Morgan Stanley Institutional Growth closed to most new investors in late May 2021. The move follows a hot streak and inflows. The fund was among the top gainers in the large-growth Morningstar Category for the trailing year through May 2021, with a 57% gain. It had $826 million in net inflows for the trailing year through May.
Morgan Stanley Inst Growth I MSEQX
NAV / 1-Day Return
105.91
/
0.46
%
Total Assets
19.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.550%
Expense Ratio
0.550%
Fee Level
Below Average
Longest Manager Tenure
17.30
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
5,000,000
Status
Limited
TTM Yield
0.00%
Turnover
60%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MSEQX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSEQX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MSEQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of MSEQX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Morgan Stanley Institutional Growth Closes to New Investors; Ratings Unchanged
