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Morgan Stanley Inst Inception C (MSCOX)

9.49 -0.48 (-4.81%)
At close: 8:02:55 PM EDT
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  • Previous Close 9.97
  • YTD Return 7.60%
  • Expense Ratio 2.10%
  • Category Small Growth
  • Last Cap Gain -264.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Net Assets 222.67M
  • Beta (5Y Monthly) 1.75
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 97.00%
  • Last Dividend 0.06
  • Inception Date Nov 1, 1989

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.

Morgan Stanley

Fund Family

Small Growth

Fund Category

222.67M

Net Assets

1989-11-01

Inception Date

Performance Overview

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Trailing returns as of 10/15/2026. Category is Small Growth.

YTD Return

MSCOX
7.60%
Category
12.40%

1-Year Return

MSCOX
7.19%
Category
55.69%

3-Year Return

MSCOX
16.86%
Category
19.34%

5-Year Return

MSCOX
6.70%
Category
20.72%

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Holdings

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Top 10 Holdings (55.35% of Total Assets)

Symbol Company % Assets
agilon health, inc. 9.08%
Cloudflare, Inc. 8.93%
Opendoor Technologies Inc. 7.37%
Aurora Innovation, Inc. 6.56%
IonQ, Inc. 5.86%
X4 Pharmaceuticals, Inc. 3.81%
HealthEquity, Inc. 3.60%
Celsius Holdings, Inc. 3.53%
Immunovant, Inc. 3.43%
GRAIL, Inc. 3.19%

Sector Weightings

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