TSGUX Morgan Stanley Pathway Funds Small-Mid Cap Equity Fund

This is an open ended mutual fund. The investment seeks capital appreciation. The fund normally invests at least 80 of its net assets plus the amount of any borrowing for investment purposes in the equity securities of small-mid capitalization companies or in other investments with similar economic characteristics. It defines small-mid cap companies as companies with market caps not exceeding the highest month-end market cap value of any stock in the Russell 2500 or Russell Mid Cap Index for the previous 12 months whichever is greater. The fund may invest up to 10 of its assets in the securities of foreign issuers that are not traded on a U.S. exchange or the U.S. over-the-counter market.

As of 08/04/2021

Mutual Fund Information
Sponsor:     Morgan Stanley Pathway Funds
Category1:  US Equity
Category2:  Broad market
Category3:  Mid cap
Morningstar category:  Mid-Cap Growth
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     08/04/2021
Market cap:     $0
Current yield:     0.55%
Fees:     0.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
Investment style: Actively managed

2021 © Stock Market MBA, Inc. Terms of use | Privacy policy