The Fund Grade · free · no account needed
What grade does MSEGX get?
Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.
Fundprints Fund Grade · as of 2026-10-01
Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class A
#41 of 500 graded active funds · growth · mid segment peer group
The point · specialist footprint
MSEGX puts less of its book behind proven specialists than 61% of graded funds.
Bottom 20%
● Bottom 40%
Middle
Top 40%
Top 20%
That has mattered: over the past 2.7 years, funds with this little specialist backing trailed top-rung funds by about 3.8% per quarter and beat the S&P in only 22% of fund-quarters. If it also charges an active fee, the higher-graded alternatives deserve a look.
10,000+ funds tracked · the graded specialists among them drive every read
The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.
MSEGX vs the Honor Roll · share card ↗Conviction exposure
19%
of the book in specialist-converged names
Late-stage weight
39.8%
of the book in Crowded or Fading names
Active share
98.5%
how far it strays from the index
The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.
Inside the book: top names by stage · as of 2026-10-20
We email you the day it crosses 50% crowded, and where you stand every month.
Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.
The read · what to do with it
MSEGX earns an A grade and ranks 41 of 500, with 19% specialist backing. The concern is that five of its largest positions, including Tesla at 9.2% and AppLovin at 6.2%, are all in Fading stage, meaning specialists are leaving those trades. The one early call is Modalan at 3% in Emerging stage.
→ Watch the combined 28.5% weight in Fading positions like TSLA, APP, AUR, QXO, and RBLX as specialists exit those trades.
→ Note that MDLN at 3% is the fund's only Emerging stage position, where the evidence argues it is genuinely early.
Support leaving these positions
Read from today's disclosed book. Evidence, not advice.