MSSGX
Morgan Stanley Institutional Inception Portfolio;I
1W: -1.5%
1M: +0.6%
3M: -0.1%
YTD: +6.7%
1Y: -6.9%
3Y: +70.0%
5Y: -30.8%
$17.46
+0.12 (+0.69%)
Weekly Expected Move ±3.1%
$16
$17
$17
$18
$18
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20 peers by holdings overlap (74 holdings)
MACGX
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46.5%
Shared20 holdings
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CPOAX
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MIGIX
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IALAX
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MSEQX
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Shared9 holdings
Total24
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MPAIX
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Shared4 holdings
Total27
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PHSKX
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11.9%
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MNVT
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Shared3 holdings
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LRNZ
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BGGG
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Shared3 holdings
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KSCOX
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7.4%
Shared4 holdings
Total66
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QNTM.AX
ETF
6.8%
Shared3 holdings
Total—
AUM—
Price—
ALMRX
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Shared3 holdings
Total61
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AFOIX
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Shared3 holdings
Total48
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SATO
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Shared4 holdings
Total54
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Price$19.40
ADVGX
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Shared4 holdings
Total35
AUM$22M
Price$15.39
STCE
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Shared3 holdings
Total38
AUM$165M
Price$66.09
ARKI.L
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WWNPX
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RCG
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| PHSKX | $547M | 32 | 47.1% | 53.8 | 12.8 | 6.5 | 24.8% | 11.7% | 0.38% | +26.8% | +32.2% | 66.0 | 6.6 |
| MNVT | $25M | 21 | 55.9% | 2.5 | 0.5 | 0.5 | 17.5% | 14.7% | 0.44% | +58.2% | -3.1% | 35.2 | 4.1 |
| LRNZ | $34M | 25 | 54.0% | 33.2 | 14.0 | 16.2 | 53.0% | 48.6% | 0.12% | +46.1% | +37.4% | 64.0 | 5.8 |
| BGGG | $340M | 41 | 51.7% | 28.8 | 9.7 | 11.8 | 39.1% | 41.1% | 0.40% | +33.6% | +44.5% | 66.8 | 6.4 |