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

9.45
Net Asset Value
+1.83%
1 Day
+5.12%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
5.25
Sales Expenses
1.45%
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.

Performance

1 month-0.94% 3 years+3.83%
3 months+6.83% 5 years+8.86%
1 year+22.97% Since inception+9.70%
Data through --

Peer Comparisonvs. Small growth

 MSSMXCategory
Performance 5-yr return+8.86%+13.96%
Expense ratio1.45%1.28%
Risk 5 year sharpe ratio0.600.98
Net assets$294.7M$1.1B
Average market cap$2.2B$4.0B
Average P/E47.632.3
Portfolio turnover51%51%

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Fund Management and Purchase Info

Fund familyMorgan Stanley
Fund manager & tenureDennis Lynch / 19 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

U.S. stock89.05%
Other5.35%
International stock4.06%
Fixed income1.55%
Cash0.00%
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
OSTK Overstock.com Inc6.09%
HQY HealthEquity Inc5.78%
WBT Welbilt Inc5.08%
WAGE WageWorks Inc4.96%
COTV Cotiviti Holdings Inc4.78%
SSTK Shutterstock Inc4.78%
COUP Coupa Software Inc4.73%
VEEV Veeva Systems Inc4.71%
ATHN athenahealth Inc4.70%
ELLI Ellie Mae Inc4.60%