Top 11 Morgan Stanley Funds

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Morgan Stanley Funds

  • Net Assets
  • $3.96 B
  • Oldest Fund Launched In
  • 1981
  • # of Funds | Share Classes
  • 8 | 24
  • AVG Manager Tenure
  • 12.2 years
  • Expense range
  • 0.4% to 6.3% AVG: 1.6%
  • % of no load funds
  • 54%

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Overview

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.

Short-Term Returns

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.

Long-Term Returns

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.

Expenses

This list includes all management costs and other fee information for Morgan Stanley Funds.

Dividend

This page includes relevant dividend information on Morgan Stanley Funds.

Managers

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.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in Morgan Stanley Funds.

Asset Allocation

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 $66,860.01 0.00% 32.95% 0.31% 15.32
Morgan Stanley Institutional Liquidity Treasury Securities Portfolio Inv (MNVXX) Money Market $26,576.81 0.00% 69.19% 0.31% 11.15
Morgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio Inst (MUIIX) Ultrashort Bond $20,229.17 0.10% 71.70% 0.35% 3.59
Morgan Stanley Institutional Liquidity Treasury Portfolio Inst (MISXX) Money Market $18,371.47 0.00% 82.85% 0.21% 15.32
Morgan Stanley Institution Liquidity Prime PORT Inst (MPFXX) Money Market $14,168.36 0.00% 86.72% 0.21% 15.84
Morgan Stanley Institutional Fund, Inc. Growth Portfolio Inst (MSEQX) U.S. Large-Cap Growth Equity $7,187.85 10.72% 65.95% 0.58% 15.43
Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio Inst (MGGIX) FAANG Equity $3,611.81 27.71% 2.40% 0.94% 11.51
Morgan Stanley Institutional Liquidity Money Market Portfolio Inst (MPUXX) Money Market $3,393.94 0.00% 37.11% 0.25% 15.84
Morgan Stanley Institutional Liquidity Government Securities Portfolio Inv (MVIXX) Money Market $3,067.02 2.00% 6.98% 0.31% 11.71
Morgan Stanley Institutional Fund, Inc. International Equity Portfolio Inst (MSIQX) International and Foreign Large-Cap Blend Equity $2,210.04 0.57% 96.12% 0.99% 20.52
Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio Inst (MFAIX) International and Foreign Large-Cap Growth Equity $2,160.56 23.38% 8.59% 1.11% 8.93
Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio Inst (MSFAX) World Large-Cap Equity $2,045.28 16.28% 15.47% 0.94% 10.47
Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio Inst (MIOIX) International and Foreign Large-Cap Growth Equity $1,699.01 28.95% 0.88% 1.04% 9.51
Morgan Stanley Pathway Funds Large Cap Equity Fund No Load (TLGUX) U.S. Large-Cap Blend Equity $1,638.15 14.04% 40.22% 0.69% 3.75
Morgan Stanley Insight Fund B (CPOBX) U.S. Large-Cap Growth Equity $1,623.97 7.00% 78.57% 2.06% 16.51
Morgan Stanley Pathway Funds International Equity Fund No Load (TIEUX) International and Foreign Large-Cap Blend Equity $1,416.04 13.30% 31.65% 0.84% 8.92
Morgan Stanley Pathway Funds Core Fixed Income Fund No Load (TIIUX) Intermediate-Term Bond $1,183.09 6.93% 36.90% 0.57% 14.92
Morgan Stanley Institutional Fund Trust Discovery Portfolio Inst (MPEGX) U.S. Mid-Cap Growth Equity $937.72 7.53% 73.91% 0.71% 17.88
Morgan Stanley U.S. Government Money Market Trust Other (DWGXX) Money Market $873.21 0.00% 66.28% 0.36% 12.51
Morgan Stanley Institutional Fund, Inc. Emerging Markets Portfolio Inst (MGEMX) Emerging Markets Equity $768.21 8.34% 63.73% 1.03% 25.77
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 $3,955M in assets under management. The average expense ratio from all mutual funds is 1.56%. 54.17% 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 12.18 years. The company offers investors 8 mutual funds, in terms of the number of individual fund symbols.


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