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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+1.88% 3 years-4.98%
3 months+3.06% 5 years+9.17%
1 year+16.07% Since inception+9.01%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+9.17%+12.33%
Expense ratio1.38%1.32%
Risk 5 year sharpe ratio0.570.87
Net assets$757.1M$864.0M
Average market cap$2.4B$3.1B
Average P/E37.028.3
Portfolio turnover42%42%

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Fund Management and Purchase Info

Fund familyMorgan Stanley
Fund manager & tenureDennis Lynch / 17 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock87.90%
International stock5.73%
Fixed income1.69%
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
GRUB GrubHub Inc6.21%
ATHN athenahealth Inc4.30%
SHAK Shake Shack Inc4.19%
FIVE Five Below Inc4.10%
BWXT BWX Technologies Inc4.08%
ABCO Advisory Board Co3.64%
MDSO Medidata Solutions Inc3.19%
TEX Terex Corp3.15%
SSTK Shutterstock Inc2.82%
MFS Manitowoc Foodservice Inc2.58%