Nasdaq - Delayed Quote USD
Morgan Stanley Inst Inception I (MSSGX)
At close: October 25 at 8:01 PM EDT
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.
Risk Overview
Morningstar Risk Rating | |
Best 1Y Total Return | 150.57% |
Worst 1Y Total Return | -- |
Number of Years Up | 21 |
Number of Years Down | 12 |
Performance & Risk
YTD Return | 3.08% |
5y Average Return | 11.31% |
Rank in Category (ytd) | 99 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.44 |
Morningstar Risk Rating |
Risk Statistics
3 Years | 5 Years | 10 Years | ||||
---|---|---|---|---|---|---|
MSSGX | Category Average | MSSGX | Category Average | MSSGX | Category Average | |
Alpha | -32.05 | -0.02 | -5.65 | 0.01 | -4.82 | -0.02 |
BETA | 1.44 | 0.01 | 1.52 | 0.01 | 1.4 | 0.01 |
Mean Annual Return | -1.28 | 0.02 | 1.51 | 0.02 | 1.15 | 0.01 |
R-squared | 49.32 | 0.78 | 43.55 | 0.73 | 44.47 | 0.73 |
Standard Deviation | 35.81 | 0.26 | 41.42 | 0.21 | 32 | 0.19 |
Sharpe Ratio | -0.54 | 0.01 | 0.38 | 0.01 | 0.38 | 0.01 |
Treynor Ratio | -16.34 | 0.15 | 5.28 | 0.17 | 5.35 | 0.11 |
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