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

Mutual Fund · Currency in USD · Last updated Jul 17, 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.

Sortino 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 Sortino 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 Jul 17, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
SVPFXGoldman Sachs Strategic Volatility Premium Fund4.26
POGSXPin Oak Equity4.15
MISEXMidas Magic3.70
VPCCXVanguard PRIMECAP Core Fund3.64
GTLOXGlenmede Quantitative U.S. Large Cap Core Equity Portfolio3.52
STFGXState Farm Growth Fund3.47
ARTNXArtisan Select Equity Fund3.46
POGRXPRIMECAP Odyssey Growth Fund3.45
VPMAXVanguard PRIMECAP Fund Admiral Shares3.44
FTZIXFuller & Thaler Behavioral Unconstrained Equity Fund3.43
TLGUXMorgan Stanley Pathway Funds Large Cap Equity Fund—

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows TLGUX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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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