Morningstar

Morgan Stanley Institutional Fund, Inc. Passport Overseas Equity Portfolio class A MSIBX

Morningstar Medalist Rating
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Medalist Rating as of See Morgan Stanley Investment Hub
  • NAV / 1-Day Return $21.27  /  0.00
  • Fund Size $183.0M
  • Adjusted Expense Ratio 1.250%
  • Net Expense Ratio 1.220%
  • Fee Level: Distribution Above Average
  • Share Class Type Front Load
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.06%
  • Turnover Ratio 36%
NAV and 1-Day Return as of

Morningstar’s Analysis MSIBX

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

  • People Pillar

    The People Pillar is our evaluation of the MSIBX 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 MSIBX’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 A 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 MSIBX

More MSIBX 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
Sector

Taiwan Semiconductor Manufacturing Co Ltd

6.54 14M
Technology

Samsung Electronics Co Ltd

5.46 11M
Technology

SK hynix Inc

4.56 10M
Technology

Morgan Stanley InstlLqdty TrsSecs Instl

4.08 9M
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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