Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
Morgan Stanley Inst Inception A MSSMX
- NAV / 1-Day Return 7.53 / −0.13 %
- Total Assets 342.2 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.350%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 72%
USD | NAV as of Jun 12, 2024 | 1-Day Return as of Jun 12, 2024, 12:12 AM GMT+0
Morningstar’s Analysis MSSMX
Will MSSMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 59.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Cloudflare Inc | 9.22 | 38.8 Mil | Technology |
Carvana Co Class A | 8.41 | 35.4 Mil | Consumer Cyclical |
Samsara Inc Ordinary Shares - Class A | 7.32 | 30.8 Mil | Technology |
Affirm Holdings Inc Ordinary Shares - Class A | 6.12 | 25.8 Mil | Technology |
Global E Online Ltd | 5.51 | 23.2 Mil | Consumer Cyclical |
On Holding AG | 5.31 | 22.3 Mil | Consumer Cyclical |
MicroStrategy Inc Class A | 5.01 | 21.1 Mil | Technology |
Procore Technologies Inc | 4.68 | 19.7 Mil | Technology |
Maplebear Inc | 4.63 | 19.5 Mil | Consumer Cyclical |
BILL Holdings Inc Ordinary Shares | 3.68 | 15.5 Mil | Technology |