Morningstar

Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class I MSEQX

Morningstar Medalist Rating
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Medalist Rating as of See Morgan Stanley Investment Hub
  • NAV / 1-Day Return $67.03  /  −3.55 %
  • Fund Size $3.3B
  • Adjusted Expense Ratio 0.630%
  • Net Expense Ratio 0.620%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 53%
NAV and 1-Day Return as of

Morningstar’s Analysis MSEQX

Will MSEQX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSEQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MSEQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MSEQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An audacious but adept investment team.

Principal Robby Greengold

Robby Greengold

Principal

Summary

Morgan Stanley Institutional Growth is a high-octane strategy whose daring risk/reward profile rests on the strength of an accomplished investment team.

by Robby Greengold
Rated on Published on

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Portfolio Holdings MSEQX

More MSEQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 67.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

13.39 483M
Technology

Tesla Inc

9.21 332M
Consumer Cyclical

Royalty Pharma PLC Class A

7.64 275M
Healthcare

Affirm Holdings Inc Ordinary Shares - Class A

6.97 251M
Financial Services

AppLovin Corp Ordinary Shares - Class A

6.23 225M
Communication Services

Roivant Sciences Ltd Ordinary Shares

5.19 187M
Healthcare

Aurora Innovation Inc Class A

4.89 176M
Consumer Cyclical

Space Exploration Technologies Corp Class A

4.81 173M
Industrials

DoorDash Inc Ordinary Shares - Class A

4.71 170M
Consumer Cyclical

QXO Inc

4.57 165M
Industrials

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