Nasdaq - Delayed Quote USD

Morgan Stanley Inst Inception L (MSSLX)

6.13 +0.15 (+2.51%)
At close: 8:00 PM EDT

Top 10 Holdings (58.93% of Total Assets)

SymbolCompany% Assets
NET
Cloudflare, Inc. 9.29%
AFRM
Affirm Holdings, Inc. 8.49%
IOT
Samsara Inc. 6.80%
GLBE
Global-E Online Ltd. 6.32%
GTLB
GitLab Inc. 5.60%
CVNA
Carvana Co. 5.33%
PTON
Peloton Interactive, Inc. 5.25%
PCOR
Procore Technologies, Inc. 4.79%
BILL
BILL Holdings, Inc. 3.57%
AGL
agilon health, inc. 3.48%

Sector Weightings

SectorMSSLX
Technology   53.52%
Healthcare   16.95%
Real Estate   1.20%
Industrials   0.60%
Utilities   0.00%
Energy   0.00%

Overall Portfolio Composition (%)

Cash 4.97%
Stocks 93.14%
Bonds 0.00%
Others 0.00%
Preferred 1.89%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average MSSLX Category Average
Price/Earnings 0 34.63
Price/Book 0.17 5.39
Price/Sales 0.39 3.86
Price/Cashflow 0.05 22.99
Median Market Cap 6,685.77 5,964.6
3 Year Earnings Growth 0 15.48

Bond Holdings

Performance & Risk

YTD Return -9.32%
5y Average Return 6.27%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.40
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Morgan Stanley
Net Assets 423.03M
YTD Return 2.81%
Yield 0.00%
Morningstar Rating
Inception Date Nov 01, 1989

Fund Summary

The fund will, under normal circumstances, seek to achieve its investment objective by investing primarily in established and emerging companies with capitalizations within the range of companies included in the Russell 2000® Growth Index. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis. The Adviser may invest up to 25% of the fund's total assets in foreign securities.

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