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

17.50
Net Asset Value
-1.07%
1 Day
+6.00%
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+2.16% 3 years+18.58%
3 months+9.65% 5 years+14.58%
1 year+7.22% Since inception+11.52%
Data through --

Peer Comparisonvs. Small growth

 MSSGXCategory
Performance 5-yr return+14.58%+15.12%
Expense ratio1.08%1.39%
Risk 5 year sharpe ratio0.850.89
Net assets$2.0B$821.3M
Average market cap$2.3B$2.9B
Average P/E48.327.7
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. stock82.74%
International stock12.01%
Fixed income3.49%
Cash1.76%
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
ATHN athenahealth Inc4.38%
CRTO Criteo SA3.55%
WETF WisdomTree Investments Inc3.51%
RH Restoration Hardware Holdings Inc3.39%
XPO XPO Logistics Inc3.21%
MDSO Medidata Solutions Inc3.17%
TWTR Twitter3.17%
FRGI Fiesta Restaurant Group Inc3.08%
WAGE WageWorks Inc3.06%
GRUB GrubHub Inc2.74%

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