Morgan Stanley Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-0.721.3921.35-2.258.48
    Category Average-0.924.2718.93-4.647.33
    Assets for Each Yr*26.9424.3733.6538.9744.59
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 8.48 12.27 5.06

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $44,587 mil $1,000 17.21 82.79
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 25.38 1.15 Average
    International Stock 3.2 29.41 1.45 Above Avg
    Municipal Bond 2.0 0.73 0.72 Average
    Taxable Bond 3.2 40.69 0.98 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Workday Inc Class A* Technology 19.95 0.85
    Salesforce.com Inc* Technology 19.68 0.84
    ServiceNow Inc* Technology 35.89 0.82
    Illumina Inc* Healthcare 3.59 0.72
    Intuitive Surgical Inc* Healthcare 17.50 0.67
    Alphabet Inc Class C* Technology 15.76 0.57
    IAC/InterActiveCorp* Technology 18.95 0.45
    Union Pacific Corp* Industrials 16.93 0.40
    Mastercard Inc A* Financial Services 22.63 0.36
    MongoDB Inc Class A* Technology 65.70 0.36
    EPAM Systems Inc* Technology 46.38 0.33
    HealthEquity Inc* Technology 41.68 0.31
    GrubHub Inc* Technology -8.08 0.30
    Adobe Inc* Technology 15.11 0.24
    Netflix Inc* Consumer Cyclical 34.04 0.18
    Square Inc A* Technology 36.94 0.18
    Experian PLC* Industrials 10.73 0.16
    Coca-Cola Co* Consumer Defensive -2.94 0.15
    Martin Marietta Materials Inc* Basic Materials 15.35 0.14
    Accenture PLC A* Technology 17.86 0.13

    Best 5-Year Relative Performance | More
    03-19-19

    Worst 5-Year Relative Performance | More
    03-19-19

    Lowest Expenses | More
    03-19-19

    Highest Expenses | More
    03-19-19

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Theodore R. Bigman 14.70
    Morgan Stanley Inst Dennis P. Lynch 14.60
    Morgan Stanley Inst Theodore R. Bigman 14.40
    Morgan Stanley Inst David S. Cohen 14.10
    Morgan Stanley Insig David S. Cohen 13.80

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Pathw Michael Kalinoski 0.10
    Morgan Stanley Globa Manas Gautam 0.20
    Morgan Stanley Globa Kristian Heugh 0.70
    Morgan Stanley Pathw Sukru Saman 0.70
    Morgan Stanley Glb C Theodore R. Bigman 0.80