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Nasdaq - Delayed Quote USD

Morgan Stanley Inst Inception R6 (MFLLX)

14.42
-0.56
(-3.74%)
At close: March 28 at 8:01:35 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.55%
5y Average Return 17.55%
Number of Years Up 6
Number of Years Down 5
Best 1Y Total Return (Mar 27, 2025) 150.79%
Worst 1Y Total Return (Mar 27, 2025) --
Best 3Y Total Return 150.79%
Worst 3Y Total Return -15.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MFLLX
Category
YTD
-4.62%
12.40%
1-Month
-8.00%
3.37%
3-Month
-8.58%
4.88%
1-Year
24.56%
55.69%
3-Year
0.67%
19.34%
5-Year
12.61%
20.72%
10-Year
10.76%
13.98%
Last Bull Market
51.66%
27.85%
Last Bear Market
-36.27%
-24.06%

Annual Total Return (%) History

Year
MFLLX
Category
2024
29.54%
--
2023
54.58%
--
2022
-59.39%
--
2021
-3.29%
--
2020
150.79%
38.62%
2019
37.04%
27.68%
2018
0.38%
-5.76%
2017
22.08%
21.50%

2016
-0.28%
11.20%
2015
-9.52%
-2.41%
2014
-9.63%
2.44%
2013
--
40.91%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.04% -11.50% 8.34% 31.11%
2023 21.16% 17.98% -6.84% 16.08%
2022 -26.21% -36.27% -0.96% -12.80%
2021 23.63% 11.10% -16.13% -16.05%
2020 -16.92% 73.03% 19.65% 45.80%
2019 30.55% 6.17% -9.90% 9.75%
2018 2.83% 13.13% 7.84% -19.99%
2017 6.25% 8.57% -1.20% 7.12%
2016 -6.83% 5.77% 6.81% -5.26%
2015 4.12% 3.31% -15.49% -0.47%

2014 -4.77% -5.93% -5.51% 6.76%
2013 13.08% -- -- --

Rank in Category (By Total Return)

YTD 72
1-Month 78
3-Month 22
1-Year 1
3-Year 70
5-Year 15

Load Adjusted Returns

1-Year 24.56%
3-Year 0.67%
5-Year 12.61%
10-Year 10.76%

Performance & Risk

YTD Return -6.55%
5y Average Return 17.55%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.56
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Morgan Stanley
Net Assets 338.09M
YTD Return -4.62%
Yield 1.04%
Morningstar Rating
Inception Date Jan 02, 1996

Fund Summary

The fund will, under normal circumstances, seek to achieve its investment objective by investing primarily in established and emerging companies with capitalizations within the range of companies included in the Russell 2000® Growth Index. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis. The Adviser may invest up to 25% of the fund's total assets in foreign securities.

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