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Morgan Stanley Inst Global Insgt C (MSPTX)

14.87
-0.29
(-1.91%)
At close: 8:06:41 AM EDT

Top 10 Holdings (57.98% of Total Assets)

SymbolCompany% Assets
Cloudflare, Inc. 9.02%
MercadoLibre, Inc. 6.49%
Tesla, Inc. 6.03%
Shopify Inc. 5.94%
Aurora Innovation, Inc. 5.90%
Strategy Incorporated 5.54%
Adyen N.V. 4.94%
Royalty Pharma plc 4.80%
Affirm Holdings, Inc. 4.79%
Global-E Online Ltd. 4.55%

Sector Weightings

SectorMSPTX
Technology   56.84%
Healthcare   9.88%
Energy   2.67%
Real Estate   0.00%
Utilities   0.00%
Industrials   0.00%

Overall Portfolio Composition (%)

Cash 6.20%
Stocks 93.75%
Bonds 0.00%
Others 0.00%
Preferred 0.05%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average MSPTX Category Average
Price/Earnings 0 33.46
Price/Book 0.15 5.38
Price/Sales 0.21 3.97
Price/Cashflow 0.04 21.99
Median Market Cap 37,678.27 139,280.73
3 Year Earnings Growth 0 20.56

Bond Holdings

Performance & Risk

YTD Return 8.21%
5y Average Return 6.40%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.55
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family Morgan Stanley
Net Assets 57.08M
YTD Return -1.28%
Yield 0.66%
Morningstar Rating
Inception Date Apr 30, 2015

Fund Summary

Under normal market conditions, the Adviser seeks to achieve its investment objective by investing primarily in established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Net Index. Under normal market conditions, the fund typically invests at least 40% of its total assets in the securities of issuers located outside of the United States, unless the Adviser determines, in its sole discretion, that conditions are not favorable.

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