Morningstar

Morgan Stanley Institutional Fund, Inc. US Core Portfolio Class I MUOIX

Morningstar Medalist Rating
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Medalist Rating as of See Morgan Stanley Investment Hub
  • NAV / 1-Day Return $36.72  /  +0.38 %
  • Fund Size $420.8M
  • Adjusted Expense Ratio 0.800%
  • Net Expense Ratio 0.800%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 42%
NAV and 1-Day Return as of

Morningstar’s Analysis MUOIX

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

  • People Pillar

    The People Pillar is our evaluation of the MUOIX 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 MUOIX’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 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 MUOIX

More MUOIX 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
Sector

Alphabet Inc Class A

11.89 50M
Communication Services

NVIDIA Corp

11.71 49M
Technology

Apple Inc

10.37 43M
Technology

JPMorgan Chase & Co

6.26 26M
Financial Services

GE Aerospace

5.65 24M
Industrials

Amazon.com Inc

5.39 23M
Consumer Cyclical

Eli Lilly and Co

4.92 21M
Healthcare

Micron Technology Inc

4.60 19M
Technology

Microsoft Corp

4.47 19M
Technology

Jabil Inc

3.34 14M
Technology

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