Morgan Stanley Institutional Growth Portfolio Class C (MSGUX)
| Fund Assets | 5.53B |
| Expense Ratio | 1.62% |
| Min. Investment | $1,000 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 45.63 |
| YTD Return | 6.66% |
| 1-Year Return | 59.10% |
| 5-Year Return | 45.37% |
| 52-Week Low | 27.14 |
| 52-Week High | 49.48 |
| Beta (5Y) | n/a |
| Holdings | 39 |
| Inception Date | Apr 30, 2015 |
About MSGUX
MSGUX was founded on 2015-04-30. The Fund's investment strategy focuses on Growth with 1.58% total expense ratio. The minimum amount to invest in Morgan Stanley Institutional Fund, Inc: Growth Portfolio; Class C Shares is $1,000 on a standard taxable account. Morgan Stanley Institutional Fund, Inc: Growth Portfolio; Class C Shares seeks long-term capital appreciation by investing primarily in growth-oriented equity securities of large capitalization companies. MSGUX invests primarily in companies that the Adviser believes exhibit, among other things, strong free cash flow and compelling business strategies.
Performance
MSGUX had a total return of 59.10% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.09%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FACGX | Fidelity | Fidelity Advisor Growth Opportunities Fund - Class C | 1.49% |
| FAGOX | Fidelity | Fidelity Advisor Growth Opportunities Fund - Class M | 0.99% |
| FAGCX | Fidelity | Fidelity Advisor Growth Opportunities Fund - Class I | 0.49% |
| FZAHX | Fidelity | Fidelity Advisor Growth Opportunities Fund - Class Z | 0.37% |
| FAGAX | Fidelity | Fidelity Advisor Growth Opportunities Fund - Class A | 0.74% |
Top 10 Holdings
64.27% of assets| Name | Symbol | Weight |
|---|---|---|
| Cloudflare, Inc. | NET | 10.88% |
| DoorDash, Inc. | DASH | 7.49% |
| Tesla, Inc. | TSLA | 6.91% |
| Shopify Inc. | SHOP | 6.69% |
| MercadoLibre, Inc. | MELI | 6.35% |
| MicroStrategy Incorporated | MSTR | 6.01% |
| Royalty Pharma plc | RPRX | 5.09% |
| Roblox Corporation | RBLX | 5.07% |
| Affirm Holdings, Inc. | AFRM | 4.89% |
| Aurora Innovation, Inc. | AUR | 4.88% |