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Morgan Stanley Inst Inception I (MSSGX)

11.22 +0.27 (+2.47%)
At close: 8:01 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 150.57%
Worst 1Y Total Return --
Number of Years Up 21
Number of Years Down 12

Performance & Risk

YTD Return -11.26%
5y Average Return 7.18%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.40
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MSSGXCategory AverageMSSGXCategory AverageMSSGXCategory Average
Alpha -32.5 -0.02 -3.95 0.01 -5.15 -0.02
BETA 1.4 0.01 1.46 0.01 1.4 0.01
Mean Annual Return -1.35 0.02 1.51 0.02 1.09 0.01
R-squared 46.97 0.78 41.88 0.73 43.85 0.73
Standard Deviation 36.07 0.26 41.38 0.21 32.14 0.19
Sharpe Ratio -0.54 0.01 0.38 0.01 0.36 0.01
Treynor Ratio -16.63 0.15 5.68 0.17 4.94 0.11

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