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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 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+6.83% 3 years+3.36%
3 months+7.22% 5 years+9.38%
1 year+17.03% Since inception+10.29%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+9.38%+10.73%
Expense ratio1.11%1.31%
Risk 5 year sharpe ratio0.530.78
Net assets$529.9M$917.8M
Average market cap$2.2B$3.3B
Average P/E42.628.5
Portfolio turnover51%51%

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Fund Management and Purchase Info

Fund familyMorgan Stanley
Fund manager & tenureDennis Lynch / 18 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


U.S. stock82.67%
Fixed income7.02%
International stock4.95%
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
-- 6.96%
ATHN athenahealth Inc4.93%
SHAK Shake Shack Inc4.37%
BWXT BWX Technologies Inc4.12%
FIVE Five Below Inc3.93%
GRUB GrubHub Inc3.58%
ELLI Ellie Mae Inc3.14%
HQY HealthEquity Inc3.01%
VEEV Veeva Systems Inc3.01%
WBT Welbilt Inc2.93%