Nasdaq - Delayed Quote USD

Morgan Stanley Inst Inception L (MSSLX)

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

Performance Overview

Morningstar Return Rating --
YTD Return -9.32%
5y Average Return 6.27%
Number of Years Up 6
Number of Years Down 6
Best 1Y Total Return (Apr 26, 2024) 148.49%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 148.49%
Worst 3Y Total Return -16.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MSSLX
Category
YTD
2.81%
12.40%
1-Month
3.73%
3.37%
3-Month
2.81%
4.88%
1-Year
30.15%
55.69%
3-Year
-21.08%
19.34%
5-Year
9.47%
20.72%
10-Year
7.48%
13.98%
Last Bull Market
87.94%
27.85%
Last Bear Market
-36.34%
-24.06%

Annual Total Return (%) History

Year
MSSLX
Category
2024
--
--
2023
52.94%
--
2022
-59.76%
--
2021
-4.17%
--
2020
148.49%
38.62%
2019
35.91%
27.68%
2018
-0.58%
-5.76%
2017
20.95%
21.50%

2016
-1.17%
11.20%
2015
-10.36%
-2.41%
2014
-10.43%
2.44%
2013
60.97%
40.91%
2012
16.21%
13.15%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.81% -- -- --
2023 20.81% 17.60% -7.01% 15.75%
2022 -26.45% -36.34% -1.36% -12.86%
2021 23.34% 10.84% -16.32% -16.24%
2020 -17.10% 72.60% 19.34% 45.52%
2019 30.28% 5.84% -10.01% 9.53%
2018 2.48% 12.92% 7.56% -20.12%
2017 5.91% 8.33% -1.36% 6.88%
2016 -7.05% 5.60% 6.52% -5.48%
2015 3.90% 3.03% -15.68% -0.69%

2014 -5.00% -6.11% -5.76% 6.56%
2013 14.24% 7.91% 15.76% 12.80%
2012 11.87% -1.36% 5.53% -0.21%

Rank in Category (By Total Return)

YTD 93
1-Month 16
3-Month 93
1-Year 6
3-Year 100
5-Year 39

Load Adjusted Returns

1-Year 30.15%
3-Year -21.08%
5-Year 9.47%
10-Year 7.48%

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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