Nasdaq - Delayed Quote USD

Morgan Stanley Inst Inception R6 (MFLLX)

15.80
+0.23
+(1.48%)
At close: 8:01:36 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.93%
5y Average Return 10.28%
Number of Years Up 6
Number of Years Down 5
Best 1Y Total Return (May 14, 2025) 150.79%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 150.79%
Worst 3Y Total Return -15.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MFLLX
Category
YTD
-3.81%
12.40%
1-Month
7.68%
3.37%
3-Month
-7.22%
4.88%
1-Year
39.84%
55.69%
3-Year
10.09%
19.34%
5-Year
12.59%
20.72%
10-Year
10.80%
13.98%
Last Bull Market
51.66%
27.85%
Last Bear Market
-36.27%
-24.06%

Annual Total Return (%) History

Year
MFLLX
Category
2025
--
--
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
2025 -10.67% -- -- --
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 1
1-Month 1
3-Month 2
1-Year 1
3-Year 3
5-Year 12

Load Adjusted Returns

1-Year 39.84%
3-Year 10.09%
5-Year 12.59%
10-Year 10.80%

Performance & Risk

YTD Return -1.93%
5y Average Return 10.28%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.47
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Morgan Stanley
Net Assets 325.1M
YTD Return -3.81%
Yield 1.03%
Morningstar Rating
Inception Date Sep 13, 2013

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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