MSEQX
Morgan Stanley Inst Growth Portfolio Class I
Mutual fund
$70.12+0.55 (+0.79%)Close Oct 2, 2026
Adjusted price
−9.30% total return, past year
Key statistics
- Net assets
- $3.49B
- Expense ratio
- 0.63%
- 52-week range
- $56.62$77.40
- From all-time high
- −38.83%
- Max drawdown
- −69.48%
- Volatility
- 24.91%
- Sharpe ratio
- 0.55
- Beta (5Y monthly)
- 1.52
- First close
- Apr 2, 1991
Returns
Total
- 1M
- +4.5%
- YTD
- +0.3%
- 1Y
- −9.3%
Per year
- 3Y
- +30.8%
- 5Y
- +0.2%
- 10Y
- +15.3%
- 20Y
- +13.0%
- Since 1991
- +11.0%
Fund facts
As of Jun 30, 2026- Holdings
- 35
- Top 10 holdings
- 67.7%
- Stocks
- 92.2%
- Preferred stock
- 4.9%
- Funds
- 1.6%
Sectors
- Information Technology
- 44.0%
- Health Care
- 15.9%
- Consumer Discretionary
- 10.3%
- Industrials
- 9.3%
- Communication Services
- 8.6%
- Other
- 9.0%
Annual returns
1991 from Apr 2 · 2026 through Oct 2