Top four Mutual Fund Holders of Morgan Stanley

Morgan Stanley (MS) turned into founded on Sept. Sixteen, 1935. The company went public in 1986 and has grown to provide advisory, banking, financing, research, sales, marketplace making, and wealth control offerings.1 Morgan Stanley has a market cap of $154 billion as of December 2021. Here are the pinnacle 4 mutual fund holders of Vanguard.

1. The Vanguard Total Stock Market Index Fund (VTSAX)

The Vanguard Total Stock Market Index Fund (VTSAX) become created in 1992 and is designed to provide large publicity to the full U.S. Stock marketplace via which include small-cap to large-cap boom, as well as fee stocks.3 VTSAX is the most important shareholder of Morgan Stanley as it owns 40.Eight million shares or 2.18% of Morgan Stanley as of Q1 2021.

The fund has $240.5 billion in assets under control (AUM) and its Morgan Stanley investment constitutes zero.19% of its portfolio.Four The fund has an expense ratio of 0.04% and a 5-year annualized return of 13.Fifty six%. The fund calls for a minimum funding of $400,00

2. The Vanguard 500 Index Fund Investor Shares (VFIAX)

The Vanguard 500 Index Fund (VFIAX) owns 28.6 million stocks, which account for 1.53% of shares held inside the employer and 0.22% of VFIAX’s portfolio.2 The fund is the industry’s first index fund for individual investors. The portfolio carries a diversified spectrum of the most important US stocks. Businesses mirroring the Standard and Poor’s 500 Index (S&P 500).

The fund has $220.Four billion in AUM, an expense ratio of zero.04%, and a five-yr annualized return of 14%.5 The fund calls for a minimum investment of $3,000.

3. The T. Rowe Price Value Fund (TRVLX)

The T. Rowe Price Value Fund (TRVLX) has $35.Five billion in assets beneath management. It’s the 0.33-largest mutual fund holder of Morgan Stanley, proudly owning almost 21.1 million shares—the fund’s 2d-biggest protecting at 4.Eleven% of overall property.

As the 1/3-biggest mutual fund holder of Morgan Stanley, the T. Rowe Price Value Fund owns simply over 1.1% of Morgan Stanley’s super shares.Eight The fund invests in what it calls “good buy” stocks. It has a 0.Seventy eight% rate ratio and has a 5-year annualized go back of 8.62%.

4. The SPDR S&P 500 ETF (SPY)

The SPDR S&P 500 ETF (SPY) is a $343 billion fund, owning 15.5 million Morgan Stanley shares—roughly 0.8% of the funding financial institution’s splendid shares. Morgan Stanley makes up round 0.25% of the SPDR S&P 500 ETF fund.

The rate ratio for the SPDR S&P 500 ETF is 0.0945%. The fund has a 5-year annualized go back of 13.Ninety eight%. This fund, which started out buying and selling in 1993, turned into the first ETF indexed in the U.S. The SPDR S&P 500 ETF looks to song the overall performance of the S&P 500 index.

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