MSEGX vs. TLGUX

Last updated Jun 25, 2026

MSEGX (Morgan Stanley Institutional Growth Portfolio) and TLGUX (Morgan Stanley Pathway Funds Large Cap Equity Fund) are both mutual funds - MSEGX is a Large Cap Growth Equities fund actively managed by Morgan Stanley, while TLGUX is a Large Cap Blend Equities fund managed by Morgan Stanley. MSEGX charges 0.87%/yr vs 0.47%/yr for TLGUX.

Performance

MSEGX vs. TLGUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Morgan Stanley Institutional Growth Portfolio (MSEGX) and Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

MSEGX

• 1D: -0.49%
• 1M: -2.44%
• YTD: -8.48%
• 6M: -12.18%
• 1Y: -2.83%
• 3Y*: 24.66%
• 5Y*: -2.53%
• 10Y*: 16.58%

TLGUX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

MSEGX vs. TLGUX - Yearly Performance Comparison

	2026 (YTD)	2025
MSEGX Morgan Stanley Institutional Growth Portfolio	-8.48%	29.12%
TLGUX Morgan Stanley Pathway Funds Large Cap Equity Fund	0.00%	0.00%

Return for Risk

MSEGX vs. TLGUX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MSEGX

MSEGX Risk / Return Rank: 3
MSEGX Sharpe Ratio Rank: 3
MSEGX Sortino Ratio Rank: 3
MSEGX Omega Ratio Rank: 3
MSEGX Calmar Ratio Rank: 3
MSEGX Martin Ratio Rank: 3

TLGUX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MSEGX vs. TLGUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Growth Portfolio (MSEGX) and Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	MSEGX	TLGUX	Difference
Sharpe ratio: Return per unit of total volatility	-0.04	—	—
Sortino ratio: Return per unit of downside risk	0.15	—	—
Omega ratio: Gain probability vs. loss probability	1.02	—	—
Calmar ratio: Return relative to maximum drawdown	-0.04	—	—
Martin ratio: Return relative to average drawdown	-0.08	—	—

Drawdowns

Drawdown Indicators

	MSEGX	TLGUX	Difference
Max Drawdown Largest peak-to-trough decline	-69.57%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-27.83%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-32.54%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-69.57%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-69.57%	—	—
Current Drawdown Current decline from peak	-20.90%	—	—
Average Drawdown Average peak-to-trough decline	-19.50%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	13.51%	—	—

Volatility

Volatility by Period

	MSEGX	TLGUX	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.30%	—	—
Volatility (6M) Calculated over the trailing 6-month period	22.32%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	29.24%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	39.87%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.89%	—	—

MSEGX vs. TLGUX - Expense Ratio Comparison

MSEGX has a 0.87% expense ratio, which is higher than TLGUX's 0.47% expense ratio.

Dividends

MSEGX vs. TLGUX - Dividend Comparison

Neither MSEGX nor TLGUX has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MSEGX Morgan Stanley Institutional Growth Portfolio	0.00%	0.00%	0.42%	0.00%	18.70%	26.52%	10.03%	22.75%	5.67%	22.18%	13.17%	7.76%
TLGUX Morgan Stanley Pathway Funds Large Cap Equity Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%