Morningstar

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

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 11.12  /  −1.24 %
  • Total Assets 277.9M
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.320%
  • Distribution Fee Level Above Average
  • Share Class Type Front 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 Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MSSMX

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

  • People Pillar

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

More MSSMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Consumer Cyclical

IonQ Inc Class A

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Healthcare

Arbutus Biopharma Corp

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3.52 8M
Industrials

LandBridge Co LLC Class A shares

3.45 8M
Energy

HealthEquity Inc

3.41 8M
Healthcare

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