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Morgan Stanley Inst Small Co Gr I (MSSGX)

17.70 Up 0.21(1.20%) Aug 29
Prev Close:17.49
YTD Return*:-16.05%
Net Assets*:2.11B
Yield*:N/A

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
ABCO4.27-25.19
ATHN4.26-9.60
Twitter Inc Series E Prefer Preferred Stock4.12-19.87
CEB4.04-13.34
FRGI3.4812.72

Fund Basics

Morningstar Overall Rating:
Total Assets:2.11B
Category:Small Growth
Annual Report Expense Ratio (net):1.04%

Performance & Risk

YTD Return:-16.05%
5y Avg Return:16.26%
Rank in Category (ytd):99
% Rank in Category (ytd):13.43%
Beta (3y):1.23
Morningstar Risk Rating:4

Fund Summary

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 assets in equity securities of small capitalization companies. The fund may invest up to 25% of the Portfolio's net assets in foreign securities. It may utilize foreign currency forward exchange contracts, which are derivatives, in connection with its investments in foreign securities. View More
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