Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class L (MSSLX)

15.50
Net Asset Value
+0.32%
1 Day
+6.09%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.92%
Expense Ratio
High
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+1.04% 3 years+17.92%
3 months+10.32% 5 years--
1 year+6.66% Since inception+16.55%
Data through --

Peer Comparisonvs. Small growth

 MSSLXCategory
Performance 5-yr return--+15.12%
Expense ratio1.92%1.39%
Risk 5 year sharpe ratio0.810.89
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$1,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock82.74%
International stock12.01%
Fixed income3.49%
Cash1.76%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
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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