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Morgan Stanley Institutional Fund, Inc Capital Growth Ptf, Cl I: (MF: MSEQX)

(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET

$61.32 USD

+0.68 (1.12%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2025

Total Return %* Percentile Rank Objective
YTD -1.83 15
3 months -11.17 73
6 months 16.91 1
1 Year 47.94 1
3 Year 14.57 9
5 Year 9.88 84
10 Year 13.64 7

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 127.03
Bear Market (10/07 - 2/09) -56.33
Bull Market (2/09 - 3/21) 1,553.04

Load Adjusted Returns as of Apr 30, 2025

1 Year 22.00
5 Year 11.95
10 Year 12.80
Since Inception 11.20

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -10.58 NA NA NA
2024 7.47 -6.73 14.33 27.94
2023 17.56 12.57 -6.20 21.04
2022 -26.72 -41.20 3.34 -10.93
2021 -1.78 15.04 -4.30 -7.13
2020 -3.84 58.31 21.55 16.50

Annual Return

20252024202320222021202020192018201720162015
% Total Return -1.8346.6250.25-60.340.42115.5823.177.6543.79-1.9111.92
% Total Return Rel to Index 3.0821.6024.00-42.13-28.2697.17-8.3112.0521.99-13.8510.53
% Total Return Rel to Peer 3.6327.2327.25-40.64-21.6395.66-5.2514.5123.11-9.7313.52
% Perf Quintile vs Peer* 0.000.001.005.005.001.005.001.001.005.001.00
% Dividends 0.000.300.000.000.000.000.000.000.000.000.00
% Yield 0.000.520.760.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.004.2918.008.564.963.318.814.473.05
Expense Ratio 0.000.610.530.640.560.540.580.580.610.630.61

* 1 = Top 20%, 5 = Bottom 20%