Morningstar

Morgan Stanley Institutional Fund, Inc. US Core Portfolio Class R6 MUOSX

Morningstar Medalist Rating
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Medalist Rating as of See Morgan Stanley Investment Hub
  • NAV / 1-Day Return $36.78  /  +0.38 %
  • Fund Size $420.8M
  • Adjusted Expense Ratio 0.750%
  • Net Expense Ratio 0.750%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 42%
NAV and 1-Day Return as of

Morningstar’s Analysis MUOSX

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

  • People Pillar

    The People Pillar is our evaluation of the MUOSX 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 MUOSX’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 R6 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
Rated on Published on

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Portfolio Holdings MUOSX

More MUOSX 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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4.92 21M
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4.47 19M
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3.34 14M
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