MSIF Inception Portfolio Class A (MSSMX) Research
This fund's primary objective is to achieve substantial long-term growth in capital. It aims to do this by predominantly allocating its investments to the equity securities of small, growth-oriented companies. Typically, it targets both seasoned and emerging businesses whose market capitalizations fall within the range represented by the Russell 2000® Growth Index. The investment adviser employs a "bottom-up" stock selection methodology, meticulously evaluating and choosing individual companies for their intrinsic attractiveness. Furthermore, the fund retains the flexibility to commit up to 25% of its total assets to international securities.
Market snapshot
- Symbol
- MSSMX
- Price
- $11.01
- Day change
- +2.51%
- Market cap
- $298.8M
- 52-week range
- 8.68-12.94
- 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 I (MSSGX)
- New Covenant Balanced Growth Fd (NCBGX)
Open MSIF Inception Portfolio Class A (MSSMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.