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

14.57
Net Asset Value
+0.28%
1 Day
-2.21%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
5.25
Sales Expenses
1.35%
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.

Performance

1 month-2.74% 3 years+16.19%
3 months+5.30% 5 years+14.69%
1 year-12.16% Since inception+10.66%
Data through --

Peer Comparisonvs. Small growth

 MSSMXCategory
Performance 5-yr return+14.69%+15.53%
Expense ratio1.35%1.39%
Risk 5 year sharpe ratio0.820.90
Net assets$2.0B$793.8M
Average market cap$2.1B$2.9B
Average P/E44.226.6
Portfolio turnover43%43%

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Fund Management and Purchase Info

Fund familyMorgan Stanley
Fund manager & tenureDennis Lynch / 15 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

U.S. stock77.50%
International stock16.35%
Fixed income3.59%
Cash2.57%
Other0.00%
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
TWTR Twitter Inc4.81%
ATHN AthenaHealth Inc4.17%
FRGI Fiesta Restaurant Group Inc3.71%
-- Just Eat PLC3.39%
XPO XPO Logistics Inc3.12%
CRTO CRITEO ADR3.11%
MDSO Medidata Solutions Inc3.10%
WAGE WageWorks Inc2.91%
TRAK Dealertrack Technologies Inc2.80%
-- GrubHub Inc2.73%

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