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Morgan Stanley Institutional Fund, Inc. - Asia Opportunity Portfolio (MSAYX)

20.34
-1.28
(-5.92%)
At close: April 4 at 8:01:40 PM EDT

Fund Summary

Under normal market conditions, the Adviser seeks to achieve the fund’s investment objective by investing primarily in equity securities of issuers located in Asia, excluding Japan. 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. For purposes of maintaining exposure of at least 80% of the fund's assets to equity securities of issuers located in Asia, the fund may also invest in ADRs, GDRs and other types of depositary receipts with respect to issuers located in Asia.

Morgan Stanley Institutional Fund, Inc. - Asia Opportunity Portfolio

New York, NY 10036
522 Fifth Avenue

Fund Overview

Category Pacific/Asia ex-Japan Stk
Fund Family Morgan Stanley
Net Assets 122.76M
YTD Return 2.10%
Yield 1.83%
Morningstar Rating
Inception Date Dec 29, 2015

Fund Operations

Last Dividend 0.40
Last Cap Gain 2.00
Holdings Turnover 19.00%
Average for Category --

Fees & Expenses

Expense MSAYX Category Average
Annual Report Expense Ratio (net) 1.05% 1.13%
Prospectus Net Expense Ratio 1.05% --
Prospectus Gross Expense Ratio 1.17% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.17%
Max Deferred Sales Load -- 1.00%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Kristian Heugh is the Head of the Global Opportunity team and leads Global and International investing for Counterpoint Global. He joined Morgan Stanley in 2001 and has been with financial industry since 2001. Previously, Kristian was a co-portfolio manager of an international equity strategy and a technology strategy while a member of the Global Research Group, working closely with the Counterpoint Global team. Prior to that, he was a technology analyst for MSIM’s Sector Rotation multi-cap growth strategies. Kristian received a B.A. in economics from Duke University and holds the Chartered Financial Analyst designation.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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