Morningstar

Morgan Stanley Institutional Fund, Inc. Global Core Portfolio Class C MLMCX

Morningstar Medalist Rating
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Medalist Rating as of See Morgan Stanley Investment Hub
  • NAV / 1-Day Return $23.11  /  −0.73 %
  • Fund Size $63.4M
  • Adjusted Expense Ratio 2.100%
  • Net Expense Ratio 2.100%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 39%
NAV and 1-Day Return as of

Morningstar’s Analysis MLMCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Morgan Stanley Instl Global Core C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MLMCX

More MLMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

9.07 6M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

8.58 6M
Technology

NVIDIA Corp

7.18 5M
Technology

Apple Inc

7.00 5M
Technology

Banco Santander SA ADR

5.32 3M
Financial Services

JPMorgan Chase & Co

5.23 3M
Financial Services

Sumitomo Mitsui Financial Group Inc ADR

4.15 3M
Financial Services

Amazon.com Inc

3.93 3M
Consumer Cyclical

TJX Companies Inc

3.76 2M
Consumer Cyclical

Rolls-Royce Holdings PLC ADR

3.67 2M
Industrials

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