Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class IS (MFLLX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation by investing primarily in growth-oriented equity securities of small capitalization companies. The fund invests primarily in established and emerging companies from a universe comprised of small capitalization companies, most with market capitalizations of generally less than $4 billion. It normally invests at least 80% of the Portfolio's assets in equity securities of small capitalization companies. The fund may invest up to 25% of the Portfolio's net assets in foreign securities.


1 month+1.68% 3 years--
3 months+2.92% 5 years--
1 year+7.24% Since inception+5.16%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return--+15.12%
Expense ratio0.98%1.37%
Risk 5 year sharpe ratio0.820.94
Net assets$2.0B$817.7M
Average market cap$2.5B$2.9B
Average P/E44.528.0
Portfolio turnover53%53%

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Fund Management and Purchase Info

Fund familyMorgan Stanley
Fund manager & tenureDennis Lynch / 16 Years
Minimal initial investment$10,000,000.00
Minimum IRA investment--


U.S. stock79.74%
International stock11.80%
Fixed income3.65%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
GRUB GrubHub Inc4.51%
WETF WisdomTree Investments Inc4.26%
TWTR Twitter3.92%
ATHN athenahealth Inc3.17%
XPO XPO Logistics Inc3.16%
RH Restoration Hardware Holdings Inc3.09%
CRTO Criteo SA3.06%
MDSO Medidata Solutions Inc2.88%
FRGI Fiesta Restaurant Group Inc2.73%
-- 2.69%

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