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Morgan Stanley Institutional Fund, Inc. Advantage Portfolio (MADSX)

20.31
-0.13
(-0.64%)
At close: 8:01:28 PM EDT
Loading Chart for MADSX
  • Previous Close 20.44
  • YTD Return -6.77%
  • Expense Ratio 0.81%
  • Category Large Growth
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 182.4M
  • Beta (5Y Monthly) 1.54
  • Yield 1.63%
  • 5y Average Return --
  • Holdings Turnover 57.00%
  • Last Dividend 0.36
  • Inception Date Sep 13, 2013

The fund invests primarily in established companies with capitalizations within the range of companies included in the Russell 1000® Growth Index. In selecting securities for investment, the Adviser typically invests in companies it believes have strong name recognition and sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive risk/reward. The fund may invest in foreign securities, which may include emerging market securities. It may invest in equity securities.

Morgan Stanley

Fund Family

Large Growth

Fund Category

182.4M

Net Assets

2013-09-13

Inception Date

Performance Overview: MADSX

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Trailing returns as of 4/3/2025. Category is Large Growth.

YTD Return

MADSX
6.77%
Category
12.38%
 

1-Year Return

MADSX
14.68%
Category
41.70%
 

3-Year Return

MADSX
4.04%
Category
22.56%
 

5-Year Return

MADSX
9.35%
Category
21.98%
 

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Holdings: MADSX

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Sector Weightings

SectorMADSX
Technology   46.48%
Healthcare   6.11%
Real Estate   1.65%
Industrials   1.62%
Utilities   0.00%
Energy   0.00%

Recent News: MADSX

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Research Reports: MADSX

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