Morgan Stanley Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return23.262.43-0.711.4318.51
    Category Average20.114.69-0.924.2116.35
    Assets for Each Yr*30.0031.3926.9524.4432.31
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 18.51 5.69 9.48

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $32,312 mil $1,000 21.44 78.56
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 25.52 1.22 Average
    International Stock 3.0 37.07 1.51 Above Avg
    Municipal Bond 2.0 2.03 0.75 Average
    Taxable Bond 3.5 27.97 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-16-17

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 56.10 1.31
    Amazon.com Inc* Consumer Cyclical 51.66 1.22
    Alphabet Inc C* Technology 33.77 0.87
    The Priceline Group Inc* Consumer Cyclical 18.12 0.80
    Illumina Inc* Healthcare 62.85 0.67
    Mastercard Inc A* Financial Services 46.45 0.67
    ServiceNow Inc* Technology 69.11 0.65
    athenahealth Inc* Technology 22.09 0.64
    Intuitive Surgical Inc* Healthcare 86.29 0.63
    Workday Inc Class A* Technology 65.44 0.61
    Visa Inc Class A* Financial Services 43.18 0.60
    Starbucks Corp* Consumer Cyclical 4.99 0.58
    Salesforce.com Inc* Technology 56.34 0.56
    Simon Property Group Inc* RealEstate -5.99 0.53
    Veeva Systems Inc Class A* Technology 50.22 0.45
    S&P Global Inc* Financial Services 50.02 0.44
    NVIDIA Corp* Technology 98.64 0.37
    Activision Blizzard Inc* Technology 78.43 0.28
    Twitter Inc* Technology 24.91 0.28
    Vornado Realty Trust* RealEstate -23.89 0.27

    Best 5-Year Relative Performance | More
    11-16-17

    Lowest Expenses | More
    11-16-17

    Highest Expenses | More
    11-16-17

    Longest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Paul C. Psaila 13.90
    Morgan Stanley Inst Theodore R. Bigman 13.40
    Morgan Stanley Inst Dennis P. Lynch 13.30
    Morgan Stanley Inst Theodore R. Bigman 13.10
    Morgan Stanley Inst David S. Cohen 12.80

    Shortest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Jitania Kandhari 0.60
    Morgan Stanley EmMkt Tim Drinkall 0.90
    Consulting Group Inf Mihir P. Worah 1.30
    Morgan Stanley Inst Kristian Heugh 1.50
    Morgan Stanley Instl Phillip Kim 1.50