian Heugh 1.30
    Morgan Stanley Instl Phillip Kim 1.30