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Morgan Stanley Pathway Sm-Mid Cap Eq (TSGUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.91-0.06 (-0.35%)
As of 08:06AM EDT. Market open.

Morgan Stanley Pathway Sm-Mid Cap Eq

Wilmington, DE 19801

222 Delaware Avenue,7 Th Floor

Consulting Group Capital Markets Funds

Management information
William A. Muggia,Lead manager since 30 December 2004
Will joined Westfield Capital Management in April 1994. In addition to his executive duties, he chairs the Investment Committee, serves as Market Strategist and contributes investment ideas primarily within the Health Care and Energy sectors. In 2001, Will was promoted to President and Chief Investment Officer and now oversees all of Westfield's US equity and hedge fund strategies. In this role, Will and his team have grown the firm from $2 billion to $13 billion in assets under management. Prior to joining Westfield, Will worked in the Technology Investment Banking Group at Alex Brown & Sons, where his responsibilities included mergers and acquisitions, restructuring, and spin-offs. Before that, he was a Vice President at Kidder, Peabody & Company. Will graduated from Middlebury College in 1983 and received a Masters in Business Administration from the Harvard Business School in 1992. Will and his family are very active in community service, focusing their efforts on education for underprivileged youth. He is a member of the Board of Directors of SquashBusters and the Advisory Board of The Base.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Blend
Fund familyMorgan Stanley
Net assets449.83M
YTD return1.92%
Yield0.91%
Morningstar rating★★
Inception date17 Nov 1991

Fund operations

Last dividend0.16
Last cap gain20.00
Holdings turnover23.00%
Average for categoryN/A

Fees and expenses

ExpenseTSGUXCategory average
Annual report expense ratio (net)0.60%0.94%
Prospectus net expense ratio0.60%N/A
Prospectus gross expense ratio0.94%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.32%
Max deferred sales loadN/A1.16%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A