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Morgan Stanley Inst Growth I (MSEQX)

38.19 +0.74 (+1.98%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.60%
5y Average Return 4.98%
Number of Years Up 25
Number of Years Down 7
Best 1Y Total Return (Apr 26, 2024) 115.57%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 115.57%
Worst 3Y Total Return -15.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MSEQX
Category
YTD
7.47%
12.38%
1-Month
2.08%
5.09%
3-Month
7.47%
10.28%
1-Year
37.36%
41.70%
3-Year
-13.14%
22.56%
5-Year
7.42%
21.98%
10-Year
12.03%
15.99%
Last Bull Market
40.01%
25.99%
Last Bear Market
-41.20%
-17.29%

Annual Total Return (%) History

Year
MSEQX
Category
2024
--
--
2023
50.35%
--
2022
-60.34%
--
2021
0.43%
--
2020
115.57%
35.86%
2019
23.16%
31.90%
2018
7.66%
-2.09%
2017
43.83%
27.67%

2016
-1.91%
3.23%
2015
11.91%
3.60%
2014
6.42%
10.00%
2013
48.60%
33.92%
2012
15.66%
15.34%
2011
-3.01%
-2.46%
2010
23.11%
15.53%
2009
62.97%
35.68%
2008
-50.47%
-40.67%
2007
22.29%
13.35%
2006
4.07%
7.05%
2005
15.72%
6.71%
2004
7.75%
7.81%
2003
26.41%
28.66%
2002
-27.60%
-27.64%
2001
-14.98%
-22.30%
2000
-11.68%
-13.05%
1999
39.59%
38.87%
1998
19.04%
34.55%
1997
31.22%
26.36%
1996
31.14%
19.76%
1995
44.90%
32.65%
1994
3.35%
-2.45%
1993
4.33%
8.69%
1992
7.13%
5.92%
1991
--
40.07%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.47% -- -- --
2023 17.64% 12.57% -6.21% 21.05%
2022 -26.72% -41.20% 3.34% -10.93%
2021 -1.78% 15.05% -4.31% -7.13%
2020 -3.84% 58.32% 21.55% 16.50%
2019 19.47% 7.24% -10.79% 7.75%
2018 9.72% 8.88% 7.72% -16.34%
2017 16.20% 9.88% 4.88% 7.40%
2016 -5.59% 1.68% 10.90% -7.86%
2015 6.20% 2.25% -5.80% 9.40%

2014 -0.76% 3.60% 1.87% 1.61%
2013 5.95% 6.04% 17.23% 12.83%
2012 21.40% -8.32% 3.34% 0.56%
2011 6.93% 2.31% -13.88% 2.94%
2010 4.88% -10.61% 17.17% 12.07%
2009 3.71% 21.08% 19.78% 8.35%
2008 -12.35% 2.54% -20.77% -30.45%
2007 2.81% 6.81% 10.15% 1.11%
2006 0.51% -3.47% 0.32% 6.93%
2005 -5.39% 5.89% 7.02% 7.94%
2004 0.76% 1.77% -4.58% 10.13%
2003 -0.24% 12.52% 2.36% 10.02%
2002 -3.01% -15.09% -16.99% 5.91%
2001 -18.24% 9.19% -15.50% 12.71%
2000 9.78% -3.16% -1.99% -15.24%
1999 7.30% 7.63% -0.90% 21.98%
1998 16.71% -0.96% -16.09% 22.73%
1997 1.54% 11.87% 11.20% 3.89%
1996 9.12% 6.89% 3.86% 8.26%
1995 9.84% 11.93% 11.67% 5.54%
1994 -1.37% -1.47% 6.25% 0.09%
1993 -0.34% -2.29% 4.49% 2.53%
1992 -2.86% -0.74% 5.38% 5.43%
1991 2.87% 8.45% -- --

Rank in Category (By Total Return)

YTD 93
1-Month 50
3-Month 93
1-Year 53
3-Year 100
5-Year 98

Load Adjusted Returns

1-Year 37.36%
3-Year -13.14%
5-Year 7.42%
10-Year 12.03%

Performance & Risk

YTD Return -0.60%
5y Average Return 4.98%
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 7.47%
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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