Nasdaq - Delayed Quote USD

Morgan Stanley Inst Inception I (MSSGX)

15.62
+0.23
+(1.49%)
At close: 8:04:23 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.96%
5y Average Return 10.23%
Number of Years Up 22
Number of Years Down 12
Best 1Y Total Return (May 14, 2025) 150.57%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 150.57%
Worst 3Y Total Return -15.38%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MSSGX
Category
YTD
-3.85%
12.40%
1-Month
7.63%
3.37%
3-Month
-7.24%
4.88%
1-Year
39.71%
55.69%
3-Year
10.06%
19.34%
5-Year
12.54%
20.72%
10-Year
10.74%
13.98%
Last Bull Market
51.59%
27.85%
Last Bear Market
-36.24%
-24.06%

Annual Total Return (%) History

Year
MSSGX
Category
2025
--
--
2024
29.64%
--
2023
54.44%
--
2022
-59.42%
--
2021
-3.33%
--
2020
150.57%
38.62%
2019
37.11%
27.68%
2018
0.29%
-5.76%

2017
21.87%
21.50%
2016
-0.35%
11.20%
2015
-9.58%
-2.41%
2014
-9.68%
2.44%
2013
62.26%
40.91%
2012
17.10%
13.15%
2011
-9.12%
-3.55%
2010
27.20%
26.98%
2009
47.92%
35.46%
2008
-41.84%
-41.55%
2007
3.04%
7.59%
2006
11.90%
10.81%
2005
13.55%
6.02%
2004
19.17%
12.41%
2003
44.13%
45.54%
2002
-22.28%
-27.88%
2001
-12.18%
-8.91%
2000
-6.64%
-3.85%
1999
96.69%
64.77%
1998
27.38%
5.23%
1997
11.36%
17.41%
1996
3.71%
18.67%
1995
33.31%
36.15%
1994
-0.62%
-0.52%
1993
0.00%
17.36%
1992
-11.03%
10.95%
1991
66.79%
57.25%
1990
3.78%
-9.84%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.66% -- -- --
2024 3.08% -11.48% 8.35% 31.13%
2023 21.03% 18.10% -6.92% 16.09%
2022 -26.27% -36.24% -1.08% -12.75%
2021 23.63% 11.08% -16.15% -16.05%
2020 -16.88% 72.82% 19.70% 45.71%
2019 30.56% 6.13% -9.83% 9.73%
2018 2.84% 13.02% 7.89% -20.03%
2017 6.18% 8.52% -1.21% 7.05%
2016 -6.84% 5.70% 6.82% -5.27%

2015 4.06% 3.32% -15.51% -0.47%
2014 -4.82% -5.93% -5.51% 6.77%
2013 14.48% 8.08% 15.97% 13.08%
2012 12.10% -1.20% 5.78% -0.06%
2011 6.07% -3.66% -19.13% 9.98%
2010 2.06% -8.36% 14.88% 18.38%
2009 -4.06% 25.00% 18.80% 3.83%
2008 -11.81% -1.56% -12.91% -23.08%
2007 1.95% 3.91% 2.41% -5.02%
2006 12.58% -8.55% -2.29% 11.24%
2005 -1.76% 7.17% 3.19% 4.52%
2004 4.63% 3.54% -3.07% 13.50%
2003 -3.60% 22.41% 9.15% 11.90%
2002 -0.73% -10.23% -17.79% 6.08%
2001 -20.56% 17.75% -26.35% 27.48%
2000 33.48% -11.14% 0.99% -22.06%
1999 9.68% 17.87% 2.32% 48.70%
1998 16.32% 2.34% -12.15% 21.80%
1997 -11.63% 14.00% 15.65% -4.42%
1996 3.68% 3.28% 1.83% -4.88%
1995 6.58% 6.17% 14.64% 2.77%
1994 -4.25% -8.37% 12.51% 0.69%
1993 -11.10% 1.04% 7.00% 4.04%
1992 -8.28% -11.30% -2.90% 12.64%
1991 24.79% -1.83% 16.06% 17.31%
1990 1.32% 9.90% -22.43% 20.15%

Rank in Category (By Total Return)

YTD 1
1-Month 1
3-Month 2
1-Year 1
3-Year 3
5-Year 13

Load Adjusted Returns

1-Year 39.71%
3-Year 10.06%
5-Year 12.54%
10-Year 10.74%

Performance & Risk

YTD Return -1.96%
5y Average Return 10.23%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.46
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Morgan Stanley
Net Assets 325.1M
YTD Return -3.85%
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.

