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-5.73% 3 years+17.04%
3 months-0.72% 5 years+13.08%
1 year-10.77% Since inception+11.29%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+13.08%+14.84%
Expense ratio1.08%1.41%
Risk 5 year sharpe ratio0.780.85
Net assets$2.1B$805.6M
Average market cap$2.1B$2.6B
Average P/E43.824.8
Portfolio turnover43%43%

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 / 15 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


U.S. stock71.59%
International stock18.94%
Fixed income7.19%
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 Twitter Inc4.01%
CEB Corporate Executive Board Co3.98%
FRGI Fiesta Restaurant Group Inc3.79%
ABCO The Advisory Board Co3.68%
ATHN AthenaHealth Inc3.56%
-- Aimia Inc2.85%
-- Just Eat PLC2.78%
WAGE WageWorks Inc2.77%
-- Eurazeo Ord2.70%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.