Mutual Funds - Profile

Morgan Stanley Mid Cap Growth Portfolio

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long-term by investing in mid-size companies in the United States.

The investment process begins with fundamental analysis and quantitative research to identify high-quality established and emerging companies in the benchmark index with above-average earnings growth, strong free cash flow generation, rising returns on invested capital.

Next, the team with the help of qualitative research looks for companies with durable competitive advantages and sustainable business model and earnings growth.

The team also considers environmental, social and governance (ESG) factors when assessing investment opportunities.

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Price

  • Last Close
  • $21.73
    -0.36
  • 52 Week HL
  • $47.25 - $21.73
  • Net Assets
  • $5100 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jan 31, 2021

Top 10 Holdings
Feb 26, 2021

Company Holding
Fastly Inc 5.20
Twilio Inc 4.56
Pinterest Inc 4.52
Skillz Inc 3.52
Veeva Systems 3.40
Company Holding
Royalty Pharma 3.26
MongoDB Inc 3.23
Twitter Inc 3.13
Covetrus Inc 2.79
Zoominfo Technologies 2.61
Total 36.22%

Manager

  • Name
  • Dennis Lynch
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-23.3 % YTD

  • 3 Year
  • 13.3%
  • 5 Year
  • 107.54%
  • Best
  • 125.39%
    2020
  • Worst
  • -47.22%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
MPEGX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -18.8% -2.2% -6.2% 26.5% 8.4% 12.5% -9.6% 3% 0.1% 9.2% -
Q2 - 9.8% 69.8% 12.5% 15.8% 13.2% 2.2% -0.5% 0.1% 5.9% -
Q3 - -3.2% 25% -9.7% 11.9% 2.4% 5.2% -10.8% -1.5% 9.5% -
Q4 - -37% 13.2% -3.7% -17.2% 6.2% -11% 3.2% 2.4% 8.7% -

Returns +
M

J F M A M J J A S O N D
2022 -23.3% - - - - - - - - - - -
2021 8.6% 2.4% -12% 2.9% -5.4% 12.9% -5.5% 0.8% 1.6% 0.4% -1.1% -36.5%

Annual
Return

Index Comparison

Alpha

NAV