8.0 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.
| Scorecard | |
|---|---|
| Morningstar | 5 / 5 Stars |
| Lipper | 5 5 3 5 2 |
| Zacks Investment Research | 3 (Hold) |
| Standard & Poor's | 4 / 5 Stars |
| TheStreet.com | B+ (Buy) |
Fund Overview
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 forward foreign currency exchange contracts.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 17.6% |
| 1 Year | 1.2% |
| 3 Years (Annualized) | 33.2% |
| 5 Years (Annualized) | 8.0% |
| 10 Years (Annualized) | 9.5% |
Performance
The fund has returned 1.20 percent over the past year, 33.17 percent over the past three years, 7.98 percent over the past five years, and 9.50 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.94 | 2.94 |
| Stocks | 71.34 | 71.34 |
| Bonds | 0.0 | 0.0 |
| Other | 0.68 | 0.68 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 23.89 | 23.89 |
| Convertible | 0.0 | 0.0 |
| Preferred | 1.15 | 1.15 |
Updated 12.31.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 12.31.2011
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Motorola Solutions, Inc. | MSI | 10.26 | 4.4 |
| Intuitive Surgical, Inc. | ISRG | 17.89 | 3.92 |
| Fastenal Company | FAST | 25.71 | 3.63 |
| Edenred SA | EDEN | --- | 3.48 |
| Msilf Money Market Portfolio | --- | --- | 2.94 |
Fees
Morgan Stanley Institutional Mid Cap Growth Fund has an expense ratio of 0.68 percent.
