Morgan Stanley Institutional Fund American Resilience Class C
MSBWX
NASDAQ
| Weiss Ratings | MSBWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | MSBWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Morgan Stanley | |||
| Manager/Tenure (Years) | Alex Gabriele (2), William D. Lock (2), Bruno Paulson (2), 3 others | |||
| Website | http://www.morganstanley.com | |||
| Fund Information | MSBWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Morgan Stanley Institutional Fund American Resilience Class C | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jul 29, 2022 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | MSBWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | MSBWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.37% | |||
| Asset Allocation | MSBWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 2.02% | |||
| Stock | 97.98% | |||
| U.S. Stock | 96.06% | |||
| Non-U.S. Stock | 1.92% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MSBWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.69% | |||
| 30-Day Total Return | 0.84% | |||
| 60-Day Total Return | 3.90% | |||
| 90-Day Total Return | 4.08% | |||
| Year to Date Total Return | 3.81% | |||
| 1-Year Total Return | 8.80% | |||
| 2-Year Total Return | 20.51% | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | MSBWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MSBWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $11.62 | |||
| 1-Month High NAV | $12.01 | |||
| 52-Week Low NAV | $10.65 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $12.45 | |||
| 52-Week High Price (Date) | Dec 02, 2024 | |||
| Beta / Standard Deviation | MSBWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | MSBWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.37M | |||
| Operating Ratios | MSBWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.80% | |||
| Turnover Ratio | 43.00% | |||
| Performance | MSBWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.59% | |||
| Last Bear Market Total Return | -- | |||