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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 its assets in equity securities of small capitalization companies. The fund may invest up to 25% of its total assets in foreign securities.


1 month+0.29% 3 years+4.17%
3 months-3.24% 5 years+8.99%
1 year+12.84% Since inception+10.38%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+8.99%+13.02%
Expense ratio1.17%1.29%
Risk 5 year sharpe ratio0.560.95
Net assets$420.6M$974.5M
Average market cap$2.6B$3.7B
Average P/E44.529.8
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. stock86.33%
International stock5.42%
Fixed income1.85%
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 Inc6.61%
ABCO Advisory Board Co6.10%
GRUB GrubHub Inc5.69%
SHAK Shake Shack Inc5.67%
GWRE Guidewire Software Inc5.12%
FIVE Five Below Inc4.99%
WBT Welbilt Inc4.80%
ELLI Ellie Mae Inc4.63%
COTV Cotiviti Holdings Inc4.45%
HQY HealthEquity Inc3.68%