Nasdaq - Delayed Quote USD

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

29.94
+0.13
+(0.44%)
At close: May 29 at 6:46:40 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.88%
5y Average Return 16.65%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (May 28, 2025) 35.68%
Worst 1Y Total Return (May 28, 2025) --
Best 3Y Total Return 35.68%
Worst 3Y Total Return 6.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MUOAX
Category
YTD
-4.31%
5.31%
1-Month
0.07%
-4.19%
3-Month
-7.13%
3.90%
1-Year
11.20%
20.31%
3-Year
10.32%
6.48%
5-Year
16.83%
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
2025
--
--
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
2025 -4.37% -- -- --
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 35
1-Month 16
3-Month 29
1-Year 38
3-Year 60
5-Year 6

Load Adjusted Returns

1-Year 5.36%
3-Year 8.35%
5-Year 15.58%
10-Year --

Performance & Risk

YTD Return 1.88%
5y Average Return 16.65%
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Morgan Stanley
Net Assets 348.53M
YTD Return -4.31%
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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