Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class I (MSSGX)

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 with capitalizations within the range of companies included in the Russell 2000- Growth Index. 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 month+5.91% 3 years+5.31%
3 months+6.93% 5 years+8.12%
1 year+18.66% Since inception+10.54%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+8.12%+11.88%
Expense ratio1.20%1.27%
Risk 5 year sharpe ratio0.500.89
Net assets$273.5M$1.1B
Average market cap$2.2B$3.5B
Average P/E38.125.8
Portfolio turnover97%97%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyMorgan Stanley
Fund manager & tenureDennis Lynch / 19 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


U.S. stock85.53%
International stock4.59%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service 19.20%
Consumer service 18.03%
Industrial materials 16.94%
Financial service 10.91%
Healthcare 6.87%
Top 10 Holdings
Portfolio weighting
COUP Coupa Software Inc6.15%
HQY HealthEquity Inc6.12%
SHAK Shake Shack Inc5.07%
ATHN athenahealth Inc4.86%
OKTA Okta Inc4.79%
COTV Cotiviti Holdings Inc4.77%
ELLI Ellie Mae Inc4.64%
SSTK Shutterstock Inc4.54%
OSTK Inc3.57%
WAGE WageWorks Inc3.49%