3 / 5 Stars
5 5 2 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#98 in Large Growth
U.S. News evaluated 464 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 35.67 percent over the past year, 15.86 percent over the past three years, 22.02 percent over the past five years, and 9.91 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.7%|
|3 Years (Annualized)||15.9%|
|5 Years (Annualized)||22.0%|
|10 Years (Annualized)||9.9%|
The investment seeks long-term capital appreciation by investing primarily in growth-oriented equity securities of large capitalization companies. The fund invests primarily in established and emerging companies, with capitalizations within the range of companies included in the Russell 1000® Growth Index. It may invest up to 25% of the Portfolio's net assets in foreign securities. The fund may utilize foreign currency forward exchange contracts, which are derivatives, in connection with its investments in foreign securities.
Fees are Average compared to funds in the same category.
Morgan Stanley Institutional Fund, Inc. Growth Portfolio has an expense ratio of 0.95 percent.
Risk is High compared to funds in the same category according to Morningstar.