Morgan Stanley Institutional Fund, Inc. International Equity Portfolio Class I (MSIQX)

17.86
Net Asset Value
+0.68%
1 Day
-0.61%
Year-to-Date
Overall Morningstar Rating
Foreign large blend
Style or Category
No Load
Sales Expenses
0.98%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. issuers. Under normal circumstances- at least 80% of the fund's assets will be invested in equity securities. The fund may- but it is not required to- use derivative instruments for a variety of purposes- including hedging- risk management- portfolio management or to earn income.

Performance

1 month-5.74% 3 years+4.11%
3 months-0.27% 5 years+5.92%
1 year+16.86% Since inception+8.72%
Data through --

Peer Comparisonvs. Foreign large blend

 MSIQXCategory
Performance 5-yr return+5.92%+7.27%
Expense ratio0.98%1.07%
Risk 5 year sharpe ratio0.620.68
Net assets$4.2B$4.4B
Average market cap$56.1B$45.3B
Average P/E20.618.5
Portfolio turnover33%33%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyMorgan Stanley
Fund manager & tenureWilliam Lock / 18 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--

Holdings

International stock95.30%
Cash2.22%
U.S. stock1.72%
Fixed income0.77%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer goods 24.39%
Industrial materials 19.54%
Financial service 18.78%
Energy 10.48%
Healthcare 9.43%
Top 10 Holdings
Portfolio weighting
-- 4.79%
UNLNF Unilever4.31%
-- 4.13%
-- 3.94%
-- 3.82%
-- 3.59%
-- 3.34%
-- 3.33%
-- 3.00%
-- 2.99%