Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio

Scorecard
4 / 5 Stars
Lipper
5 4 3 5 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#67 in Mid-Cap Growth

U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Morgan Stanley funds

See full Mid-Cap Growth rankings

See more fund rankings

Performance

The fund has returned 40.81 percent over the past year, 13.52 percent over the past three years, 28.96 percent over the past five years, and 12.04 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 8.0%
1 Year 40.8%
3 Years (Annualized) 13.5%
5 Years (Annualized) 29.0%
10 Years (Annualized) 12.0%

See more MACGX performance

Summary

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

Fees are Low compared to funds in the same category.
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio has an expense ratio of 0.95 percent.

See more MACGX fees

Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

See more MACGX risk