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Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX)

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23.79 -0.11    -0.46%
01:00:00 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Morgan Stanley
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.42B
Consulting Group Large Cap Equity 23.79 -0.11 -0.46%

Morgan Stanley Pathway Funds Large Cap Equity Fund Overview

 
On this page you'll find an in-depth profile of Morgan Stanley Pathway Funds Large Cap Equity Fund. Learn about the key management, total assets, investment strategy and contact information of TLGUX among other information.
Category

Large Blend

Total Assets

2.42B

Expenses

0.45%

Inception Date

33560

Investment Strategy

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of large capitalization (or "cap") companies or in other investments with similar economic characteristics. The advisor defines large cap companies as companies whose market capitalizations typically fall within the range of the Russell 1000® Index. 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. It may also lend portfolio securities to earn additional income.

Contact Information

Address 1221 Avenue of the Americas
New York,NY 10020
United States
Phone +1 855-332-5306

Top Executives

Name Title Since Until
Bill Nolin Portfolio Manager 2023 Now
Biography 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.
Jeff Agne Managing Director 2023 Now
Biography Jeff is a member of our Large-Cap team and is a portfolio manager for our US Large-Cap Core and US Large-Cap Value strategies. Jeff has been with the Firm since 2015 and in the industry since 2001. Previously, he served as a co-portfolio manager for the Global Focus strategy at PineBridge Investments. He was also an Equity Research Analyst at Banc of America Securities and Schwab Soundview Capital Markets, and a Consultant for FactSet Research Systems. Jeff earned a BS from the University of Vermont and an MBA from New York University's Stern School of Business.
Paul Roukis Managing Director 2023 Now
Biography Paul is a member of our Large-Cap team and is a portfolio manager on our US Large-Cap Value strategy. Paul has been with the Firm since 2005 and in the industry since 1992. Previously, Paul was a research analyst for more than 12 years with Sidoti & Company, Schroders, NatWest Securities and Value Line. Paul earned a BBA from Hofstra University.
Peter Sietsema - 2022 Now
Biography Peter Sietsema has been with BFA since 2007, including his years with BGI, which merged with BFA in 2009. Mr. Sietsema has been employed by BFA or its affiliates as a Director since 2011 and a Vice President from 2009 to 2010. Mr. Sietsema has been a Portfolio Manager of each fund since 2023.
Jay Levy Portfolio Manager / Analyst 2022 Now
Biography Jay Levy is a Director and Portfolio Manager/Analyst on the US Equity Concentrated team. Previously, he served as a Research Analyst covering the consumer sector. Jay began working in the investment field in 1998. Prior to joining Lazard in 2017, Jay was Head of Product Management with CLSA Americas. He was previously a Co-Portfolio Manager at Montclair Global Investors (an affiliate of Millennium), where he ran a long/short global consumer portfolio. Before joining Montclair, Jay had over ten years of experience working as a consumer analyst on both the buy-side and sell-side. He has a BA in Finance from Michigan State University. Jay is a CFA® charterholder.
Paul Whitehead Managing Director 2022 Now
Biography Paul Whitehead, Managing Director, is the Co-Head of Index Equity with responsibility for Global Portfolio Engineering, Index Asset Allocation, Investment Process & Platform, and Transition Management (TRIM) within BlackRock's ETF and Index Investments group. Mr. Whitehead's service with the firm dates back to 1996, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to assuming his current role , Mr. Whitehead was Global Head of Equity Trading, Global Head of Transition Management and Head of Americas Equity Trading.
Jennifer Hsui Senior Portfolio Manager 2018 Now
Biography Jennifer Hsui, Managing Director & Portfolio Manager at BlackRock Investment Management LLC has been employed by BlackRock Fund Advisors as a senior portfolio manager since 2007. Prior to that, Ms. Hsui was a portfolio manager from 2006 to 2007 for BGFA. She was a research analyst for RBC Capital Markets from 2003 to 2006.
Amy Whitelaw Managing Director 2017 Now
Biography Amy Whitelaw is Managing Director of BlackRock, Inc. since 2013 and was Director of the firm from 2009 to 2012. Ms. Whitelaw's service with the firm dates back to 1998, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Ms. Whitelaw served as Principal of BGI from 2000 to 2009. Previously Ms. Whitelaw worked in the Transition Services group as a transition manager and strategist, and was also an international equity trader on BGI’s trading desk.
Peter J. Bourbeau Director 2017 Now
Biography Peter Bourbeau is a managing director and portfolio manager of ClearBridge and has 31 years of investment industry experience. He joined the firm or its predecessor in 1991. Previously, Bourbeau was a director of Citigroup Global Markets Inc. (CGMI) and served as a portfolio manager at Smith Barney Asset Management (SBAM). A graduate of the University of Florida, Bourbeau obtained his MBA from Fordham University. Bourbeau has served as a portfolio manager for the Fund since its inception in November 2018.
Margaret B. Vitrano Portfolio Manager 2017 Now
Biography Margaret co-manages the Large Cap Growth and All Cap Growth strategies. Margaret has 24 years of investment industry experience and joined a ClearBridge predecessor organization in 1997. Margaret is a member of the ClearBridge Management Committee. From 2006-2009, Margaret served on the firm's 401(k) Investment Committee, which is responsible for choosing and overseeing investments for the firm's employee retirement plan. Prior to her role at ClearBridge, Margaret was a Research Analyst for the Consumer Discretionary sector at Citigroup. Margaret earned her MBA from the Wharton School of the University of Pennsylvania and a BA in Public Policy Studies and Art History from Duke University.
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