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Nasdaq - Delayed Quote USD

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

28.55
+0.20
+(0.71%)
At close: 8:01:41 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.32%
5y Average Return 20.34%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Mar 31, 2025) 36.17%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 36.17%
Worst 3Y Total Return 6.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MUOSX
Category
YTD
2.43%
5.31%
1-Month
-0.62%
-4.19%
3-Month
-1.54%
3.90%
1-Year
18.73%
20.31%
3-Year
10.86%
6.48%
5-Year
17.75%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
21.21%
25.56%
Last Bear Market
-16.37%
-15.11%

Annual Total Return (%) History

Year
MUOSX
Category
2024
28.69%
--
2023
18.05%
22.32%
2022
-20.16%
-16.96%
2021
36.06%
26.07%
2020
24.27%
15.83%
2019
36.17%
28.78%
2018
-11.04%
-6.27%
2017
19.37%
20.44%

2016
--
10.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 15.05% 6.64% 2.40% 2.43%
2023 1.02% 7.63% -3.94% 13.03%
2022 -6.18% -16.37% -2.90% 4.79%
2021 7.02% 9.29% 4.16% 11.68%
2020 -22.25% 26.23% 11.16% 13.90%
2019 13.60% 6.47% 3.34% 8.93%
2018 -2.18% 1.89% 6.95% -16.55%
2017 5.45% 1.91% 4.99% 5.80%
2016 4.82% 1.07% -- --

Rank in Category (By Total Return)

YTD 27
1-Month 18
3-Month 49
1-Year 15
3-Year 58
5-Year 7

Load Adjusted Returns

1-Year 18.73%
3-Year 10.86%
5-Year 17.75%
10-Year --

Performance & Risk

YTD Return -4.32%
5y Average Return 20.34%
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 2.43%
Yield 0.11%
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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