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

Mutual Fund · Currency in USD · Last updated Jun 4, 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 Jun 4, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
VPCCXVanguard PRIMECAP Core Fund5.32
VPMAXVanguard PRIMECAP Fund Admiral Shares5.05
DHAMXCentre American Select Equity Fund4.58
POSKXPrimeCap Odyssey Stock Fund4.48
RESGXGlenmede Responsible ESG U.S. Equity Portfolio4.33
GTLOXGlenmede Quantitative U.S. Large Cap Core Equity Portfolio4.30
ORDNXNorth Square Preferred and Income Securities Fund4.28
SVSPXState Street S&P 500 Index Fund Class N4.24
QCELXAQR Large Cap Multi-Style Fund4.21
AMFEXAAMA Equity Fund4.21
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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