Morningstar

Morgan Stanley Institutional Fund, Inc. US Core Portfolio Class C MUOCX

Morningstar Medalist Rating
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Medalist Rating as of See Morgan Stanley Investment Hub
  • NAV / 1-Day Return $33.65  /  +0.39 %
  • Fund Size $420.8M
  • Adjusted Expense Ratio 1.890%
  • Net Expense Ratio 1.870%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 42%
NAV and 1-Day Return as of

Morningstar’s Analysis MUOCX

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

  • People Pillar

    The People Pillar is our evaluation of the MUOCX 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 MUOCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Morgan Stanley Instl US Core C 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 MUOCX

More MUOCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 68.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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5.65 24M
Industrials

Amazon.com Inc

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Consumer Cyclical

Eli Lilly and Co

4.92 21M
Healthcare

Micron Technology Inc

4.60 19M
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Microsoft Corp

4.47 19M
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Jabil Inc

3.34 14M
Technology

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