Morgan Stanley Institutional Growth Portfolio Class C (MSGUX)
| Fund Assets | 4.50B |
| Expense Ratio | 1.62% |
| Min. Investment | $1,000 |
| Turnover | 39.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 50.82 |
| YTD Return | 16.62% |
| 1-Year Return | 67.95% |
| 5-Year Return | 25.60% |
| 52-Week Low | 27.14 |
| 52-Week High | 50.98 |
| Beta (5Y) | n/a |
| Holdings | 39 |
| Inception Date | Apr 30, 2015 |
About MSGUX
Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class C is an actively managed mutual fund focused on achieving long-term capital appreciation. The fund primarily invests in growth-oriented equity securities of large-capitalization companies within the United States. Its investment strategy targets businesses demonstrating sustainable competitive advantages, robust balance sheets, and strong growth prospects, emphasizing firms able to deploy capital efficiently and offer an attractive risk/reward profile. The portfolio is notably concentrated, with a significant portion allocated to the information technology and consumer discretionary sectors, alongside positions in financials and healthcare. The fund’s top holdings frequently include innovative and high-growth companies such as Cloudflare, DoorDash, Uber Technologies, and Shopify, reflecting its commitment to sectors driving future economic expansion. Managed by an experienced investment team, the fund leverages deep fundamental research to identify companies with above-average business visibility and high potential for earnings and sales growth. Class C shares are structured with a level-load fee arrangement, catering to investors seeking professional growth equity management without a front-end sales charge.
Performance
MSGUX had a total return of 67.95% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.88%.
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% |