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

16.95
Net Asset Value
+0.36%
1 Day
+2.67%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.08%
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+2.98% 3 years+16.90%
3 months+6.35% 5 years+15.04%
1 year-9.98% Since inception+11.50%
Data through --

Peer Comparisonvs. Small growth

 MSSGXCategory
Performance 5-yr return+15.04%+15.53%
Expense ratio1.08%1.40%
Risk 5 year sharpe ratio0.900.95
Net assets$2.0B$805.4M
Average market cap$2.1B$2.7B
Average P/E44.226.0
Portfolio turnover53%53%

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Fund Management and Purchase Info

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

Holdings

U.S. stock77.50%
International stock16.35%
Fixed income3.59%
Cash2.57%
Other0.00%
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
TWTR Twitter4.81%
ATHN athenahealth Inc4.17%
FRGI Fiesta Restaurant Group Inc3.71%
-- 3.39%
XPO XPO Logistics Inc3.12%
CRTO Criteo SA3.11%
MDSO Medidata Solutions Inc3.10%
WAGE WageWorks Inc2.91%
TRAK Dealertrack Technologies Inc2.80%
-- 2.73%

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