Growth Portfolio Class Fund Quote

MSEQX Fund  USD 73.75  2.49  3.27%   

Performance

Fair

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Growth Portfolio is trading at 73.75 as of the 1st of November 2025; that is 3.27 percent decrease since the beginning of the trading day. The fund's open price was 76.24. Growth Portfolio has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of August 2025 and ending today, the 1st of November 2025. Click here to learn more.
The fund invests primarily in established and emerging companies, with capitalizations within the range of companies included in the Russell 1000 Growth Index. It may invest up to 25 percent of its total assets in foreign securities. More on Growth Portfolio Class

Moving together with Growth Mutual Fund

  0.84TEMUX Emerging Markets EquityPairCorr
  0.86DINDX Global Fixed IncomePairCorr
  0.86DINCX Global Fixed IncomePairCorr
  0.86DINAX Global Fixed IncomePairCorr
  0.9MLMAX Global E PortfolioPairCorr
  0.89MLMCX Global E PortfolioPairCorr

Growth Mutual Fund Highlights

Fund ConcentrationMorgan Stanley Funds, Large Growth Funds, Large Growth, Morgan Stanley (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date28th of April 2023
Fiscal Year EndDecember
Growth Portfolio Class [MSEQX] is traded in USA and was established 1st of November 2025. Growth Portfolio is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Morgan Stanley family. This fund now has accumulated 5.53 B in assets with minimum initial investment of 5 M. Growth Portfolio Class is currently producing year-to-date (YTD) return of 21.93% with the current yeild of 0.0%, while the total return for the last 3 years was 32.03%.
Check Growth Portfolio Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Growth Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Growth Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Growth Portfolio Class Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Growth Portfolio Class Mutual Fund Constituents

GOOGAlphabet Inc Class CStockCommunication Services
WDAYWorkdayStockInformation Technology
TWLOTwilio IncStockInformation Technology
ZMZoom Video CommunicationsStockInformation Technology
UBERUber TechnologiesStockIndustrials
OKTAOkta IncStockInformation Technology
DXCMDexCom IncStockHealth Care
NOWServiceNowStockInformation Technology
More Details

Growth Portfolio Class Risk Profiles

Growth Portfolio Against Markets

Other Information on Investing in Growth Mutual Fund

Growth Portfolio financial ratios help investors to determine whether Growth Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Growth with respect to the benefits of owning Growth Portfolio security.
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