4 / 5 Stars
4 4 3 5 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#43 in Mid-Cap Growth
U.S. News evaluated 222 Mid-Cap 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 31.10 percent over the past year, 11.28 percent over the past three years, 25.57 percent over the past five years, and 11.34 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.5%|
|3 Years (Annualized)||11.3%|
|5 Years (Annualized)||25.6%|
|10 Years (Annualized)||11.3%|
The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in common stocks of mid cap companies. It seeks to invest in high quality companies it believes have sustainable competitive advantages and the ability to redeploy capital at high rates of return. The fund may invest up to 25% of its net assets in securities of foreign issuers, including issuers located in emerging market or developing countries. It may invest in privately placed securities. In addition, the Portfolio may invest in convertible securities. It may utilize foreign currency forward exchange contracts.
Fees are High compared to funds in the same category.
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio has an expense ratio of 0.95 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.