Morgan Stanley Institutional Fund, Inc. Inception Portfolio Class I MSSGX:NASDAQ

Net Asset Value$14.51Closing Price - 1/28/2022
1-Day Change+0.39(2.76%)
YTD Change-5.25(26.57%)

Growth of $10,000 Since Fund Inception

View portfolioPortfolio as of 09/30/2021

Top 5 SectorsTop 5 Holdings
Other50.52%
Morgan Stanley Inst Liq Tre...4.62%
Technology Services11.73%
Redfin Corp ORD4.39%
Retail Trade8.41%
Overstock.com Inc ORD3.76%
Health Technology7.72%
Fastly Inc ORD3.45%
Finance6.78%
Appian Corp ORD3.34%
Concentration of Top 585.16% Concentration of Top 519.56% 

Fund Profile

Fund Strategy

The Fund seeks long-term capital appreciation by investing primarily in growth-oriented equity securities of small U.S. and foreign companies. The Fund selects issuers from a universe comprised of small capitalization companies, most with market capitalizations ranged between $14.8 million and $8.8 billion.

Fund Category US Diversified Equity
Inception Date 11/01/1989
Manager Team Managed
Fund Classification Small-Cap Growth Funds
Managed Since N/A
Other Managed Funds   MVRXX  MSUXX  MGSXX  MISXX  MGPXX

Lipper Leader Scorecard as of 12/31/2021

RatingTotal
Return
Consistent
Return
PreservationTax
Efficiency
Expense*
Overall Rating(# of funds in category)
674

674

12,302

674

392
3 Year Rating(# of funds in category)
674

674

12,302

674

392
5 Year Rating(# of funds in category)
599

599

10,847

599

334
10 Year Rating(# of funds in category)
445

445

7,531

445

218

Fund Highlights

Total Expense Ratio0.99%
Average Market Capitallization$4.7 B
Net Asset ValueN/A
Total Net Assets$745.2 M
Sales ExpensesInstitutional Load Fund
Minimum Initial Investment$5000000
Minimum IRA InvestmentN/A
AvailabilityClosed To New Investors
Current Yield0.54%
Dividend Ex-Date12/13/2021

Risk Analysis

Beta vs. S&P 5001.33
R-Squared vs. S&P 5000.35
Standard Deviation41.24%
Sharpe Ratio1.15
Portfolio TurnoverN/A