Morningstar

Morgan Stanley Institutional Fund, Inc. Inception Portfolio Class C MSCOX

Morningstar Medalist Rating
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Medalist Rating as of See Morgan Stanley Investment Hub
  • NAV / 1-Day Return $9.88  /  −0.40 %
  • Fund Size $209.8M
  • Adjusted Expense Ratio 2.100%
  • Net Expense Ratio 2.100%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 97%
NAV and 1-Day Return as of

Morningstar’s Analysis MSCOX

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

  • People Pillar

    The People Pillar is our evaluation of the MSCOX 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 MSCOX’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 Inception 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.

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Portfolio Holdings MSCOX

More MSCOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Agilon Health Inc

9.08 26M
Healthcare

Cloudflare Inc

8.93 25M
Technology

Opendoor Technologies Inc Ordinary Shares - Class A

7.37 21M
Real Estate

Aurora Innovation Inc Class A

6.56 19M
Consumer Cyclical

IonQ Inc

5.86 17M
Technology

X4 Pharmaceuticals Inc

3.81 11M
Healthcare

HealthEquity Inc

3.60 10M
Healthcare

Celsius Holdings Inc

3.53 10M
Consumer Defensive

Immunovant Inc

3.43 10M
Healthcare

GRAIL Inc

3.19 9M
Healthcare

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