Nasdaq - Delayed Quote USD

Morgan Stanley Inst Inception R6 (MFLLX)

17.57 +0.63 (+3.72%)
At close: 8:00:50 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 36.89%
5y Average Return 16.30%
Number of Years Up 5
Number of Years Down 5
Best 1Y Total Return (Dec 13, 2024) 150.79%
Worst 1Y Total Return (Dec 13, 2024) --
Best 3Y Total Return 150.79%
Worst 3Y Total Return -15.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MFLLX
Category
YTD
35.15%
12.40%
1-Month
28.37%
3.37%
3-Month
43.66%
4.88%
1-Year
62.00%
55.69%
3-Year
-8.21%
19.34%
5-Year
15.20%
20.72%
10-Year
12.27%
13.98%
Last Bull Market
37.50%
27.85%
Last Bear Market
-36.27%
-24.06%

Annual Total Return (%) History

Year
MFLLX
Category
2024
--
--
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% --
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 8
1-Month 1
3-Month 1
1-Year 3
3-Year 97
5-Year 8

Load Adjusted Returns

1-Year 62.00%
3-Year -8.21%
5-Year 15.20%
10-Year 12.27%

Performance & Risk

YTD Return 36.89%
5y Average Return 16.30%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.56
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Morgan Stanley
Net Assets 401.8M
YTD Return 35.15%
Yield 0.00%
Morningstar Rating
Inception Date Nov 11, 2011

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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