Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
1.33% 15.50B 0.00% 87.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
793.07M 110.8% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital appreciation by investing primarily in growth-oriented equity securities of large capitalization companies. The fund invests primarily in established and emerging companies, with capitalizations within the range of companies included in the Russell 1000® Growth Index. It may invest up to 25% of its total assets in foreign securities.
General
Security Type Mutual Fund
Oldest Share Symbol MSEQX
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Prospectus Objective Growth
Fund Owner Firm Name Morgan Stanley
Prospectus Benchmark Index
Russell 1000 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David Cohen 16.27 yrs
Dennis Lynch 16.27 yrs
Sandeep (Sam) Chainani 16.27 yrs
Alexander Norton 15.19 yrs
Jason Yeung 13.01 yrs
Armistead Nash 12.01 yrs

Net Fund Flows Versus Category

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 8
793.07M
-20.24B Category Low
20.18B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of September 30, 2020

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
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% Rank in Cat (NAV)
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As of October 16, 2020. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
YTD
47.44%
5.72%
10.85%
-2.72%
42.69%
6.89%
22.22%
98.50%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
9.45%
50.03%
5.25%
8.31%
-3.60%
48.24%
12.47%
33.48%
103.4%
47.22%
10.41%
6.95%
0.84%
31.60%
-0.64%
35.18%
60.43%
35.00%
10.46%
8.89%
0.75%
32.49%
-0.47%
34.27%
60.67%
36.97%
7.28%
12.47%
2.72%
31.96%
3.61%
26.44%
63.08%
As of October 16, 2020.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (10-16-20) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio --
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of June 30, 2020

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of June 30, 2020

Asset Allocation

As of June 30, 2020.
Type % Net % Long % Short
Cash 3.69% Upgrade Upgrade
Stock 95.69% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.35% Upgrade Upgrade
Other 0.26% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
Shopify Inc A 7.31% 1397.76 -0.72%
Amazon.com Inc 5.66% 3225.00 -1.46%
Zoom Video Communications Inc 5.52% 576.96 3.21%
Spotify Technology SA 5.48% 261.50 -0.40%
Square Inc A 5.25% 188.00 0.89%
Veeva Systems Inc Class A 4.66% 302.22 -1.32%
Twilio Inc A 4.51% 326.50 0.01%
Okta Inc A 4.45% 241.80 -0.88%
Slack Technologies Inc Class A 3.87% 32.30 0.16%
Uber Technologies Inc 3.73% 34.35 1.87%

Fees & Availability

Fees
Actual 12B-1 Fee Upgrade
Actual Management Fee Upgrade
Administration Fee Upgrade
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors No
Open to Existing Investors No
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital appreciation by investing primarily in growth-oriented equity securities of large capitalization companies. The fund invests primarily in established and emerging companies, with capitalizations within the range of companies included in the Russell 1000® Growth Index. It may invest up to 25% of its total assets in foreign securities.
General
Security Type Mutual Fund
Oldest Share Symbol MSEQX
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Prospectus Objective Growth
Fund Owner Firm Name Morgan Stanley
Prospectus Benchmark Index
Russell 1000 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David Cohen 16.27 yrs
Dennis Lynch 16.27 yrs
Sandeep (Sam) Chainani 16.27 yrs
Alexander Norton 15.19 yrs
Jason Yeung 13.01 yrs
Armistead Nash 12.01 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (10-16-20) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio --
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of June 30, 2020

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of June 30, 2020

Fund Details

Key Dates
Inception Date 4/27/2012
Last Annual Report Date 12/31/2019
Last Prospectus Date 4/30/2020
Share Classes
MGHRX Other
MGRPX Inst
MSEGX A
MSEQX Inst
MSGUX C
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No