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Morgan Stanley Inst Growth A MSEGX

Analyst rating as of
NAV / 1-Day Return
28.95  /  5.42 %
Total Assets
5.6 Bil
Adj. Expense Ratio
Expense Ratio
Fee Level
Longest Manager Tenure
18.43 years
Large Growth
Investment Style
Mid Growth
Min. Initial Investment
TTM Yield

Morningstar’s Fund Analysis MSEGX

Will MSEGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Morgan Stanley Institutional Growth Wraps Up an Ugly Year

Analyst Note


Morgan Stanley Institutional Growth is wrapping up one of the worst years in its history. The institutional shares were down 55.6% for the year to date through November, landing in the large-growth Morningstar Category’s basement. It’s no surprise that this aggressive growth strategy has struggled mightily, as high-growth stocks have gotten hammered in an environment where interest rates have risen and technology stocks have faced a reckoning after years of unfettered appreciation. Even so, the magnitude of underperformance is ugly, with the fund losing significantly more than the Russell 1000 Growth Index’s 23.3% decline. More than half of the portfolio’s holdings lost more than half their value during the period. While Morningstar risk factor attribution indicates the portfolio’s focus on highly volatile stocks was a headwind, stock-specific issues, including large positions in top holdings Shopify, Snowflake, Cloudflare, and Roblox, especially stung. Its position in Grayscale Bitcoin Trust didn’t help.

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