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Morgan Stanley Inst Inception A (MSSMX)
10.68
+0.25
(+2.40%)
At close: November 6 at 8:09:04 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.95% |
|---|---|
| 5y Average Return | -8.01% |
| Number of Years Up | 19 |
| Number of Years Down | 10 |
| Best 1Y Total Return (Nov 6, 2026) | 149.86% |
| Worst 1Y Total Return (Nov 6, 2026) | -- |
| Best 3Y Total Return | 149.86% |
| Worst 3Y Total Return | -15.64% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MSSMX
Category
- YTD
- 1.42%
- 12.40%
- 1-Month
- -6.37%
- 3.37%
- 3-Month
- -0.28%
- 4.88%
- 1-Year
- -13.82%
- 55.69%
- 3-Year
- 20.76%
- 19.34%
- 5-Year
- -7.71%
- 20.72%
- 10-Year
- 12.84%
- 13.98%
- Last Bull Market
- -4.86%
- 27.85%
- Last Bear Market
- -36.28%
- -24.06%
Annual Total Return (%) History
Year
MSSMX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-14.18% | 24.23% | 1.60% | -- |
|
2025
|
-10.76% | 16.33% | 12.29% | -13.56% |
|
2024
|
2.92% | -11.58% | 8.29% | 31.05% |
|
2023
|
21.01% | 17.98% | -6.96% | 16.10% |
|
2022
|
-26.29% | -36.28% | -1.13% | -12.94% |
|
2021
|
23.55% | 11.05% | -16.23% | -16.21% |
|
2020
|
-17.04% | 72.95% | 19.57% | 45.64% |
|
2019
|
30.47% | 6.09% | -9.97% | 9.71% |
|
2018
|
2.67% | 13.11% | 7.76% | -20.07% |
|
2017
|
6.14% | 8.44% | -1.30% | 7.01% |
Rank in Category (By Total Return)
| YTD | 92 |
| 1-Month | 96 |
|---|---|
| 3-Month | 15 |
| 1-Year | 100 |
| 3-Year | 25 |
| 5-Year | 99 |
Load Adjusted Returns
| 1-Year | -18.34% |
| 3-Year | 18.61% |
|---|---|
| 5-Year | -8.70% |
| 10-Year | 12.24% |
Performance & Risk
| YTD Return | 0.95% |
| 5y Average Return | -8.01% |
| Rank in Category (ytd) | 92 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.72 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Morgan Stanley |
| Net Assets | 204.4M |
| YTD Return | 1.42% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 01, 1989 |
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.
