Morgan Stanley Inst Inception C 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.
Morgan Stanley Institutional Fund, Inc. Inception Portfolio Class C MSCOX
- NAV / 1-Day Return 9.63 / +0.31 %
- Total Assets 270.4M
-
Adj. Expense Ratio
2.100%
- Expense Ratio 2.100%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Small Growth
- Investment Style Small Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 97%
USD | NAV as of Jun 08, 2026 | 1-Day Return as of Jun 08, 2026, 10:47 PM GMT+0
Morningstar’s Analysis MSCOX
Will MSCOX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 51.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cloudflare Inc | 8.68 | 21M | Technology |
Opendoor Technologies Inc Ordinary Shares - Class A | 8.47 | 20M | Real Estate |
Roivant Sciences Ltd Ordinary Shares | 6.76 | 16M | Healthcare |
Aurora Innovation Inc Class A | 4.76 | 11M | Consumer Cyclical |
IonQ Inc Class A | 4.21 | 10M | Technology |
X4 Pharmaceuticals Inc | 4.05 | 10M | Healthcare |
Arbutus Biopharma Corp | 3.84 | 9M | Healthcare |
QXO Inc | 3.52 | 8M | Industrials |
LandBridge Co LLC Class A shares | 3.45 | 8M | Energy |
HealthEquity Inc | 3.41 | 8M | Healthcare |
United States