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

15.91
Net Asset Value
0.00%
1 Day
-3.63%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.13%
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.

Performance

1 month-10.67% 3 years+14.04%
3 months-7.92% 5 years+14.88%
1 year-1.18% Since inception+11.53%
Data through --

Peer Comparisonvs. Small growth

 MSSGXCategory
Performance 5-yr return+14.88%+17.65%
Expense ratio1.13%1.37%
Risk 5 year sharpe ratio0.950.99
Net assets$2.0B$840.8M
Average market cap$2.5B$3.0B
Average P/E45.929.8
Portfolio turnover53%53%

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Fund Management and Purchase Info

Fund familyMorgan Stanley
Fund manager & tenureDennis Lynch / 16 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--

Holdings

U.S. stock81.69%
International stock11.05%
Fixed income2.99%
Cash2.70%
Other1.56%
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
WETF WisdomTree Investments Inc3.82%
CRTO Criteo SA3.23%
FIVE Five Below Inc3.19%
TRAK Dealertrack Technologies Inc3.18%
RH Restoration Hardware Holdings Inc3.03%
GRUB GrubHub Inc2.99%
XPO XPO Logistics Inc2.98%
-- 2.94%
MDSO Medidata Solutions Inc2.72%
TWTR Twitter2.70%

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