Morningstar

Morgan Stanley Institutional Fund, Inc. Passport Overseas Equity Portfolio class IR MAIHX

Morningstar Medalist Rating
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Medalist Rating as of See Morgan Stanley Investment Hub
  • NAV / 1-Day Return $20.74  /  0.00
  • Fund Size $183.0M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.840%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 1.39%
  • Turnover Ratio 36%
NAV and 1-Day Return as of

Morningstar’s Analysis MAIHX

Will MAIHX 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 MAIHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MAIHX 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 MAIHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Morgan Stanley Inst Passport ovrs eq IR holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MAIHX

More MAIHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Cash and Equivalents

ASML Holding NV

2.82 6M
Technology

CaixaBank SA

2.79 6M
Financial Services

Mizuho Financial Group Inc

2.69 6M
Financial Services

AIB Group PLC

2.60 5M
Financial Services

OTP Bank PLC

2.04 4M
Financial Services

AstraZeneca PLC

2.01 4M
Healthcare

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