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Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class A (MSSMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
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-0.56% 3 years+13.93%
3 months+1.29% 5 years+9.75%
1 year-2.63% Since inception+9.80%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+9.75%+12.11%
Expense ratio1.38%1.37%
Risk 5 year sharpe ratio0.640.78
Net assets$1.7B$770.2M
Average market cap$2.1B$2.8B
Average P/E43.526.9
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--


U.S. stock82.14%
International stock9.17%
Fixed income3.75%
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 Inc3.50%
-- 3.43%
RH Restoration Hardware Holdings Inc3.35%
WETF WisdomTree Investments Inc3.24%
FLTX Fleetmatics Group PLC3.20%
HQY HealthEquity Inc3.18%
FIVE Five Below Inc3.12%
MDSO Medidata Solutions Inc3.10%
GRUB GrubHub Inc3.06%
BWXT BWX Technologies Inc2.99%