Nasdaq - Delayed Quote USD

Morgan Stanley Inst Inception L (MSSLX)

8.27
-0.06
(-0.72%)
As of 8:06:41 AM EDT. Market Open.

Top 10 Holdings (60.01% of Total Assets)

SymbolCompany% Assets
Global-E Online Ltd. 8.29%
Peloton Interactive, Inc. 8.01%
Cloudflare, Inc. 7.36%
Morgan Stanley Institutional Liquidity Funds - Treasury Portfolio 6.64%
Affirm Holdings, Inc. 5.87%
Roivant Sciences Ltd. 4.89%
ZoomInfo Technologies Inc. 4.88%
BILL Holdings, Inc. 4.70%
IonQ, Inc. 4.70%
Oddity Tech Ltd. 4.66%
Get Quotes for Top Holdings

Sector Weightings

SectorMSSLX
Technology   48.95%
Consumer Cyclical   23.40%
Healthcare   18.56%
Industrials   3.49%
Consumer Defensive   2.86%
Financial Services   1.16%
Energy   1.00%
Real Estate   0.39%
Basic Materials   0.20%
Communication Services   0.00%
Utilities   0.00%

Overall Portfolio Composition (%)

Cash 9.74%
Stocks 87.70%
Bonds 0.00%
Others 0.00%
Preferred 2.57%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average MSSLX Category Average
Price/Earnings 0 34.63
Price/Book 0.26 5.39
Price/Sales 0.46 3.86
Price/Cashflow 0.04 22.99
Median Market Cap 6,014.55 5,964.6
3 Year Earnings Growth 0 15.48

Bond Holdings

Performance & Risk

YTD Return -3.03%
5y Average Return 9.12%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.46
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Morgan Stanley
Net Assets 325.1M
YTD Return -4.07%
Yield 1.09%
Morningstar Rating
Inception Date Jan 02, 1996

Fund Summary

The fund will, under normal circumstances, seek to achieve its investment objective by investing primarily in established and emerging companies with capitalizations within the range of companies included in the Russell 2000® Growth Index. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis. The Adviser may invest up to 25% of the fund's total assets in foreign securities.

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