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Here you can find all mutual funds issued by Morgan Stanley and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Click on any fund in the list to see complete information, including risk and performance analysis.


Issuer: Morgan Stanley
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
MSBDX
Morgan Stanley Global Focus Real Estate PortfolioREITAug 8, 20210.95%
0.74%
2.63%
Morgan Stanley Growth Portfolio Class ILarge Cap Growth EquitiesApr 2, 19910.56%
0.23%
11.75%
0.00%
Morgan Stanley Permanence PortfolioLarge Cap Growth EquitiesApr 5, 20200.85%
8.00%
9.37%
Morgan Stanley Global Endurance PortfolioGlobal EquitiesDec 30, 20181.00%
1.51%
1.80%
Morgan Stanley Institutional Fund Trust High Yield...High Yield BondsFeb 7, 20120.65%
3.00%
3.94%
6.72%
Morgan Stanley Mortgage Securities TrustIntermediate Core-Plus BondJul 28, 19970.72%
1.12%
3.76%
7.63%
Morgan Stanley Institutional Fund, Inc. Global Inf...Energy EquitiesSep 19, 20100.97%
1.94%
4.48%
3.14%
Morgan Stanley Institutional Fund Trust Ultra-Shor...Ultrashort BondApr 28, 20160.35%
2.22%
5.92%
Morgan Stanley U.S. Real Estate PortfolioREITApr 30, 20170.04%
-0.89%
2.95%
2.12%
Morgan Stanley Pathway Funds Alternative Strategie...MultistrategyFeb 14, 20180.59%
2.38%
3.03%
Morgan Stanley Pathway Funds Emerging Markets Equi...Emerging Markets DiversifiedApr 19, 19940.81%
8.60%
2.29%
2.22%
Morgan Stanley Pathway Funds High Yield FundHigh Yield BondsJul 13, 19980.76%
1.76%
2.61%
6.64%
Morgan Stanley Pathway Funds International Equity ...Foreign Large Cap EquitiesNov 18, 19910.67%
7.79%
5.17%
1.90%
Morgan Stanley Pathway Funds International Fixed I...Global BondsNov 17, 19910.88%
0.45%
2.11%
0.84%
Morgan Stanley Pathway Funds Core Fixed Income Fun...Intermediate Core BondNov 18, 19910.54%
-1.59%
1.29%
4.08%
Morgan Stanley Pathway Funds Inflation-Linked Fixe...Inflation-Protected BondsMar 7, 20160.86%
0.00%
2.76%
Morgan Stanley Pathway Funds Large Cap Equity FundLarge Cap Blend EquitiesNov 18, 19910.47%
10.58%
11.67%
5.42%
Morgan Stanley Pathway Funds Municipal Bond FundMunicipal BondsNov 17, 19910.71%
0.06%
1.86%
3.29%
Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed...Ultrashort BondMar 8, 20160.62%
2.36%
3.14%
Morgan Stanley Pathway Funds Small-Mid Cap Equity ...Mid Cap Growth EquitiesNov 18, 19910.58%
5.03%
10.25%
0.89%

21–40 of 41

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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