Bulletin
Investor Alert

London Markets Open in:

Morgan Stanley Inception Portfolio;A

NAS: MSSMX

GO
/zigman2/quotes/201542744/realtime

$

19.84

Change

+0.04 +0.20%

Nov 29, 2021

YTD return

6.21%

5 yr avg return

33.79%

Total net assets

651.90M

52 week low

52 week high

$17.65

$30.66

Yield

0.00%

Fees & Expenses

Front load

5.25%

Deferred load

0.00%

Max. redemption fee

2.00%

Total expense ratio

1.25%

12 b-1

0.25%

Turnover

132.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

n/a

Dividend freq.

Annually

Capital gain (2020)

2.45

Capital gain (YTD)

n/a

Risk Measures

Alpha

1.49

Beta

1.33

Standard deviation

11.52

R. squared

0.41

Min. Investment

Standard (taxable)

1000

IRA

n/a

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
1d
5d
3m
6m
1y
3y
5y
/news/latest/company/us/mssmx

MarketWatch News on MSSMX

Lipper Leader

Total Return: 5 Consistent Return: 4 Preservation: 1 Tax Efficiency: 1 Expense: 3

YTD Lipper Ranking: Quintile 4 (70th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 6.21% 11.23% 25.60% 70% 4
1yr 24.91% 19.92% 29.80% 25% 2
3yr 48.86% 20.33% 21.50% 1% 1
5yr 33.79% 17.50% 18.30% 1% 1
10yr 21.29% 15.4% 16.9% 2% 1

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$111,148

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Small-Cap Growth Funds

Fund family

Morgan Stanley Inst

Fund status

Closed

Fund inception

January 2, 1996

Manager

Team Managed

Investment Policy

The Fund seeks long-term capital appreciation by investing primarily in growth-oriented equity securities of small U.S. and foreign companies. The Fund selects issuers from a universe comprised of small capitalization companies, most with market capitalizations ranged between $14.8 million and $8.8 billion.

/news/nonmarketwatch/company/us/mssmx

Other News on MSSMX

Trending Tickers
  • /zigman2/quotes/201786389/composite USA+0.11%
  • /zigman2/quotes/205971581/composite VIXM+1.50%
  • /zigman2/quotes/204412041/composite KMX+0.98%
  • /zigman2/quotes/205782082/composite IT-0.70%
  • /zigman2/quotes/200387963/composite LINK+1.77%
X
Powered by StockTwits
Link to MarketWatch's Slice.