MSEGX is a load fund seeking long-term capital advancements by mainly investing in growth equity securities in large companies. The fund only invests in companies whose advisors believe exhibit compelling business strategies and strong cash flow.
The fund has been running since April 1991 and managed by Morgan Stanley Investment management. Msegx’s main objective is to provide long-term capital growth by investing in growth equities. At least 80% of the fund’s assets are invested in equity securities. The fund distributes dividends quarterly, and net capitalized gains are distributed annually.
The fund mainly invests in established, emerging companies, company’s fitting these criteria are mostly listed in the Russel 1000 growth index. It may also invest up to 25% in foreign securities.
MSEGX Risk
Growth stocks can be volatile compared to other types of stocks and perform differently from the market. Stock markets are highly volatile and can decline in response to adverse news, economic and other developments. If you seek additional risk information on msegx, you can check out the company website here.
MSEGX Load Fund
The fund invests in emerging established companies, with excellent capitalizations primarily included in the Russell 1000 growth index.
What is a load Fund?
Load funds are mutual funds charging sales fees or commissions. No-load funds do not always charge commissions or fees, as long as you invest for at least five years.
MSEGX Performance
The fund has produced 119.65% over the last year; over the past three years, it has produced 36,43%, and over the last five years, it has produced 32%. Throughout the past decade, it has produced 21.77%.
Minimum Investment
If you are interested in this mutual fund, the minimum investment is $3.00K.
If you are looking for more information on msegx, you can head over to Finny to find an overview of MSEGX stock for stock prices, key statistics, and buy or sell analysis or on yahoo finance. For a complete overview, you can find all the information on msegx in one place.
If you are looking to buy or sell MSEGX or are interested in the fact sheet, learn about the alternatives. This detailed review will discover the critical questions on this fund, providing you with an overall objective in this msegx fund.
Morgan Stanley Institutional Fund (MSEGX)
The fund mainly seeks long-term capital appreciation by investing in growth-orientated securities of large-capitalization companies. The fund will only invest in the companies the advisor believes exhibit compelling business strategies and strong cash flow.
MSEGX Top Holdings
The fund’s top holdings include 30 equities and 0 bond holdings, including Shopify Inc. at 7.31%, amazon.com at 5.66%, zoom video communications at 5.52%, Spotify technology at 5.48%, Square Inc at 5.25%, and Veeva Systems Inc at 4.66%. These are the top 6 companies representing the fund’s assets.
Performance of MSEGX
MSEGX, throughout the last ten years, has had seven up years and two down years. The following returns have been realized with a 1-month return at 0.19%, 3-month returns of 15.93%, 1-year returns at 15.93%, and 5-year returns at 36.01%
Expense Ratios
The expense ratios are the total percentage of assets used for management, administration, and any other expenses. MSEGX has a ratio of 0.83%
Sharpe Ratio
The Sharpe ratio was developed for investors to understand the return on investment in comparison to its risk. A good Sharpe ratio is usually greater than 1.0, and anything above 3.0 is excellent.
Ratios under 1.0 are usually considered sub-optimal. MSEGX 3-year Sharpe ratio is 1.24, and the 5-year Sharpe ratio is 1.21
Analysis
MSEGX Main Strengths
The fund’s 3-year return is 40.21%, higher than most 3-year returns for the Russel 1000 growth index, delivering 21.49%.
The fund’s 5-year return delivered 36.01% compared to the same period for the Russel 1000 growth index of 23.76%
MSEGX Weakness
Looking at the expense ratio at 0.83%, the fund may seem expensive to you, and does it match your investment strategy?
The funds front end sales fee is 0.25%, and the maximum front end load fee is 5.25%. Those fees are subtracted from your total investment assets.
What Are The Alternatives
As investors, there are always alternatives that we can consider; MSEGX and CPOAX are both mutual funds. You will find that MSEGX offers a lower 5-year return of 36.01% compared to CPOAX at 40.37%.
You will also find that MSEGX has a lower expense ratio at 0.83%, while CPOAX has 1.16%.
CPOAX
The mutual fund seeks long-term appreciation. Primarily under normal circumstances, the funds are invested in a portfolio of common stocks with market capitalizations, compromising the Russel 3000 growth index.
MSEGX Comparison to ARKK
ARKK is an exchange-traded fund, whereas MSEGX is a mutual fund. You will notice that MSEGX has a lower 5-year return of 36.01%, compared to ARKK, having a 54.91% return. MSEGX does have a higher expense ratio at 0.83%, while ARKK has 0.75%.
ARKK
The fund seeks long-term growth. The fund is an exchange-traded fund investing under normal circumstances. 65% of its assets are invested in domestic and foreign equity securities, including companies that have investment themes of disruptive innovation.
Pros And Cons Investing In Mutual Funds
Pros
The most significant benefit offered by mutual funds is their diversification, meaning that you buy one fund and have access to hundreds of stocks or bonds. Most traders who aim to diversify their portfolios have to buy individual securities, which will ultimately expose you to more volatility.
Mutual funds are professionally managed, which can be advantageous to the investor, meaning that they do not have to buy individual stocks because investing in stocks can take up resources and time. Professional fund managers dedicate their time to researching and analyzing securities.
Cons
You can be exposed to different risk areas when portfolio rebalancing might cause asset allocations, meaning that mutual funds can grow to a large proportion of the portfolio.
As you gain experience acquiring more wealth, you may outgrow mutual funds. Being in a greater wealth position will mean that you can buy individual stocks, achieving adequate diversification. With more knowledge comes the confidence to do it yourself.
Summary
MSEGX is a load fund seeking long-term capital advancements by mainly investing in growth equity securities in large companies. The fund’s main objective is to deliver long-term capital growth by investing in growth equities.
The fund invests in emerging established companies, with excellent capitalizations primarily included in the Russell 1000 growth index. The fund has produced 119.65% over the last year; over the past three years, it has produced 36,43%, and over the last five years, it has produced 32%.
Most traders who aim to diversify their portfolios have to buy individual securities, which will ultimately expose you to more volatility. Mutual funds are professionally managed, which can be advantageous to the investor, meaning that they do not have to buy individual stocks.
Mutual funds can often grow to a large proportion of the portfolio. As you gain experience acquiring more wealth, you may outgrow mutual funds.
MSEGX may fit your trading strategy and objectives; we have discussed the company overviews, performance, key ratios, and strategies. We also looked into a few alternatives, providing good performance, and discovered some of the pros and cons of investing in mutual funds.
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