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Morgan Stanley Institutional Fund, Inc Capital Growth Ptf, Cl I: (MF: MSEQX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$56.82 USD
+1.99 (3.63%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -10.58 | 88 |
| 3 months | -10.58 | 88 |
| 6 months | 14.41 | 1 |
| 1 Year | 22.00 | 1 |
| 3 Year | 2.16 | 85 |
| 5 Year | 11.96 | 87 |
| 10 Year | 12.79 | 13 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 127.03 |
| Bear Market (10/07 - 2/09) | -56.33 |
| Bull Market (2/09 - 3/21) | 1,553.04 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 22.00 |
| 5 Year | 11.95 |
| 10 Year | 12.80 |
| Since Inception | 11.20 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.58 | NA | NA | NA |
| 2024 | 7.47 | -6.73 | 14.33 | 27.94 |
| 2023 | 17.56 | 12.57 | -6.20 | 21.04 |
| 2022 | -26.72 | -41.20 | 3.34 | -10.93 |
| 2021 | -1.78 | 15.04 | -4.30 | -7.13 |
| 2020 | -3.84 | 58.31 | 21.55 | 16.50 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -10.58 | 46.62 | 50.25 | -60.34 | 0.42 | 115.58 | 23.17 | 7.65 | 43.79 | -1.91 | 11.92 |
| % Total Return Rel to Index | -6.31 | 21.60 | 24.00 | -42.13 | -28.26 | 97.17 | -8.31 | 12.05 | 21.99 | -13.85 | 10.53 |
| % Total Return Rel to Peer | -5.55 | 27.23 | 27.25 | -40.64 | -21.63 | 95.66 | -5.25 | 14.51 | 23.11 | -9.73 | 13.52 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 5.00 | 1.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.52 | 0.76 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 0.61 | 0.53 | 0.64 | 0.56 | 0.54 | 0.58 | 0.58 | 0.61 | 0.63 | 0.61 |
* 1 = Top 20%, 5 = Bottom 20%