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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.62% -0.03% 678.57M 18358.43
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.12% 45.00% 27.97M Upgrade

Basic Info

Investment Strategy
The Fund seeks capital appreciation by investing in the equity securities of small-mid capitalization companies or in other investments with similar economic characteristics. The Fund defines small-mid cap companies as companies with market caps not exceeding the highest month-end market cap value of any stock.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Small-Cap Core Funds
Global Macro Equity North America
US Macro Small-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Small-Cap Funds
Fund Owner Firm Name Morgan Stanley
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.51%
-9.22%
23.15%
16.01%
24.12%
-16.81%
17.25%
11.14%
13.39%
-12.49%
24.43%
11.59%
19.53%
-14.65%
20.76%
9.75%
8.89%
-8.61%
22.96%
12.43%
29.29%
-14.40%
15.86%
8.06%
11.71%
--
26.72%
4.90%
27.69%
-11.39%
10.14%
11.65%
3.31%
As of December 13, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.55%
Stock 96.22%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.23%
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Basic Info

Investment Strategy
The Fund seeks capital appreciation by investing in the equity securities of small-mid capitalization companies or in other investments with similar economic characteristics. The Fund defines small-mid cap companies as companies with market caps not exceeding the highest month-end market cap value of any stock.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Small-Cap Core Funds
Global Macro Equity North America
US Macro Small-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Small-Cap Funds
Fund Owner Firm Name Morgan Stanley
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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