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Morgan Stanley Pathway Large Cap Eq (TLGUX)

23.28 -0.01 (-0.04%)
At close: 8:01 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Morgan Stanley - Brokerage Accounts
  • Raymond James
  • Morgan Stanley Consulting Group Advisor
  • Morgan Stanley Select UMA
  • MSWM Brokerage
  • Morgan Stanley Portfolio Management
  • DailyAccess Corporation Matrix

Fund Summary

The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of large capitalization (or "cap") companies or in other investments with similar economic characteristics. The advisor defines large cap companies as companies whose market capitalizations typically fall within the range of the Russell 1000® Index. The fund may invest up to 10% of its assets in the securities of foreign issuers that are not traded on a U.S. exchange or the U.S. over-the-counter market. It may also lend portfolio securities to earn additional income.

Fund Overview

Category Large Blend
Fund Family Morgan Stanley
Net Assets 2.23B
YTD Return 9.90%
Yield 0.85%
Morningstar Rating
Inception Date Nov 18, 1991

Performance & Risk

YTD Return 6.20%
5y Average Return 11.17%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

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