Nasdaq - Delayed Quote • USD
Morgan Stanley Institutional Fund, Inc. - US Core Portfolio (MUOCX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 19.01% |
| 5y Average Return | 14.65% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Sep 9, 2024) | 34.55% |
| Worst 1Y Total Return (Sep 9, 2024) | -- |
| Best 3Y Total Return | 34.55% |
| Worst 3Y Total Return | 7.48% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MUOCX
Category
- YTD
- 23.75%
- 5.31%
- 1-Month
- 2.56%
- -4.19%
- 3-Month
- 5.41%
- 3.90%
- 1-Year
- 32.27%
- 20.31%
- 3-Year
- 6.99%
- 6.48%
- 5-Year
- 15.94%
- 11.78%
- 10-Year
- 0.00%
- 10.96%
- Last Bull Market
- 32.40%
- 25.56%
- Last Bear Market
- -16.55%
- -15.11%
Annual Total Return (%) History
Year
MUOCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 14.73% | 6.38% | -- | -- |
| 2023 | 0.75% | 7.36% | -4.22% | 12.71% |
| 2022 | -6.41% | -16.55% | -3.15% | 4.49% |
| 2021 | 6.74% | 8.99% | 3.88% | 11.34% |
| 2020 | -22.45% | 25.79% | 10.90% | 13.55% |
| 2019 | 13.17% | 6.19% | 3.03% | 8.63% |
| 2018 | -2.44% | 1.67% | 6.57% | -16.69% |
| 2017 | 5.19% | 1.64% | 4.67% | 5.41% |
| 2016 | 4.52% | 0.76% | -- | -- |
Rank in Category (By Total Return)
| YTD | 3 |
| 1-Month | 29 |
| 3-Month | 83 |
| 1-Year | 3 |
| 3-Year | 71 |
| 5-Year | 18 |
Load Adjusted Returns
| 1-Year | 31.27% |
| 3-Year | 6.99% |
| 5-Year | 15.94% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 19.01% |
| 5y Average Return | 14.65% |
| 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 | 23.75% |
| 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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