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Morgan Stanley Inception Portfolio;A

NAS: MSSMX

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/zigman2/quotes/201542744/realtime

$

10.49

Change

-0.13 -1.22%

Jan 19, 2022

YTD return

-20.53%

5 yr avg return

25.20%

Total net assets

451.60M

52 week low

52 week high

$10.49

$30.66

Yield

0.22%

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

0.03

Dividend freq.

Annually

Capital gain (2021)

4.76

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.73

Beta

1.34

Standard deviation

11.75

R. squared

0.35

Min. Investment

Standard (taxable)

1000

IRA

n/a

Compare:
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/news/latest/company/us/mssmx

MarketWatch News on MSSMX

Lipper Leader

Total Return: 5 Consistent Return: 2 Preservation: 1 Tax Efficiency: 1 Expense: 3

YTD Lipper Ranking: Quintile 5 (100th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -20.53% -11.69% -4.80% 100% 5
1yr -33.17% -8.00% 21.00% 99% 5
3yr 33.09% 16.22% 21.40% 1% 1
5yr 25.20% 14.39% 17.00% 1% 1
10yr 16.34% 12.86% 15.5% 3% 1

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$90,433

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

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