Morgan Stanley Fund Family Report
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  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return2.43-0.711.4321.362.06
    Category Average4.69-0.934.2118.970.61
    Assets for Each Yr*31.3926.9524.4433.8935.96
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family 2.06 5.79 7.56

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $35,963 mil $1,000 21.81 78.19
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 24.10 1.20 Average
    International Stock 3.0 37.88 1.79 Above Avg
    Municipal Bond 2.0 1.77 0.75 Average
    Taxable Bond 3.7 29.67 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-24-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 37.08 1.51
    Alphabet Inc C* Technology 3.14 0.83
    Starbucks Corp* Consumer Cyclical 1.48 0.73
    Veeva Systems Inc Class A* Technology 39.60 0.72
    Twitter Inc* Technology 39.61 0.65
    Illumina Inc* Healthcare 23.96 0.64
    Salesforce.com Inc* Technology 25.93 0.60
    Union Pacific Corp* Industrials 9.16 0.60
    Activision Blizzard Inc* Technology 12.35 0.58
    Booking Holdings Inc* Consumer Cyclical 20.17 0.54
    athenahealth Inc* Technology 15.34 0.53
    Facebook Inc A* Technology 5.37 0.53
    ServiceNow Inc* Technology 34.61 0.46
    Workday Inc Class A* Technology 28.27 0.45
    Mastercard Inc A* Financial Services 27.12 0.43
    Berkshire Hathaway Inc B* Financial Services -1.71 0.41
    United Technologies Corp* Industrials 0.96 0.40
    Visa Inc Class A* Financial Services 16.04 0.33
    Simon Property Group Inc* RealEstate -5.28 0.32
    EPAM Systems Inc* Technology 15.26 0.29

    Best 5-Year Relative Performance | More
    05-24-18

    Worst 5-Year Relative Performance | More
    05-24-18

    Lowest Expenses | More
    05-24-18

    Highest Expenses | More
    05-24-18

    Longest Manager Tenure | More
    05-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Theodore R. Bigman 13.90
    Morgan Stanley Inst Dennis P. Lynch 13.80
    Morgan Stanley Inst Theodore R. Bigman 13.60
    Morgan Stanley Inst Paul C. Psaila 13.40
    Morgan Stanley Inst David S. Cohen 13.30

    Shortest Manager Tenure | More
    05-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Sandeep (Sam) G. Cha 0.10
    Morgan Stanley Inst Sandeep (Sam) G. Cha 0.10
    Morgan Stanley Inst Sandeep (Sam) G. Cha 0.10
    Morgan Stanley Inst Jitania Kandhari 1.10
    Morgan Stanley EmMkt Tim Drinkall 1.40