Related Tickers

FSHCX Fidelity Select Health Care Svcs Port
101.26
+2.98%
 
BIPSX ProFunds Biotechnology UltraSector Fund
18.86
+2.72%
 
BIPIX ProFunds Biotechnology UltraSector Fund
36.26
+2.69%
 
UMPIX ProFunds UltraMid Cap Fund
62.39
+2.13%
 
UMPSX ProFunds UltraMid Cap Fund
47.98
+2.11%
 
FSPHX Fidelity Select Health Care
24.94
+2.00%
 
PRHSX T. Rowe Price Health Sciences
74.79
+1.82%
 
USERX U.S. Global Investors Gold & Precious Metals Fund
15.63
0.00%
 
THISX T. Rowe Price Health Sciences I
75.01
+1.82%
 
SHSAX BlackRock Health Sciences Opps Inv A
60.56
+1.68%
 
UDPIX ProFunds Ultra Dow 30 ProFund
76.70
+1.67%
 
SHSSX BlackRock Health Sciences Opps Instl
65.28
+1.67%
 
SHSKX BlackRock Health Sciences Opps K
65.42
+1.66%
 
SHSCX BlackRock Health Sciences Opps Inv C
48.34
+1.66%
 
BHSRX BlackRock Health Sciences Opportunities Portfolio
58.31
+1.66%
 
SHISX BlackRock Health Sciences Opps Svc
60.90
+1.65%
 
CNPIX Consumer Staples UltraSector ProFund Inv
77.49
+1.64%
 
CNPSX Consumer Staples UltraSector ProFund Svc
67.20
+1.63%
 
RYLDX Rydex Dow 2x Strategy A
163.22
+1.61%
 
RYMDX Rydex Mid-Cap 1.5x Strategy H
127.70
+1.58%
 
RYAHX Rydex Mid-Cap 1.5x Strategy A
127.11
+1.58%
 
FPHAX Fidelity Select Pharmaceuticals Port
23.31
+1.57%
 
JFNNX Janus Henderson Global Life Sciences Fund Class N Shares
64.01
+1.52%
 
JFNSX Janus Henderson Global Life Sciences Fund
60.75
+1.52%
 
JNGLX Janus Henderson Global Life Sciences D
64.12
+1.52%
 
PHLQX PGIM Jennison Health Sciences R6
40.14
+1.52%
 
JFNIX Janus Henderson Global Life Sciences Fund
64.25
+1.52%
 
JAGLX Janus Henderson Global Life Sciences T
63.70
+1.51%
 
JFNCX Janus Henderson Global Life Sciences Fund
53.76
+1.51%
 
JFNAX Janus Henderson Global Life Sciences Fund
62.52
+1.51%
 
PHLAX PGIM Jennison Health Sciences A
30.97
+1.51%
 
PHSZX PGIM Jennison Health Sciences Z
39.73
+1.51%
 
AVALX Aegis Value I
43.95
+1.50%
 
PJHRX PGIM Jennison Health Sciences R
28.52
+1.49%
 
MFLLX Morgan Stanley Inst Inception R6
15.80
+1.48%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
69.40
+1.43%
 
PRUQX PGIM Jennison Utility R6
15.69
+1.42%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
55.00
+1.42%
 
