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Mutual Fund Insights: Morgan Stanley Inst Capital Growth P Fund (MSEGX)

In-depth Analysis of Morgan Stanley Inst Capital Growth P Fund (MSEGX)

Mutual fund chart: Morgan Stanley Inst Capital Growth P Fund (MSEGX)

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See Morgan Stanley Inst Capital Growth P Fund (MSEGX) performance details as of January 31, 2010

  

    Last Trade: $20.13 on 3/12/2010, Change: -0.02 (-0.1%)
Experiment our closing price forecasting tool for Morgan Stanley Inst Capital Growth P Fund (MSEGX) (alpha release)

  

Fund Manager - Dennis P. Lynch

Fund Manager Tenure: 5.7 years   [Similar Funds: MSEQX  MSAGX ]
Fundmojo Fund Grade: B (Score: 0.69)     (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 Capital Growth P Fund (MSEGX) What we like about Morgan Stanley Inst Capital Growth P Fund (MSEGX)

Data for Morgan Stanley Inst Capital Growth P Fund (MSEGX) as of January 31, 2010

  • Morgan Stanley Inst Capital Growth P Fund (MSEGX) management has been with Morgan Stanley Inst Capital Growth P Fund for 5.7 years
  • Morgan Stanley Inst Capital Growth P Fund (MSEGX) has good short-term performance (1-year return 56.17% vs 35.76% Large Growth category average)
  • Morgan Stanley Inst Capital Growth P Fund (MSEGX) has good mid-term performance (3-year return -3.81% vs -5.20% Large Growth category average)
  • Morgan Stanley Inst Capital Growth P Fund (MSEGX) has good Long-term performance (5-year return 2.98% vs 0.87% Large Growth category average)
  • Morgan Stanley Inst Capital Growth P Fund (MSEGX) ratio of up-years vs down years is greater than 2
  • Morgan Stanley Inst Capital Growth P Fund (MSEGX) has an annual stock turnover rate of 42.00% vs Large Growth average of 109.93%. It is good that Morgan Stanley Inst Capital Growth P management does not trade extensively for its return.
  • Morgan Stanley Inst Capital Growth P Fund (MSEGX) has a lower management fee than its Large Growth average: 0.87% vs 1.33%

  

What we are cautious about Morgan Stanley Inst Capital Growth P Fund (MSEGX) What we are cautious about Morgan Stanley Inst Capital Growth P Fund (MSEGX)

Data for Morgan Stanley Inst Capital Growth P Fund (MSEGX) as of January 31, 2010

  • Morgan Stanley Inst Capital Growth P Fund is a focused fund with 46.27% 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 Capital Growth P Fund (MSEGX) has a Morningstar rating of 3 and below
  • Morgan Stanley Inst Capital Growth P Fund (MSEGX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.34 that is higher than category average of 21.28
  • Even though Morgan Stanley Inst Capital Growth P Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Morgan Stanley Inst Capital Growth P Fund (MSEGX) performance details as of January 31, 2010

  

  

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Morgan Stanley Inst Capital Growth P Fund (MSEGX) Net Asset

Track net asset change of Morgan Stanley Inst Capital Growth P fund (MSEGX)

DateNet Asset
01/2010$93.94M
11/2009$94.62M
10/2009$88.58M
More historic net asset information on Morgan Stanley Inst Capital Growth P Fund (MSEGX)

  

Morgan Stanley Inst Capital Growth P Fund (MSEGX) Portfolio Allocation

Track portfolio allocation change of Morgan Stanley Inst Capital Growth P fund (MSEGX)

DateCashStockBondOther
09/20091.91%98.09%0%0%
06/20090%100%0%0%
03/20096.06%114.05%0%0%
Click here to see more historic asset allocation information on Morgan Stanley Inst Capital Growth P Fund (MSEGX)

  

Most Recent Top 10 Holdings in Morgan Stanley Inst Capital Growth P Fund (MSEGX)

Discover what Morgan Stanley Inst Capital Growth P Fund (MSEGX) manager is buying

30-Sep-09
Amazon.com, Inc. [7.36%]
Google Inc. [7.15%]
Apple Inc. [6.1%]
MONSANTO COMPANY [5.5%]
ULTRA PETROLEUM CORP [4.28%]
BROOKFIELD ASSET MGT [3.77%]
SOUTHWESTERN ENERGY [3.43%]
Tencent Holdings Ltd. [3.15%]
Redecard S.A. [2.91%]
MASTERCARD INC [2.91%]

30-Jun-09
Amazon.com, Inc. [7.36%]
Google Inc. [7.15%]
Apple Inc. [6.1%]
MONSANTO COMPANY [5.5%]
ULTRA PETROLEUM CORP [4.28%]
Brookfield Asset Management, Inc. [3.77%]
SOUTHWESTERN ENERGY [3.43%]
Tencent Holdings Ltd. [3.15%]
Redecard S.A. [2.91%]
MASTERCARD INC [2.91%]

31-Mar-09
Price/Earnings [0%]
N/A [0%]
N/A [0%]
Median Market Cap [0%]
N/A [0%]
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Click here for Stock Holding Change Map in Morgan Stanley Inst Capital Growth P Fund (MSEGX)

  

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