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Fund Intelligence | Best Managers | MPEGX Insights | MPEGX Score | MPEGX Performance | MPEGX Manager | MPEGX News | MPEGX Allocation | MPEGX Holdings Change

Mutual Fund Insights: Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX)

In-depth Analysis of Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX)

Mutual fund chart: Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX)

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See Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) performance details as of January 31, 2010

  

    Last Trade: $29.66 on 3/10/2010, Change: +0.22 (0.75%)
Experiment our closing price forecasting tool for Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) (alpha release)

  

Fund Manager - Dennis P. Lynch

Fund Manager Tenure: 8.1 years
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)
Dennis joined Morgan Stanley in 1998 and has 15 years of investment experience. He is the team leader for New York based Growth investing. Prior to joining the Firm, he worked as a sell side analyst for JP Morgan Securities. Dennis received a BA from Hamilton College in Political Science and an MBA, with honors, from Columbia University in Finance.  Get more insights on Dennis P. Lynch

  

What we like about Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) What we like about Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX)

Data for Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) as of January 31, 2010

  • Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) management has been with Morgan Stanley Inst Mid Cap Growth I Fund for 8.1 years
  • Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) has good short-term performance (1-year return 61.37% vs 39.73% Mid-Cap Growth category average)
  • Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) has good mid-term performance (3-year return -2.07% vs -5.54% Mid-Cap Growth category average)
  • Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) has good Long-term performance (5-year return 5.63% vs 1.43% Mid-Cap Growth category average)
  • Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) ratio of up-years vs down years is greater than 2
  • Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) has a Morningstar rating of 4 and above
  • Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) has an annual stock turnover rate of 27.00% vs Mid-Cap Growth average of 138.22%. It is good that Morgan Stanley Inst Mid Cap Growth I management does not trade extensively for its return.
  • Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) has a lower management fee than its Mid-Cap Growth average: 0.73% vs 1.46%
  • Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) What we are cautious about Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX)

Data for Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) as of January 31, 2010

  • Morgan Stanley Inst Mid Cap Growth I Fund is a focused fund with 34.50% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.12 that is higher than category average of 23.72
See Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Growth category?

Below are some additional Mid-Cap Growth mutual funds generated out of our database

  

Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) Net Asset

Track net asset change of Morgan Stanley Inst Mid Cap Growth I fund (MPEGX)

DateNet Asset
01/2010$2.07B
11/2009$2.05B
10/2009$1.94B
More historic net asset information on Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX)

  

Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Inst Mid Cap Growth I fund (MPEGX)

DateCashStockBondOther
09/20096.95%93.05%0%0%
06/20094.47%94.97%0%0.56%
03/20091%123.69%0%0.74%
Click here to see more historic asset allocation information on Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX)

  

Most Recent Top 10 Holdings in Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX)

Discover what Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX) manager is buying

30-Sep-09
SOUTHWESTERN ENERGY [4.49%]
Msilf Money Mkt Portfolio [4.47%]
Tencent Holdings Ltd. [4.02%]
ULTRA PETROLEUM CORP [3.91%]
Illumina, Inc. [3.86%]
Baidu, Inc. [3.59%]
Ctrip.com International, Ltd. [3.2%]
Li & Fung Ltd. [2.87%]
Expeditors International of Was [2.74%]
Redecard S.A. [2.6%]

30-Jun-09
SOUTHWESTERN ENERGY [4.49%]
Msilf Money Mkt Portfolio [4.47%]
Tencent Holdings Ltd. [4.02%]
ULTRA PETROLEUM CORP [3.91%]
Illumina, Inc. [3.86%]
Baidu.com, Inc. [3.59%]
Ctrip.com International, Ltd. [3.2%]
Li & Fung Ltd. [2.87%]
Expeditors International of Was [2.74%]
Redecard S.A. [2.6%]

31-Mar-09
Illumina, Inc. [4.83%]
ULTRA PETROLEUM CORP [4.72%]
SOUTHWESTERN ENERGY [4.53%]
Tencent Holdings Ltd. [4.29%]
Li & Fung Ltd. [3.3%]
MARTIN MARIETTA MTRL [3.11%]
Expeditors International of Was [3.05%]
Techne Corporation [2.85%]
Baidu, Inc. [2.76%]
Redecard S.A. [2.7%]
Click here for Stock Holding Change Map in Morgan Stanley Inst Mid Cap Growth I Fund (MPEGX)

  

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