Morgan Stanley Institutional Fund, Inc. Inception Portfolio Class A MSSMX

Morningstar Medalist Rating
  • NAV / 1-Day Return$10.60  /  −0.66%
  • Fund Size$200.8M
  • Adjusted Expense Ratio1.350%
  • Net Expense Ratio1.320%
  • Fee Level: DistributionAbove Average
  • Share Class TypeFront Load
  • Morningstar CategorySmall Growth
  • Equity Style Box (Funds)Small Blend
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio97%

Morningstar’s Analysis MSSMX

Will MSSMX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Morgan Stanley Inst Inception 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.

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Portfolio Holdings MSSMX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings55.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Agilon Health Inc

9.0826M
Healthcare

Cloudflare Inc

8.9325M
Technology

Opendoor Technologies Inc Ordinary Shares - Class A

7.3721M
Real Estate

Aurora Innovation Inc Class A

6.5619M
Consumer Cyclical

IonQ Inc

5.8617M
Technology

X4 Pharmaceuticals Inc

3.8111M
Healthcare

HealthEquity Inc

3.6010M
Healthcare

Celsius Holdings Inc

3.5310M
Consumer Defensive

Immunovant Inc

3.4310M
Healthcare

GRAIL Inc

3.199M
Healthcare

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