4 / 5 Stars
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.35 percent over the past year, and 17.00 percent over the past three years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||9.7%|
|3 Years (Annualized)||17.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests primarily in established companies with capitalizations within the range of companies included in the Russell 1000® Growth Index. It may invest in foreign securities, which may include emerging market securities. The fund's equity investments may include common and preferred stocks, convertible securities and equity-linked securities, rights and warrants to purchase common stocks, depositary receipts, exchange-traded funds ("ETFs"), limited partnership interests and other specialty securities having equity features. It may invest in privately placed and restricted securities.
Fees are High compared to funds in the same category.
Morgan Stanley Institutional Advantage Portfolio has an expense ratio of 1.30 percent.
Risk is Low compared to funds in the same category according to Morningstar.