MSIF Inception Portfolio Class I (MSSGX) Research

The fund's core objective is to invest predominantly in established and growing companies, specifically those whose market capitalizations align with the profile of businesses found within the Russell 2000® Growth Index. The investment adviser employs a disciplined bottom-up stock selection strategy, aiming to uncover compelling opportunities through individual company analysis. Additionally, the portfolio maintains the flexibility to allocate up to 25% of its total assets to foreign, non-U.S. securities.

Market snapshot

Symbol
MSSGX
Price
$16.70
Day change
+2.52%
Market cap
$252.4M
52-week range
13.15-19.58
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century Investments One Choice Portfolio: Very Aggressive Investor Class (AOVIX)
  • AB Select US Equity Portfolio (AUUCX)
  • American Century Ginnie Mae Investor Class (BGNMX)
  • Cambiar Opportunity Portfolio (CAMOX)
  • Lazard Emerging Markets Equity Advantage Portfolio Open Shares (LEAOX)
  • Matthews Asia Innovators Institutional (MITEX)
  • MSIF Inception Portfolio Class A (MSSMX)
  • New Covenant Balanced Growth Fd (NCBGX)

Open MSIF Inception Portfolio Class I (MSSGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.