4 / 5 Stars
4 4 2 4 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#22 in Small Growth
U.S. News evaluated 213 Small 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 23.39 percent over the past year, 14.46 percent over the past three years, 7.87 percent over the past five years, and 11.24 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||16.0%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||7.9%|
|10 Years (Annualized)||11.2%|
The investment seeks long-term capital appreciation by investing primarily in growth-oriented equity securities of small capitalization companies. The fund invests primarily in established and emerging companies from a universe comprised of small capitalization companies, most with market capitalizations of generally less than $4 billion. It normally invests at least 80% of assets in equity securities of small capitalization companies. The fund may invest up to 25% of the Portfolio's net assets in foreign securities. It may utilize foreign currency forward exchange contracts, which are derivatives, in connection with its investments in foreign securities.
Fees are Above Average compared to funds in the same category.
Morgan Stanley Institutional Small Company Growth Portfolio has an expense ratio of 1.05 percent.
Risk is Average compared to funds in the same category according to Morningstar.