Nasdaq - Delayed Quote USD

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

27.33 +0.04 (+0.15%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 19.59%
5y Average Return 15.53%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Sep 9, 2024) 35.68%
Worst 1Y Total Return (Sep 9, 2024) --
Best 3Y Total Return 35.68%
Worst 3Y Total Return 8.29%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MUOAX
Category
YTD
24.36%
5.31%
1-Month
2.64%
-4.19%
3-Month
5.62%
3.90%
1-Year
33.33%
20.31%
3-Year
7.79%
6.48%
5-Year
16.82%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
32.90%
25.56%
Last Bear Market
-16.44%
-15.11%

Annual Total Return (%) History

Year
MUOAX
Category
2024
--
--
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% -- --
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 3
1-Month 25
3-Month 80
1-Year 2
3-Year 57
5-Year 8

Load Adjusted Returns

1-Year 26.33%
3-Year 5.87%
5-Year 15.57%
10-Year --

Performance & Risk

YTD Return 19.59%
5y Average Return 15.53%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Morgan Stanley
Net Assets 341.76M
YTD Return 24.36%
Yield 0.05%
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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