Morgan Stanley Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-0.731.3921.60-2.2312.93
    Category Average-1.174.5918.69-4.8711.18
    Assets for Each Yr*26.3923.8933.2138.6152.25
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 12.93 9.30 5.77

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $52,251 mil $1,000 16.60 83.40
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 25.41 1.12 Average
    International Stock 3.5 27.01 1.45 Above Avg
    Municipal Bond 2.0 0.87 0.72 Average
    Taxable Bond 3.7 41.74 0.96 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Theodore R. Bigman 15.20
    Morgan Stanley Inst Dennis P. Lynch 15.10
    Morgan Stanley Inst Theodore R. Bigman 14.90
    Morgan Stanley Inst David S. Cohen 14.60
    Morgan Stanley Insig David S. Cohen 14.30

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Pathw Michael Kalinoski 0.60
    Morgan Stanley Globa Manas Gautam 0.70
    Morgan Stanley Ultr- Paul Daggy 0.70
    Morgan Stanley Pathw Sukru Saman 1.00
    Morgan Stanley Glb C Theodore R. Bigman 1.20