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Morgan Stanley Inst Growth A (MSEGX)

34.17 +0.65 (+1.94%)
At close: April 26 at 8:01 PM EDT

Top 10 Holdings (62.03% of Total Assets)

SymbolCompany% Assets
NET
Cloudflare, Inc. 8.59%
SNOW
Snowflake Inc. 7.04%
UBER
Uber Technologies, Inc. 7.03%
SHOP
Shopify Inc. 6.98%
DASH
DoorDash, Inc. 6.60%
RBLX
Roblox Corporation 6.21%
TTD
The Trade Desk, Inc. 5.49%
AFRM
Affirm Holdings, Inc. 4.82%
TSLA
Tesla, Inc. 4.78%
ABNB
Airbnb, Inc. 4.48%

Sector Weightings

SectorMSEGX
Technology   56.38%
Healthcare   9.67%
Real Estate   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%

Overall Portfolio Composition (%)

Cash 3.93%
Stocks 93.45%
Bonds 0.00%
Others 2.63%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

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

Equity Holdings

Average MSEGX Category Average
Price/Earnings 0 34.82
Price/Book 0.13 8.34
Price/Sales 0.18 4.62
Price/Cashflow 0.04 23.95
Median Market Cap 35,303.19 310,214.47
3 Year Earnings Growth 0 23.61

Bond Holdings

Average MSEGX Category Average
Maturity -- 3.63
Duration -- 2.73
Credit Quality -- --

Performance & Risk

YTD Return -2.59%
5y Average Return 4.52%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.46
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Morgan Stanley
Net Assets 5.62B
YTD Return 7.41%
Yield 0.00%
Morningstar Rating
Inception Date Apr 02, 1991

Fund Summary

The fund invests primarily in established and emerging companies, with capitalizations within the range of companies included in the Russell 1000® Growth Index. It may invest up to 25% of its total assets in foreign securities.

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