About MSVOX
Morgan Stanley Vitality Portfolio is a U.S.-focused mutual fund that seeks long-term capital appreciation by investing primarily in healthcare companies. The fund targets firms that are engaged in the discovery, development, production, or distribution of healthcare-related products and services, emphasizing those with strong research and development pipelines, sustainable competitive advantages, and robust financial profiles. Its portfolio is conviction-weighted and highly active, often differing significantly from standard healthcare benchmarks, with a concentrated set of holdings dominated by leading biotech, pharmaceutical, and healthcare technology firms. The portfolio’s investment team applies rigorous research to identify innovative companies poised to benefit from advances in healthcare, resulting in notable exposure to biotechnology, pharmaceuticals, and health care technology sectors. The fund’s role in the market is to offer investors access to high-growth potential in the dynamic healthcare industry, endeavoring to outperform broader equity indices through focused stock selection and active management within a vital sector of the economy.
Fund Family Morgan Stanley
Category Health
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol MSVOX
Share Class Class R6
Index Russell 3000 TR
MSVOX had a total return of 7.76% in the past year, including dividends. Since the fund's
inception, the average annual return has been -9.20%.
