MUOIX – Morgan Stanley Instl US Core I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The Adviser seeks to achieve the fund's investment objective by investing primarily in U.S. companies. The Adviser utilizes both a top-down and a bottom-up stock selection process, seeking investments in companies with attractive valuations, above-average appreciation potential and competitive dividend yields. Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities of issuers located in the United States. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MUOIX	Morgan Stanley Institutional Fund, Inc. US Core Portfolio Class I	Institutional	Open			May 27, 2016	$274.51M	0.800%	Above Average	$1M	−$34.28M
MUOAX	Morgan Stanley Institutional Fund, Inc. US Core Portfolio Class A	Front Load	Open			May 27, 2016	$101.09M	1.130%	Above Average	$1,000	$2.13M
MUOCX	Morgan Stanley Institutional Fund, Inc. US Core Portfolio Class C	Level Load	Open			May 27, 2016	$48.25M	1.890%	Above Average	$1,000	−$9.66M
MUOSX	Morgan Stanley Institutional Fund, Inc. US Core Portfolio Class R6	Retirement, Large	Open			May 27, 2016	$1.88M	0.750%	High	$5M	$970,639.23

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