Morgan Stanley Fund Family Report
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  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return23.262.43-0.711.439.58
    Category Average20.114.69-0.924.217.94
    Assets for Each Yr*30.0031.3926.9524.4427.51
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 9.58 4.78 7.56

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $27,511 mil $1,000 22.22 77.78
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 26.77 1.21 Average
    International Stock 3.1 36.73 1.50 Average
    Municipal Bond 3.0 2.27 0.68 Below Avg
    Taxable Bond 3.3 24.94 1.00 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 32.79 1.27
    Facebook Inc A* Technology 32.23 1.25
    Apple Inc* Technology 33.66 0.97
    Illumina Inc* Healthcare 37.39 0.95
    Intuitive Surgical Inc* Healthcare 43.55 0.76
    S&P Global Inc* Financial Services 31.14 0.74
    Workday Inc Class A* Technology 51.29 0.73
    Alphabet Inc C* Technology 25.87 0.70
    Simon Property Group Inc* RealEstate -9.52 0.69
    Tesla Motors Inc* Consumer Cyclical 52.15 0.65
    Mastercard Inc A* Financial Services 18.23 0.62
    Visa Inc Class A* Financial Services 21.76 0.57
    athenahealth Inc* Technology 27.50 0.55
    Salesforce.com Inc* Technology 32.68 0.55
    Twitter Inc* Technology 11.84 0.53
    Zoetis Inc* Healthcare 17.35 0.49
    The Priceline Group Inc* Consumer Cyclical 27.14 0.46
    Mead Johnson Nutrition Co* Consumer Defensive 26.77 0.46
    Netflix Inc* Consumer Cyclical 31.20 0.36
    Vornado Realty Trust* RealEstate -9.99 0.32

    Best 5-Year Relative Performance | More
    05-26-17

    Worst 5-Year Relative Performance | More
    05-26-17

    Lowest Expenses | More
    05-26-17

    Highest Expenses | More
    05-26-17

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Paul C. Psaila 13.40
    Morgan Stanley Inst Theodore R. Bigman 12.90
    Morgan Stanley Inst Dennis P. Lynch 12.80
    Morgan Stanley Inst Theodore R. Bigman 12.60
    Morgan Stanley Inst David S. Cohen 12.30

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Consulting Group Inf Mihir P. Worah 0.80
    Morgan Stanley Inst Kristian Heugh 1.00
    Morgan Stanley Instl Phillip Kim 1.00
    Morgan Stanley Instl Phillip Kim 1.00
    Morgan Stanley Instl Phillip Kim 1.00