Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Morgan Stanley Pathway Funds Large Cap Equity Fund
Wilmington, DE 19801
222 Delaware Avenue,7 Th Floor
Consulting Group Capital Markets Funds
Management Information
,Lead Manager since November 16, 2023
Bill is the chief investment officer for Aligned Investors, an investment boutique within Principal Global Investors. He has served as lead portfolio manager for the Principal MidCap Fund since its 2001 inception and related portfolios since 1999. Bill and his dedicated investment team subsequently introduced the Principal Blue Chip strategy in 2012, utilizing the same philosophy and process while extending the team’s reach to larger companies. Bill joined Principal in 1993 in corporate credit research and transitioned to equities research in 1996. He earned an MBA from the Yale School of Management, and a bachelor’s degree in finance from the University of Iowa. Bill is a CFA charterholder and a member of the CFA Institute.
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Morningstar Category
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Fund Overview
CategoryLarge Blend
Fund FamilyMorgan Stanley
Net Assets2.43B
YTD Return9.35%
Yield0.86%
Morningstar Rating★★★
Inception DateNov 17, 1991
Fund Operations
Last Dividend0.22
Last Cap Gain46.00
Holdings Turnover34.00%
Average for CategoryN/A
Fees & Expenses
ExpenseTLGUXCategory Average
Annual Report Expense Ratio (net)0.47%0.78%
Prospectus Net Expense Ratio0.47%N/A
Prospectus Gross Expense Ratio0.70%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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