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Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jun 30, 2026

The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of large capitalization (or "cap") companies or in other investments with similar economic characteristics. The advisor defines large cap companies as companies whose market capitalizations typically fall within the range of the Russell 1000 Index. The fund may invest up to 10% of its assets in the securities of foreign issuers that are not traded on a U.S. exchange or the U.S. over-the-counter market. It may also lend portfolio securities to earn additional income.

Sharpe ratio is not yet available for TLGUX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Morgan Stanley Pathway Funds Large Cap Equity Fund's Sharpe Ratio with other mutual funds in the Large Cap Blend Equities category across multiple time periods, showing how TLGUX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 30, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
VPCCXVanguard PRIMECAP Core Fund3.26
VPMAXVanguard PRIMECAP Fund Admiral Shares3.07
POSKXPrimeCap Odyssey Stock Fund2.82
FTZIXFuller & Thaler Behavioral Unconstrained Equity Fund2.68
GTLOXGlenmede Quantitative U.S. Large Cap Core Equity Portfolio2.62
RESGXGlenmede Responsible ESG U.S. Equity Portfolio2.60
ORDNXNorth Square Preferred and Income Securities Fund2.51
DHAMXCentre American Select Equity Fund2.51
MISEXMidas Magic2.49
STFGXState Farm Growth Fund2.42
TLGUXMorgan Stanley Pathway Funds Large Cap Equity Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows TLGUX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when TLGUX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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