- What are the top holdings of MSSM?
- A machine-readable holdings disclosure for Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF (MSSM) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does MSSM invest in?
- Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF (MSSM) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is MSSM most exposed to?
- MSSM's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is MSSM a US-only fund?
- The country allocation card on this page shows MSSM's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does MSSM invest in?
- MSSM primarily invests in equity securities of mid- and small-cap companies or other investments with similar economic characteristics. The fund defines these companies as those 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. To construct the portfolio, the fund employs a multi-manager strategy, with portions of the fund allocated to professional money managers who are responsible for investing the fund's assets. The fund may allocate up to 10% of its assets in foreign securities not traded on a US exchange or the US over-the-counter market. To generate additional income, the fund may lend portfolio securities. On December 9, 2024, MSSM converted from a mutual fund to an ETF structure, starting with $499 million in assets.
