Nasdaq - Delayed Quote USD

Morgan Stanley Inst Growth A (MSEGX)

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

Performance Overview

Morningstar Return Rating --
YTD Return -2.59%
5y Average Return 4.52%
Number of Years Up 20
Number of Years Down 7
Best 1Y Total Return (Apr 25, 2024) 115.09%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 115.09%
Worst 3Y Total Return -15.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MSEGX
Category
YTD
7.41%
12.38%
1-Month
2.07%
5.09%
3-Month
7.41%
10.28%
1-Year
36.99%
41.70%
3-Year
-13.38%
22.56%
5-Year
7.13%
21.98%
10-Year
11.73%
15.99%
Last Bull Market
39.71%
25.99%
Last Bear Market
-41.24%
-17.29%

Annual Total Return (%) History

Year
MSEGX
Category
2024
--
--
2023
49.87%
--
2022
-60.44%
--
2021
0.16%
--
2020
115.09%
35.86%
2019
22.81%
31.90%
2018
7.39%
-2.09%
2017
43.45%
27.67%

2016
-2.21%
3.23%
2015
11.53%
3.60%
2014
6.25%
10.00%
2013
48.22%
33.92%
2012
15.36%
15.34%
2011
-3.27%
-2.46%
2010
22.79%
15.53%
2009
62.66%
35.68%
2008
-50.57%
-40.67%
2007
21.93%
13.35%
2006
3.85%
7.05%
2005
15.41%
6.71%
2004
7.45%
7.81%
2003
26.13%
28.66%
2002
-27.75%
-27.64%
2001
-15.26%
-22.30%
2000
-11.59%
-13.05%
1999
39.37%
38.87%
1998
18.78%
34.55%
1997
27.88%
26.36%
1996
--
19.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.41% -- -- --
2023 17.51% 12.49% -6.29% 20.99%
2022 -26.77% -41.24% 3.29% -10.99%
2021 -1.84% 14.97% -4.37% -7.19%
2020 -3.88% 58.21% 21.48% 16.43%
2019 19.38% 7.17% -10.85% 7.67%
2018 9.66% 8.81% 7.65% -16.38%
2017 16.13% 9.81% 4.81% 7.33%
2016 -5.65% 1.59% 10.83% -7.94%
2015 6.14% 2.18% -5.92% 9.30%

2014 -0.80% 3.54% 1.85% 1.57%
2013 5.88% 5.98% 17.14% 12.76%
2012 21.32% -8.38% 3.28% 0.48%
2011 6.84% 2.24% -13.91% 2.86%
2010 4.79% -10.67% 17.13% 11.99%
2009 3.69% 21.00% 19.69% 8.32%
2008 -12.32% 2.49% -20.83% -30.52%
2007 2.76% 6.73% 10.10% 0.97%
2006 0.47% -3.52% 0.21% 6.91%
2005 -5.40% 5.71% 7.00% 7.86%
2004 0.71% 1.66% -4.65% 10.07%
2003 -0.32% 12.44% 2.32% 9.99%
2002 -3.04% -15.16% -17.01% 5.83%
2001 -18.31% 9.10% -15.55% 12.59%
2000 9.72% -3.22% -1.72% -15.28%
1999 7.22% 7.57% -1.00% 22.06%
1998 16.62% -0.96% -16.13% 22.62%
1997 1.40% 11.75% 10.73% 1.91%
1996 6.82% 0.19% 12.46% --

Rank in Category (By Total Return)

YTD 93
1-Month 50
3-Month 93
1-Year 54
3-Year 100
5-Year 99

Load Adjusted Returns

1-Year 29.80%
3-Year -14.93%
5-Year 5.98%
10-Year 11.13%

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.

Related Tickers