Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio Class A MSFBX

Morningstar Medalist Rating
  • NAV / 1-Day Return$28.29  /  −0.14%
  • Fund Size$653.7M
  • Adjusted Expense Ratio1.210%
  • Net Expense Ratio1.200%
  • Fee Level: DistributionAbove Average
  • Share Class TypeFront Load
  • Morningstar CategoryGlobal Large-Stock Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.18%
  • Turnover Ratio35%

Morningstar’s Analysis MSFBX

Will MSFBX outperform in the future?

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

Resourceful team and consistent process sustain confidence.

Associate Analyst Stephanie Ting

Stephanie Ting

Associate Analyst

Summary

The strategy’s experienced, well-resourced team and its consistent, quality-focused process support maintaining an Above Average rating for both the People and Process Pillars, despite one of its most challenging calendar years on record.

Rated on Published on

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Portfolio Holdings MSFBX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings47.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

6.4466M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd

6.1263M
Technology

Visa Inc Class A

5.5256M
Financial Services

Microsoft Corp

4.7148M
Technology

Coca-Cola Co

4.7048M
Consumer Defensive

L'Oreal SA

4.6648M
Consumer Defensive

Aon PLC Class A

4.5847M
Financial Services

Netflix Inc

3.9641M
Communication Services

Amazon.com Inc

3.5937M
Consumer Cyclical

Ferrari NV

3.4535M
Consumer Cyclical

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