MSEQX
Morgan Stanley Institutional Fund, Inc Capital Growth Ptf, Cl I
1W: -2.1%
1M: +3.6%
3M: +0.7%
YTD: +0.3%
1Y: -8.3%
3Y: +127.1%
5Y: -6.1%
$70.12
+0.55 (+0.79%)
Weekly Expected Move ±3.1%
$65
$67
$70
$72
$74
Similar ETFs
20 peers by holdings overlap (41 holdings)
IALAX
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87.8%
Shared20 holdings
Total23
AUM$2.0B
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CPOAX
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82.5%
Shared18 holdings
Total28
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MIGIX
Morgan Stanley Institutional Fund, Inc. Global Insight Portfolio Class I
78.2%
Shared19 holdings
Total34
AUM$60M
Price$19.91
MPAIX
Morgan Stanley Insti Fd Advantage Portfolio Cl I
71.4%
Shared16 holdings
Total27
AUM$298M
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MACGX
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62.0%
Shared14 holdings
Total35
AUM$1.2B
Price$17.06
MSSGX
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30.2%
Shared9 holdings
Total54
AUM$286M
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XDAT
Franklin Exponential Data ETF
18.0%
Shared6 holdings
Total60
AUM$4M
Price$28.25
BFTHX
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17.0%
Shared5 holdings
Total25
AUM$907M
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BPTRX
Baron Partners Fund
15.5%
Shared3 holdings
Total23
AUM$12.8B
Price$271.84
BGUS
Baillie Gifford U.S. Equity Growth ETF
14.6%
Shared9 holdings
Total48
AUM—
Price$27.01
BGAFX
Baron Global Opportunity Fund Retail Shares
14.3%
Shared5 holdings
Total41
AUM$1.0B
Price$62.45
VALLX
Value Line Larger Companies Focused Fund
14.2%
Shared6 holdings
Total31
AUM$500M
Price$50.58
BFGFX
Baron Focused Growth Fund Retail Shs
14.1%
Shared3 holdings
Total27
AUM$3.1B
Price$61.77
BIOPX
Baron Opportunity Fund Retail Shs
13.2%
Shared5 holdings
Total44
AUM$2.4B
Price$64.26
PHSKX
Virtus KAR Mid-Cap Growth Fund A
12.9%
Shared3 holdings
Total32
AUM$547M
Price$36.06
VCDAX
Vanguard Consumer Discretionary Index Fund Admiral Shares
12.8%
Shared3 holdings
Total284
AUM$6.4B
Price$191.17
ACFOX
American Century Inv, Focused Dynamic Growth Fund - Investor Class
12.4%
Shared6 holdings
Total45
AUM$2.2B
Price$83.18
BMGKX
BlackRock Mid-Cap Growth Equity K
12.0%
Shared4 holdings
Total47
AUM$5.6B
Price$33.42
BMRRX
BlackRock Mid-Cap Growth Equity Portfolio
12.0%
Shared4 holdings
Total47
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Price$24.63
BMGCX
BlackRock Mid-Cap Growth Equity Portfolio Investor C Shares
12.0%
Shared4 holdings
Total47
AUM$4.2B
Price$15.36
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MSEQX | $3.9B | 24 | 63.9% | 133.1 | 10.4 | 9.3 | -0.5% | -0.4% | 0.46% | +50.6% | -7.5% | 49.7 | 5.0 |
| IALAX | $2.0B | 23 | 67.2% | 122.0 | 10.0 | 9.4 | -1.8% | -1.6% | 0.46% | +56.8% | -7.7% | 51.0 | 5.1 |
| CPOAX | $1.3B | 28 | 63.0% | 104.1 | 9.2 | 8.0 | 0.9% | 0.8% | 0.46% | +57.7% | -13.9% | 45.1 | 4.8 |
| MIGIX | $60M | 34 | 67.2% | 114.0 | 9.8 | 8.2 | 0.8% | 0.7% | 0.48% | +41.5% | -5.0% | 47.8 | 4.7 |
| MPAIX | $298M | 27 | 60.8% | 110.8 | 10.1 | 8.6 | 0.4% | 0.3% | 0.70% | +19.1% | -3.3% | 55.7 | 5.2 |
| MACGX | $1.2B | 35 | 64.0% | 52.5 | 4.2 | 4.5 | -10.0% | -10.3% | 0.17% | +58.0% | -6.4% | 44.2 | 4.5 |
| MSSGX | $286M | 54 | 51.2% | 38.4 | 3.3 | 2.9 | -5.6% | -4.5% | 1.42% | +55.2% | +2.9% | 37.2 | 4.2 |
| XDAT | $4M | 60 | 58.8% | 23.4 | 7.7 | 9.8 | 39.6% | 41.8% | 0.26% | +35.7% | +20.8% | 61.3 | 5.6 |
| BFTHX | $907M | 25 | 62.2% | 4.5 | 1.5 | 1.9 | 39.4% | 43.1% | 0.55% | +26.6% | +32.2% | 61.2 | 6.1 |
| BPTRX | $12.8B | 23 | 58.8% | 173.3 | 13.0 | 11.3 | 7.8% | 6.5% | 0.88% | +11.9% | -3.0% | 57.9 | 5.5 |
| BGUS | — | 48 | 50.5% | 32.6 | 13.7 | 12.9 | 52.1% | 39.5% | 0.23% | +32.5% | +36.4% | 64.4 | 6.0 |