Nasdaq - Delayed Quote USD

Morgan Stanley Institutional Fund, Inc. - US Core Portfolio (MUOSX)

29.77
+0.78
+(2.69%)
At close: May 12 at 6:46:41 PM EDT
Loading Chart for MUOSX
  • Previous Close 28.99
  • YTD Return -4.22%
  • Expense Ratio 0.75%
  • Category Large Blend
  • Last Cap Gain 22.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 348.53M
  • Beta (5Y Monthly) 1.00
  • Yield 0.12%
  • 5y Average Return --
  • Holdings Turnover 32.00%
  • Last Dividend 0.03
  • Inception Date May 27, 2016

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.

Morgan Stanley

Fund Family

Large Blend

Fund Category

348.53M

Net Assets

2016-05-27

Inception Date

Performance Overview: MUOSX

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Trailing returns as of 5/8/2025. Category is Large Blend.

YTD Return

MUOSX
4.22%
Category
5.31%
 

1-Year Return

MUOSX
11.59%
Category
20.31%
 

3-Year Return

MUOSX
10.67%
Category
6.48%
 

5-Year Return

MUOSX
17.21%
Category
11.78%
 

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Holdings: MUOSX

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Sector Weightings

SectorMUOSX
Technology   29.48%
Industrials   6.48%
Real Estate   3.75%
Energy   2.41%
Healthcare   2.22%
Utilities   0.96%

Recent News: MUOSX

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Research Reports: MUOSX

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