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Nasdaq - Delayed Quote USD

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

28.18
+0.20
+(0.71%)
At close: 8:01:41 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.37%
5y Average Return 19.92%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Mar 31, 2025) 35.68%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 35.68%
Worst 3Y Total Return 6.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MUOAX
Category
YTD
2.39%
5.31%
1-Month
-0.63%
-4.19%
3-Month
-1.61%
3.90%
1-Year
18.37%
20.31%
3-Year
10.50%
6.48%
5-Year
17.37%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
20.93%
25.56%
Last Bear Market
-16.44%
-15.11%

Annual Total Return (%) History

Year
MUOAX
Category
2024
28.22%
--
2023
17.71%
22.32%
2022
-20.42%
-16.96%
2021
35.58%
26.07%
2020
23.77%
15.83%
2019
35.68%
28.78%
2018
-11.35%
-6.27%
2017
18.80%
20.44%

2016
--
10.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.94% 6.52% 2.33% 2.34%
2023 0.93% 7.56% -3.99% 12.94%
2022 -6.23% -16.44% -2.93% 4.64%
2021 6.95% 9.20% 4.09% 11.52%
2020 -22.29% 26.04% 11.06% 13.78%
2019 13.44% 6.41% 3.28% 8.83%
2018 -2.26% 1.90% 6.73% -16.61%
2017 5.27% 1.82% 4.92% 5.64%
2016 4.82% 0.95% -- --

Rank in Category (By Total Return)

YTD 27
1-Month 18
3-Month 51
1-Year 18
3-Year 64
5-Year 11

Load Adjusted Returns

1-Year 12.16%
3-Year 8.53%
5-Year 16.11%
10-Year --

Performance & Risk

YTD Return -4.37%
5y Average Return 19.92%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Morgan Stanley
Net Assets 363.12M
YTD Return 2.39%
Yield 0.00%
Morningstar Rating
Inception Date May 27, 2016

Fund Summary

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.

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