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Morgan Stanley Institutional Fund, Inc. Global Discovery Portfolio Class A (MGDPX)

13.12
Net Asset Value
-0.15%
1 Day
+31.07%
Year-to-Date
Overall Morningstar Rating
World stock
Style or Category
5.25
Sales Expenses
3.52%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. It may invest up to 100% of the fund's net assets in foreign securities, which may include emerging market securities. Under normal market conditions, the fund typically invests at least 40% of its assets in the securities of issuers located outside of the United States. It is non-diversified.

Performance

1 month+5.38% 3 years+7.84%
3 months+5.47% 5 years+17.44%
1 year+26.13% Since inception+12.41%
Data through --

Peer Comparisonvs. World stock

 MGDPXCategory
Performance 5-yr return+17.44%+10.83%
Expense ratio3.52%1.33%
Risk 5 year sharpe ratio1.120.72
Net assets$20.0M$1.2B
Average market cap$5.6B$48.2B
Average P/E18.619.5
Portfolio turnover118%118%

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Fund Management and Purchase Info

Fund familyMorgan Stanley
Fund manager & tenureBurak Alici / 5 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

U.S. stock48.98%
International stock39.92%
Fixed income7.54%
Other2.03%
Cash1.53%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 14.33%
MFS Manitowoc Foodservice Inc8.48%
-- 6.98%
TEX Terex Corp6.24%
-- 4.84%
BWXT BWX Technologies Inc3.75%
CRTO Criteo SA3.72%
JOY Joy Global Inc3.62%
HOG Harley-Davidson Inc3.53%
TWX Time Warner3.21%