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Morgan Stanley Institutional Fd Growth Ptf Cl L: (MF: MSHLX)

(NASDAQ Mutual Funds) As of May 27, 2026 05:32 PM ET

$51.15 USD

+0.55 (1.09%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD -8.52 98
3 months -0.14 88
6 months -16.31 99
1 Year 15.65 83
3 Year 30.72 2
5 Year -1.36 96
10 Year 14.82 26

* 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 Apr 30, 2026

1 Year 17.19
5 Year -1.90
10 Year 13.87
Since Inception 13.43

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -15.52 NA NA NA
2025 -10.74 32.70 13.15 -7.60
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return -8.5223.8245.5249.10-60.63-0.30114.0122.236.8842.65-2.72
% Total Return Rel to Index -11.185.6020.4922.86-42.43-28.9895.61-9.2511.2720.86-14.66
% Total Return Rel to Peer -11.8511.1126.1226.10-40.93-22.3694.10-6.1913.7421.97-10.54
% Perf Quintile vs Peer* 5.001.001.001.005.005.001.005.001.001.005.00
% Dividends 0.000.000.050.000.000.000.000.000.000.000.00
% Yield 0.000.000.110.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.004.2918.008.564.963.318.814.47
Expense Ratio 0.001.391.361.281.361.281.291.321.311.421.45

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