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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 its assets in equity securities of small capitalization companies. The fund may invest up to 25% of its total assets in foreign securities.


1 month0.00% 3 years+5.49%
3 months+8.84% 5 years--
1 year+21.28% Since inception+3.51%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return--+13.96%
Expense ratio1.03%1.28%
Risk 5 year sharpe ratio0.661.01
Net assets$332.7M$1.0B
Average market cap$2.3B$3.8B
Average P/E47.928.5
Portfolio turnover51%51%

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Fund Management and Purchase Info

Fund familyMorgan Stanley
Fund manager & tenureDennis Lynch / 18 Years
Minimal initial investment$10,000,000.00
Minimum IRA investment--


U.S. stock85.88%
International stock5.86%
Fixed income3.30%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
SHAK Shake Shack Inc6.77%
HQY HealthEquity Inc5.63%
ATHN athenahealth Inc5.52%
WBT Welbilt Inc5.41%
COTV Cotiviti Holdings Inc4.82%
ELLI Ellie Mae Inc4.67%
SSTK Shutterstock Inc3.53%
COUP Coupa Software Inc3.51%
GRUB GrubHub Inc3.50%
WAGE WageWorks Inc3.48%