Morgan Stanley Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return2.43-0.711.4321.370.35
    Category Average4.71-0.924.2718.95-1.79
    Assets for Each Yr*31.3926.9524.4433.8939.53
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family 0.35 6.94 5.54

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $39,533 mil $1,000 17.63 82.37
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 24.30 1.20 Average
    International Stock 3.2 31.41 1.79 Above Avg
    Municipal Bond 2.0 1.00 0.72 Average
    Taxable Bond 3.4 38.54 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-14-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 36.73 1.87
    Twitter Inc* Technology 37.07 0.96
    Alphabet Inc C* Technology -0.26 0.89
    Veeva Systems Inc Class A* Technology 62.17 0.74
    Booking Holdings Inc* Consumer Cyclical 8.67 0.72
    Starbucks Corp* Consumer Cyclical 19.03 0.71
    Activision Blizzard Inc* Technology -17.97 0.69
    athenahealth Inc* Technology -1.10 0.57
    Workday Inc Class A* Technology 30.13 0.47
    Mastercard Inc A* Financial Services 31.20 0.39
    Visa Inc Class A* Financial Services 22.89 0.38
    DexCom Inc* Healthcare 141.91 0.38
    Adobe Systems Inc* Technology 34.23 0.25
    Microsoft Corp* Technology 24.19 0.24
    Experian PLC* Industrials 8.55 0.18
    Accenture PLC A* Technology 6.53 0.17
    Autodesk Inc* Technology 23.47 0.17
    Coupa Software Inc* Technology 98.65 0.15
    SL Green Realty Corp* RealEstate -3.81 0.12
    NVIDIA Corp* Technology 2.14 0.11

    Best 5-Year Relative Performance | More
    11-14-18

    Worst 5-Year Relative Performance | More
    11-14-18

    Lowest Expenses | More
    11-14-18

    Highest Expenses | More
    11-14-18

    Longest Manager Tenure | More
    11-14-18

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Theodore R. Bigman 14.40
    Morgan Stanley Inst Dennis P. Lynch 14.30
    Morgan Stanley Inst Theodore R. Bigman 14.10
    Morgan Stanley Inst David S. Cohen 13.80
    Morgan Stanley Multi David S. Cohen 13.50

    Shortest Manager Tenure | More
    11-14-18

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Glb C Theodore R. Bigman 0.40
    Morgan Stanley Globa Kristian Heugh 0.40
    Morgan Stanley Real Mark A. Bavoso 0.40
    Morgan Stanley Inst Sandeep (Sam) G. Cha 0.50
    Morgan Stanley Inst Sandeep (Sam) G. Cha 0.50