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Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio Class A (MGGPX)

19.22
Net Asset Value
+0.58%
1 Day
+28.05%
Year-to-Date
Overall Morningstar Rating
World large stock
Style or Category
5.25
Sales Expenses
1.41%
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. In selecting securities for investment, the Adviser seeks high-quality established and emerging companies that the Adviser believes are undervalued at the time of purchase. The fund may invest in equity securities. It may also invest in privately placed and restricted securities.

Performance

1 month+1.64% 3 years+16.64%
3 months+11.81% 5 years+19.20%
1 year+27.49% Since inception+17.97%
Data through --

Peer Comparisonvs. World large stock

 MGGPXCategory
Performance 5-yr return+19.20%+8.27%
Expense ratio1.41%1.25%
Risk 5 year sharpe ratio1.441.07
Net assets$1.1B$1.4B
Average market cap$38.2B$65.6B
Average P/E39.820.6
Portfolio turnover37%37%

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Fund Management and Purchase Info

Fund familyMorgan Stanley
Fund manager & tenureKristian Heugh / 9 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

International stock50.52%
U.S. stock39.56%
Fixed income8.08%
Other1.85%
Cash0.00%
Top 5 Sectors
Portfolio weighting
Business service 22.43%
Telecommunication 18.33%
Financial service 17.08%
Consumer goods 11.98%
Consumer service 11.71%
Top 10 Holdings
Portfolio weighting
FB Facebook8.52%
-- 8.08%
TAL TAL Education Group6.28%
AMZN Amazon5.72%
EPAM EPAM Systems Inc5.13%
PCLN Priceline5.03%
-- 4.53%
MA MasterCard4.44%
V Visa4.31%
LXFT Luxoft Holding Inc3.71%