Nasdaq - Delayed Quote USD

Morgan Stanley Inst Inception I (MSSGX)

17.37 +0.62 (+3.70%)
At close: 8:01:45 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 37.00%
5y Average Return 16.25%
Number of Years Up 21
Number of Years Down 12
Best 1Y Total Return (Dec 13, 2024) 150.57%
Worst 1Y Total Return (Dec 13, 2024) --
Best 3Y Total Return 150.57%
Worst 3Y Total Return -15.38%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MSSGX
Category
YTD
35.25%
12.40%
1-Month
28.38%
3.37%
3-Month
43.76%
4.88%
1-Year
62.04%
55.69%
3-Year
-8.24%
19.34%
5-Year
15.15%
20.72%
10-Year
12.21%
13.98%
Last Bull Market
37.51%
27.85%
Last Bear Market
-36.24%
-24.06%

Annual Total Return (%) History

Year
MSSGX
Category
2024
--
--
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
2024 3.08% -11.48% 8.35% --
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 7
1-Month 1
3-Month 1
1-Year 3
3-Year 97
5-Year 8

Load Adjusted Returns

1-Year 62.04%
3-Year -8.24%
5-Year 15.15%
10-Year 12.21%

Performance & Risk

YTD Return 37.00%
5y Average Return 16.25%
Rank in Category (ytd) 7
% 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 35.25%
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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