Morningstar

Morgan Stanley Institutional Fund, Inc. Inception Portfolio Class I MSSGX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 17.34  /  −0.29 %
  • Total Assets 221.9M
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 97%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MSSGX

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

  • People Pillar

    The People Pillar is our evaluation of the MSSGX 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 MSSGX’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 I 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.

by Morningstar Automated Analysis
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Portfolio Holdings MSSGX

More MSSGX 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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