Morgan Stanley Instl US Core 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.
Morgan Stanley Institutional Fund, Inc. US Core Portfolio Class A MUOAX
- NAV / 1-Day Return 34.81 / +0.20 %
- Total Assets 418.8M
-
Adj. Expense Ratio
1.130%
- Expense Ratio —
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 42%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:07 AM GMT+0
Morningstar’s Analysis MUOAX
Will MUOAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MUOAX 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 MUOAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 66.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 11.69 | 45M | Technology |
Alphabet Inc Class A | 10.95 | 42M | Communication Services |
Apple Inc | 9.56 | 37M | Technology |
JPMorgan Chase & Co | 6.17 | 24M | Financial Services |
Microsoft Corp | 5.40 | 21M | Technology |
Amazon.com Inc | 5.33 | 20M | Consumer Cyclical |
GE Aerospace | 4.86 | 19M | Industrials |
Cboe Global Markets Inc | 4.70 | 18M | Financial Services |
Eli Lilly and Co | 4.21 | 16M | Healthcare |
TJX Companies Inc | 3.70 | 14M | Consumer Cyclical |
United States