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Morgan Stanley Pathway Large Cap Eq (TLGUX)

26.77
+0.07
+(0.26%)
At close: 8:04:28 PM EDT
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  • Previous Close 26.70
  • YTD Return 25.95%
  • Expense Ratio 0.47%
  • Category Large Blend
  • Last Cap Gain 45.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.86B
  • Beta (5Y Monthly) 1.00
  • Yield 0.75%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.22
  • Inception Date Nov 18, 1991

The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of large capitalization (or "cap") companies or in other investments with similar economic characteristics. The advisor defines large cap companies as companies whose market capitalizations typically fall within the range of the Russell 1000® Index. The fund may invest up to 10% of its assets in the securities of foreign issuers that are not traded on a U.S. exchange or the U.S. over-the-counter market. It may also lend portfolio securities to earn additional income.

Morgan Stanley

Fund Family

Large Blend

Fund Category

2.86B

Net Assets

1991-11-18

Inception Date

Performance Overview: TLGUX

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Trailing returns as of 12/6/2024. Category is Large Blend.

YTD Return

TLGUX
25.95%
Category
5.31%
 

1-Year Return

TLGUX
32.13%
Category
20.31%
 

3-Year Return

TLGUX
9.16%
Category
6.48%
 

5-Year Return

TLGUX
13.63%
Category
11.78%
 

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Holdings: TLGUX

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Sector Weightings

SectorTLGUX
Technology   27.39%
Healthcare   11.40%
Industrials   9.76%
Energy   3.54%
Real Estate   2.65%
Utilities   2.20%

Recent News: TLGUX

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Research Reports: TLGUX

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