TAXATION
Mutual Fund Distributions: How Capital Gain Distributions Are Taxed
For mutual fund investors, taxes are inevitable. Even if you’re a long-term buy...
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This is a list of Morgan Stanley Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Morgan Stanley Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Morgan Stanley Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Morgan Stanley Funds.
This page includes relevant dividend information on Morgan Stanley Funds.
The table below illustrates valuable information regarding the primary fund manager for Morgan Stanley Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Morgan Stanley Funds.
This list includes asset allocation proportions of the underlying holdings for Morgan Stanley Funds.
| Fund Name | Share Class & Symbol | Primary Category | Net Assets ($M USD) | 1 Year Return | 1 Year Rank in Primary Category | Exp Ratio | Primary Manager Tenure (yrs) |
|---|---|---|---|---|---|---|---|
| Morgan Stanley Institutional Liquidity Government Portfolio | Inv (MVVXX) | Money Market | $65,217.55 | 0.00% | 23.48% | 0.31% | 15.57 |
| Morgan Stanley Institutional Liquidity Treasury Securities Portfolio | Inv (MNVXX) | Money Market | $24,692.24 | 0.00% | 67.61% | 0.31% | 11.4 |
| Morgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio | Inst (MUIIX) | Ultrashort Bond | $20,109.12 | -0.60% | 28.45% | 0.34% | 3.84 |
| Morgan Stanley Institutional Liquidity Treasury Portfolio | Inst (MISXX) | Money Market | $18,776.56 | 0.00% | 70.02% | 0.21% | 15.57 |
| Morgan Stanley Institutional Liquidity Prime Portfolio | Inst (MPFXX) | Money Market | $15,190.14 | 0.00% | 93.61% | 0.21% | 16.08 |
| Morgan Stanley Institutional Fund, Inc. Growth Portfolio | Inst (MSEQX) | U.S. Large-Cap Growth Equity | $7,300.76 | -16.14% | 61.53% | 0.59% | 15.68 |
| Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio | Inst (MGGIX) | FAANG Equity | $3,819.79 | -4.49% | 8.30% | 0.94% | 11.76 |
| Morgan Stanley Institutional Liquidity ESG Money Market Portfolio | Inst (MPUXX) | Money Market | $3,672.92 | 0.00% | 18.13% | 0.22% | 16.08 |
| Morgan Stanley Institutional Liquidity Government Securities Portfolio | Inv (MVIXX) | Money Market | $3,422.64 | 0.00% | 66.56% | 0.33% | 11.96 |
| Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio | Inst (MFAIX) | International and Foreign Large-Cap Growth Equity | $2,375.22 | -7.91% | 12.25% | 1.03% | 9.18 |
| Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio | Inst (MSFAX) | World Large-Cap Equity | $2,183.91 | -10.10% | 10.43% | 0.93% | 10.72 |
| Morgan Stanley Institutional Fund, Inc. International Equity Portfolio | Inst (MSIQX) | International and Foreign Large-Cap Blend Equity | $1,973.43 | -24.70% | 82.77% | 1.00% | 20.76 |
| Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio | Inst (MIOIX) | International and Foreign Large-Cap Growth Equity | $1,781.55 | -10.53% | 21.23% | 1.03% | 9.76 |
| Morgan Stanley Insight Fund | B (CPOBX) | U.S. Large-Cap Growth Equity | $1,623.97 | 18.68% | 1.15% | 2.06% | N/A |
| Morgan Stanley Pathway Funds Large Cap Equity Fund | No Load (TLGUX) | U.S. Large-Cap Blend Equity | $1,502.31 | -19.77% | 58.90% | 0.69% | 4.0 |
| Morgan Stanley Pathway Funds International Equity Fund | No Load (TIEUX) | International and Foreign Large-Cap Blend Equity | $1,296.73 | -23.60% | 74.15% | 0.84% | 9.17 |
| Morgan Stanley Pathway Funds Core Fixed Income Fund | No Load (TIIUX) | Intermediate-Term Bond | $1,229.97 | 3.87% | 41.53% | 0.57% | 14.17 |
| Morgan Stanley Institutional Fund Trust Discovery Portfolio | Inst (MPEGX) | U.S. Mid-Cap Growth Equity | $869.47 | -13.33% | 19.31% | 0.74% | 18.13 |
| Morgan Stanley Institutional Fund Trust Core Plus Fixed Income Portfolio | Inst (MPFIX) | Intermediate-Term Bond | $818.55 | 0.91% | 62.29% | 0.67% | 9.08 |
| Morgan Stanley U.S. Government Money Market Trust | Other (DWGXX) | Money Market | $813.02 | 0.00% | 66.98% | 0.36% | 12.76 |
| Fund Name | YTD | YTD Rank in Primary Category | 1 Year Return | 1 Year Rank in Primary Category | 3 Year Return | 3 Year Rank in Primary Category |
|---|
| Fund Name | 5 Year Return | 5 Year Rank in Primary Category | 10 Year Return | 10 Year Rank in Primary Category | Inception Date |
|---|
| Fund Name | Exp Ratio | Management Fee | 12b-1 | Admin Fee | Front Load | Deferred Load | Max Redemption Fee | Turnover |
|---|
| Fund Name | Div Yield | Last Dividend Date | Last Dividend Amount | Dividend Frequency | Net Income Ratio |
|---|
| Fund Name | YTD | Primary Manager | Start Date | Primary Manager Tenure (yrs) | Tenure Rank |
|---|
| Fund Name | IRA Minimum | Standard Minimum |
|---|
| Fund Name | Stocks | Bonds | Convertible Bonds | Preferred Stocks | Cash |
|---|
Morgan Stanley is a company that sells mutual funds with $191,714M in assets under management. The average expense ratio from all mutual funds is 0.68%. 71.43% of all the mutual funds are no load funds. The oldest fund launched was in 1981. The average manager tenure for all managers at Morgan Stanley is 12.51 years. The company offers investors 85 mutual funds, in terms of the number of individual fund symbols.
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