Morgan Stanley Inst Growth L (MSHLX)

Fund Assets	3.24B
Expense Ratio	1.40%
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	52.16
YTD Return	-3.50%
1-Year Return	-2.12%
5-Year Return	-11.67%
52-Week Low	43.68
52-Week High	60.69
Beta (5Y)	1.03
Holdings	34
Inception Date	Apr 30, 2012

About MSHLX

Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class L is an actively managed mutual fund designed to achieve long-term capital appreciation by investing primarily in large-cap U.S. companies with strong growth prospects. The portfolio targets firms in rapidly expanding industries, frequently emphasizing sectors like information technology, consumer discretionary, and financials, which are expected to deliver high earnings and sales growth. The fund typically allocates its assets to stocks that demonstrate significant growth potential as evidenced by high valuations and robust financial metrics such as earnings per share growth and sales growth. Falling within the large-growth Morningstar category, this portfolio seeks to outperform traditional benchmarks like the S&P 500 Total Return Index by identifying and concentrating on top-performing growth stocks. The fund's management employs a multi-manager approach, leveraging deep research and sector expertise to select holdings. Historically, the portfolio has shown strong relative performance compared to its peers and benchmarks, emphasizing its role as a vehicle for investors seeking exposure to high-growth U.S. equities. This fund is intended for institutional investors as well as individuals seeking aggressive growth within a diversified large-cap portfolio.

• Fund Family: Morgan Stanley
• Category: Large Growth
• Performance Rating: Low
• Risk Rating: High
• Stock Exchange: NASDAQ
• Ticker Symbol: MSHLX
• Share Class: Class L
• Index: Russell 1000 Growth TR

Performance

MSHLX had a total return of -2.12% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.90%.

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	1.21%
FAGCX	Fidelity	Fidelity Advisor Growth Opps I	0.71%
FZAHX	Fidelity	Fidelity Advisor Growth Opps Z	0.60%
FAGAX	Fidelity	Fidelity Advisor Growth Opps A	0.96%

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

67.60% of assets

Name	Symbol	Weight
Cloudflare, Inc.	NET	13.39%
Tesla, Inc.	TSLA	9.21%
Royalty Pharma plc	RPRX	7.64%
Affirm Holdings, Inc.	AFRM	6.97%
AppLovin Corporation	APP	6.23%
Roivant Sciences Ltd.	ROIV	5.19%
Aurora Innovation, Inc.	AUR	4.89%
Space Exploration Technologies Corp.	SPCX	4.81%
DoorDash, Inc.	DASH	4.71%
QXO, Inc.	QXO	4.57%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 11, 2024	$0.05405	Dec 11, 2024
Dec 12, 2022	$4.29275	Dec 12, 2022
Dec 11, 2020	$8.55734	Dec 11, 2020
Dec 11, 2019	$4.95538	Dec 11, 2019
Dec 11, 2018	$2.24568	Dec 11, 2018
Jul 3, 2018	$1.07104	Jul 3, 2018

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:

Aug 27, 2026

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