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Morgan Stanley Institutional Fu (0P0001M4MK)

12.21 -0.07 (-0.57%)
At close: April 5 at 4:00 PM EDT
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DELL
  • Previous Close 12.28
  • YTD Return 7.78%
  • Expense Ratio 0.95%
  • Category World Large-Stock Growth
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 76.18M
  • Beta (5Y Monthly) 1.55
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 43.00%
  • Last Dividend 0.03
  • Inception Date Jun 14, 2021

Under normal market conditions, the Adviser 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 Net Index. Under normal market conditions, the fund typically invests at least 40% of its total assets in the securities of issuers located outside of the United States, unless the Adviser determines, in its sole discretion, that conditions are not favorable.

Morgan Stanley

Fund Family

World Large-Stock Growth

Fund Category

76.18M

Net Assets

2021-06-14

Inception Date

Performance Overview: 0P0001M4MK

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Trailing returns as of 4/3/2024. Category is World Large-Stock Growth.

YTD Return

0P0001M4MK
7.78%
Category
9.95%
 

1-Year Return

0P0001M4MK
34.90%
Category
40.81%
 

3-Year Return

0P0001M4MK
14.69%
Category
19.17%
 

5-Year Return

0P0001M4MK
4.68%
Category
18.49%
 

Holdings: 0P0001M4MK

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Top 10 Holdings (60.07% of Total Assets)

SymbolCompany% Assets
NET
Cloudflare, Inc. 9.17%
ADYEN.AS
Adyen N.V. 7.28%
SHOP
Shopify Inc. 6.91%
MELI
MercadoLibre, Inc. 6.76%
AFRM
Affirm Holdings, Inc. 6.55%
GLBE
Global-E Online Ltd. 4.85%
TSLA
Tesla, Inc. 4.77%
UBER
Uber Technologies, Inc. 4.70%
SNOW
Snowflake Inc. 4.62%
DASH
DoorDash, Inc. 4.46%

Sector Weightings

Sector0P0001M4MK
Technology   55.14%
Healthcare   9.53%
Real Estate   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%

Recent News: 0P0001M4MK

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Research Reports: 0P0001M4MK

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