HICGX Hennessy Cornerstone Growth Inst
33.05
+1.41%
 
HFCGX Hennessy Cornerstone Growth Investor
31.59
+1.38%
 
EMCAX Empiric Fund
65.51
+1.38%
 
LOGSX Live Oak Health Sciences
20.80
+1.36%
 
NWKCX Nationwide Geneva Small Cap Gr R6
84.17
+1.35%
 
NWKDX Nationwide Geneva Small Cap Gr Instl Svc
82.85
+1.35%
 
NWHZX Nationwide Geneva Small Cap Gr A
78.39
+1.34%
 
DFDSX DF Dent Small Cap Growth Investor
23.79
+1.32%
 
GURAX NAA Risk Managed Real Estate A
32.27
+1.32%
 
RYCVX Rydex Dow 2x Strategy H
162.51
+1.61%
 
RYCYX Rydex Dow 2x Strategy C
134.37
+1.61%
 
GURIX NAA Risk Managed Rl Estt Inst
32.78
+1.30%
 
BPTIX Baron Partners Institutional
209.80
+1.29%
 
BPTRX Baron Partners Retail
200.73
+1.29%
 
PHRAX Virtus Duff & Phelps Real Estate Secs A
18.99
+1.28%
 
VRREX Virtus Duff & Phelps Real Estate Secs R6
19.01
+1.28%
 
WASMX Boston Trust Walden SMID Cap
24.69
+1.27%
 
QISGX Federated Hermes MDT Small Cap Growth IS
27.09
+1.27%
 
PXSGX Virtus KAR Small-Cap Growth I
31.08
+1.27%
 
CSRIX Cohen & Steers Instl Realty Shares
49.67
+1.26%
 
GIUIX NAA Mid Growth Institutional
37.69
+1.26%
 
CSRSX Cohen & Steers Realty Shares L
68.18
+1.26%
 
CSJZX Cohen & Steers Realty Shares Z
68.33
+1.26%
 
CSJCX Cohen & Steers Realty Shares C
67.85
+1.25%
 
CSJIX Cohen & Steers Realty Shares I
68.15
+1.25%
 
SEIRX SEI Real Estate I (SIMT)
16.23
+1.25%
 
CSJAX Cohen & Steers Realty Shares A
68.19
+1.25%
 
SETAX SEI Institutional Managed Trust Real Estate Fund
16.27
+1.24%
 
CSJRX Cohen & Steers Realty Shares R
68.34
+1.24%
 
SREYX SEI Real Estate Y (SIMT)
16.28
+1.24%
 
IFPUX Independent Franchise Partners US Equity
20.48
+1.24%
 
SECUX NAA Mid Growth A
37.69
+1.24%
 
PHRIX Virtus Duff & Phelps Real Estate Secs I
18.89
+1.23%
 
CSCRX Columbia Small Cap Growth Inst2
28.01
+1.23%
 
CGOAX Columbia Small Cap Growth A
24.79
+1.22%
 
BUIOX Buffalo Early Stage Growth Instl
15.72
+1.22%
 
FSPCX Fidelity Select Insurance Port
96.27
+1.22%
 
CMSCX Columbia Small Cap Growth Inst
27.44
+1.22%
 
CMSHX Columbia Small Cap Growth S
27.44
+1.22%
 
AREDX American Century Real Estate R6
26.70
+1.21%
 
PJECX PGIM US Real Estate C
15.02
+1.21%
 
ABIZX AMG River Road Mid Cap Value Z
22.57
+1.21%
 
CSGYX Columbia Small Cap Growth Inst3
28.51
+1.21%
 
ABMIX AMG River Road Mid Cap Value I
22.74
+1.20%
 
FSHOX Fidelity Select Construction & Housing
119.77
+1.19%
 
FIJYX Fidelity Advisor Biotechnology Z
27.26
+1.19%
 
FSMEX Fidelity Select Medical Tech and Devcs
60.07
+1.18%
 
PJEAX PGIM US Real Estate A
15.51
+1.17%
 
PJEQX PGIM US Real Estate R6
15.54
+1.17%
 
PJEZX PGIM US Real Estate Z
15.54
+1.17%
 
SMAYX SEI Small Cap Growth Y (SIMT)
34.55
+1.17%
 
VRMCX Virtus KAR Mid-Cap Core R6
62.24
+1.17%
 
VMACX Virtus KAR Mid-Cap Core A
59.77
+1.17%
 
CCALX Conestoga Small Cap Institutional
75.39
+1.17%
 
VIMCX Virtus KAR Mid-Cap Core I
61.85
+1.16%
 
MMCGX Morgan Stanley Inst Discovery R6
24.52
+1.16%
 
FSTRX Federated Hermes MDT Large Cap Value A
32.41
+1.15%
 
QRLVX Federated Hermes MDT Large Cap Value R
32.43
+1.15%
 
CMGVX Columbia Select Mid Cap Gro Fd I2
28.95
+1.15%
 
FSTLX Federated Hermes MDT Large Cap Value R6
32.48
+1.15%
 
QCLVX Federated Hermes MDT Large Cap Value C
32.48
+1.15%