Morgan Stanley Fund Family Report
 | 

  • Select a Fund Family

    • Performance
    04-30-13

    Total ReturnCategory Average
    Total Return38.6618.99-5.9115.569.61
    Category Average34.6917.27-6.6016.768.69
    Assets for Each Yr*20.4823.0220.2921.9823.52
    *billions

    Trailing Returns %
    04-30-13

      YTD 3 Year 5 Year    
    Fund Family 9.61 10.53 5.06

    Key Stats
    04-30-13

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $23,522 mil $1,000 32.42 67.58
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 39.41 1.23 Average
    International Stock 4.0 35.36 1.43 Average
    Municipal Bond -- -- -- --
    Taxable Bond 1.2 7.62 1.06 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-20-13

      Sector YTD Return % % Net Assets  
    Motorola Solutions, Inc.* Technology 5.08 1.23
    Simon Property Group Inc* RealEstate 14.66 0.96
    Amazon.com Inc* Consumer Cyclical 6.68 0.92
    Illumina, Inc.* Healthcare 31.46 0.91
    Salesforce.com, Inc.* Technology 11.86 0.84
    Solera Holdings, Inc.* Technology 6.53 0.82
    Google, Inc. Class A* Technology 28.44 0.81
    Progressive Corporation* Financial Services 25.52 0.78
    LinkedIn Corp* Technology 58.78 0.76
    Verisk Analytics, Inc.* Industrials 18.36 0.71
    Range Resources Corporation* Energy 23.22 0.69
    MSCI, Inc.* Industrials 11.42 0.69
    Intuitive Surgical, Inc.* Healthcare -2.23 0.68
    Facebook Inc Class A* Technology -3.23 0.64
    Equity Residential* RealEstate 6.90 0.63
    AthenaHealth, Inc.* Technology 16.65 0.60
    Gartner, Inc. Class A* Technology 25.40 0.59
    Dollar Tree Stores, Inc.* Consumer Defensive 21.97 0.56
    Stericycle, Inc.* Industrials 19.44 0.55
    Rockwood Holdings Inc* Basic Materials 37.38 0.55

    Best 5-Year Relative Performance | More
    05-20-13

    Fund Name 5-Yr Rank Analyst Report  
    Morgan Stanley Inst Glbl Fra 1 04-24-13
    Morgan Stanley Inst Internat 10 04-23-13
    Morgan Stanley Global Infras 11 02-28-11
    Morgan Stanley Instl Global 18 --
    Morgan Stanley Inst Glbl Rea 19 --

    Worst 5-Year Relative Performance | More
    05-20-13

    Fund Name 5-Yr Rank Analyst Report  
    Morgan Stanley Inst Intl Sma 100 --
    Morgan Stanley Inst Limited 99 --
    Morgan Stanley US Govt Secs 91 03-25-11
    Morgan Stanley Inst Core Fix 87 --
    Morgan Stanley Inst Core Plu 87 05-17-10

    Lowest Expenses | More
    05-20-13

    Fund Name Expense Ratio Analyst Report  
    Morgan Stanley Inst Core Fix 0.49 --
    Morgan Stanley Inst Core Plu 0.62 05-17-10
    Morgan Stanley Inst Limited 0.63 --
    Morgan Stanley Inst Mid Cap 0.71 11-14-12
    Morgan Stanley Institutional 0.72 11-14-12

    Highest Expenses | More
    05-20-13

    Fund Name Expense Ratio Analyst Report  
    Morgan Stanley Multi Cap Gro 2.05 05-17-09
    Morgan Stanley Global Infras 1.86 02-28-11
    Morgan Stanley Inst Frontier 1.85 --
    Morgan Stanley Mortgage Secu 1.76 --
    Morgan Stanley Focus Growth 1.71 07-18-12

    Longest Manager Tenure | More
    05-20-13

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Theodore R. Bigman 18.20
    Morgan Stanley Inst Ann D. Thivierge 18.00
    Morgan Stanley Inst Theodore R. Bigman 11.60
    Morgan Stanley Inst Eric J. Baurmeister 10.60
    Morgan Stanley Inst Paul C. Psaila 8.50

    Shortest Manager Tenure | More
    05-20-13

    Fund Name   Manager Name Avg Manager Tenure  
    Morgan Stanley Inst Burak Alici 0.60
    Morgan Stanley Inst Munib Madni 0.90
    Morgan Stanley Inst Neil Stone 0.90
    Morgan Stanley Inst Neil Stone 0.90
    Morgan Stanley Inst Mark A. Bavoso 0.90