Morgan Stanley Institutional Growth Portfolio Class C (MSGUX)

Fund Assets	3.47B
Expense Ratio	1.629%
Min. Investment	$1,000
Turnover	53.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	51.79
YTD Return	-3.83%
1-Year Return	-11.31%
5-Year Return	-10.98%
52-Week Low	41.94
52-Week High	57.04
Beta (5Y)	1.03
Holdings	35
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.

• Fund Family: Morgan Stanley
• Category: Multi-Cap Growth
• Performance Rating: Low
• Risk Rating: High
• Stock Exchange: Nasdaq
• Ticker Symbol: MSGUX
• Share Class: Class C
• Index: Russell 1000 Growth TR

Performance

MSGUX had a total return of -11.31% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.31%.

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 Opps C	1.71%
FAGOX	Fidelity	Fidelity Advisor Growth Opps M	1.23%
FAGCX	Fidelity	Fidelity Advisor Growth Opps I	0.74%
FZAHX	Fidelity	Fidelity Advisor Growth Opps Z	0.59%
FAGAX	Fidelity	Fidelity Advisor Growth Opps A	0.92%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MGRPX	Class R6	0.53%
MSEQX	Class I	0.63%
MGHRX	Class Ir	0.73%
MSEGX	Class A	0.89%

Top 10 Holdings

67.74% of assets

Name	Symbol	Weight
Cloudflare, Inc.	NET	13.44%
Tesla, Inc.	TSLA	9.24%
Royalty Pharma plc	RPRX	7.66%
Affirm Holdings, Inc.	AFRM	6.99%
AppLovin Corporation	APP	6.25%
Roivant Sciences Ltd.	ROIV	5.20%
Aurora Innovation, Inc.	AUR	4.90%
Space Exploration Technologies Corp.	SPCX	4.82%
DoorDash, Inc.	DASH	4.72%
Shopify Inc.	SHOP	4.51%

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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