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Morgan Stanley Institutional Fd Growth Ptf Cl L: (MF: MSHLX)
(NASDAQ Mutual Funds) As of Aug 5, 2025 08:00 PM ET
$52.49 USD
-0.45 (-0.85%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 18.44 | 1 |
| 3 months | 32.70 | 1 |
| 6 months | 18.44 | 1 |
| 1 Year | 72.59 | 1 |
| 3 Year | 33.07 | 1 |
| 5 Year | 7.31 | 92 |
| 10 Year | 14.90 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 72.59 |
| 5 Year | 7.30 |
| 10 Year | 14.90 |
| Since Inception | 15.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.74 | 32.70 | NA | NA |
| 2024 | 7.25 | -6.89 | 14.10 | 27.70 |
| 2023 | 17.32 | 12.35 | -6.40 | 20.84 |
| 2022 | -26.84 | -41.31 | 3.16 | -11.12 |
| 2021 | -1.95 | 14.83 | -4.48 | -7.30 |
| 2020 | -3.99 | 58.02 | 21.32 | 16.27 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 18.44 | 45.52 | 49.10 | -60.63 | -0.30 | 114.01 | 22.23 | 6.88 | 42.65 | -2.72 | 10.86 |
| % Total Return Rel to Index | 12.23 | 20.49 | 22.86 | -42.43 | -28.98 | 95.61 | -9.25 | 11.27 | 20.86 | -14.66 | 9.47 |
| % Total Return Rel to Peer | 13.30 | 26.12 | 26.10 | -40.93 | -22.36 | 94.10 | -6.19 | 13.74 | 21.97 | -10.54 | 12.46 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 5.00 | 1.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.11 | 0.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 4.29 | 18.00 | 8.56 | 4.96 | 3.31 | 8.81 | 4.47 | 3.05 |
| Expense Ratio | 0.00 | 1.36 | 1.28 | 1.36 | 1.28 | 1.29 | 1.32 | 1.31 | 1.42 | 1.45 | 1.55 |
* 1 = Top 20%, 5 = Bottom 20%