Morgan Stanley Fund Family Report
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  • Performance
    06-30-17

    Total ReturnCategory Average
    Total Return23.262.43-0.711.4312.82
    Category Average20.114.69-0.924.2110.39
    Assets for Each Yr*30.0031.3926.9524.4429.46
    *billions

    Trailing Returns %
    06-30-17

      YTD 3 Year 5 Year    
    Fund Family 12.82 4.02 9.01

    Key Stats
    06-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $29,461 mil $1,000 21.94 78.06
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 25.89 1.21 Average
    International Stock 3.7 36.37 1.50 Average
    Municipal Bond 3.0 2.15 0.68 Below Avg
    Taxable Bond 3.4 27.20 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-27-17

      Sector YTD Return % % Net Assets  
    Facebook Inc A* Technology 48.14 1.26
    Amazon.com Inc* Consumer Cyclical 39.49 1.25
    Apple Inc* Technology 31.03 0.88
    Illumina Inc* Healthcare 36.15 0.80
    Alphabet Inc C* Technology 21.02 0.72
    Simon Property Group Inc* RealEstate -4.41 0.68
    Workday Inc Class A* Technology 55.36 0.68
    Intuitive Surgical Inc* Healthcare 46.94 0.67
    Mastercard Inc A* Financial Services 25.51 0.63
    Visa Inc Class A* Financial Services 28.04 0.60
    S&P Global Inc* Financial Services 43.45 0.58
    Salesforce.com Inc* Technology 32.21 0.54
    The Priceline Group Inc* Consumer Cyclical 38.13 0.50
    Tesla Motors Inc* Consumer Cyclical 56.52 0.45
    athenahealth Inc* Technology 34.04 0.42
    Zoetis Inc* Healthcare 16.43 0.41
    Twitter Inc* Technology 3.31 0.39
    Netflix Inc* Consumer Cyclical 47.56 0.32
    Vornado Realty Trust* RealEstate -22.96 0.31
    Equity Residential* RealEstate 6.44 0.30

    Best 5-Year Relative Performance | More
    07-27-17

    Worst 5-Year Relative Performance | More
    07-27-17

    Lowest Expenses | More
    07-27-17

    Highest Expenses | More
    07-27-17

    Longest Manager Tenure | More
    07-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Paul C. Psaila 13.60
    Morgan Stanley Inst Theodore R. Bigman 13.10
    Morgan Stanley Inst Dennis P. Lynch 13.00
    Morgan Stanley Inst Theodore R. Bigman 12.80
    Morgan Stanley Inst David S. Cohen 12.50

    Shortest Manager Tenure | More
    07-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Jitania Kandhari 0.30
    Consulting Group Inf Mihir P. Worah 1.00
    Morgan Stanley Inst Kristian Heugh 1.20
    Morgan Stanley Instl Phillip Kim 1.20
    Morgan Stanley Instl Phillip Kim 1.20