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Nasdaq - Delayed Quote USD
Morgan Stanley Institutional Fund, Inc. - US Core Portfolio (MUOIX)
28.53
+0.21
+(0.74%)
At close: 8:01:41 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 36.01% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -4.36% |
| 5y Average Return | 20.28% |
| Rank in Category (ytd) | 27 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MUOIX | Category Average | MUOIX | Category Average | MUOIX | Category Average | |
| Alpha | -1.4 | -0.01 | 0.04 | -0.01 | -- | -0.01 |
| BETA | 0.99 | 0.01 | 1.07 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.99 | 0.01 | 1.53 | 0.01 | -- | 0.01 |
| R-squared | 89.98 | 0.94 | 92.26 | 0.95 | -- | 0.95 |
| Standard Deviation | 17.74 | 0.17 | 19.79 | 0.19 | -- | 0.15 |
| Sharpe Ratio | 0.42 | 0 | 0.79 | 0.01 | -- | 0.01 |
| Treynor Ratio | 6.35 | 0.03 | 13.94 | 0.1 | -- | 0.1 |
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