Morgan Stanley Institutional Advantage Portfolio Class A (MAPPX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
23.58
+0.55 (2.39%)
Feb 17, 2026, 8:06 AM EST
Fund Assets233.38M
Expense Ratio1.20%
Min. Investment$1,000
Turnover57.00%
Dividend (ttm)0.29
Dividend Yield1.00%
Dividend Growthn/a
Payout FrequencyAnnual
Ex-Dividend Daten/a
Previous Close23.03
YTD Return-15.85%
1-Year Return-12.63%
5-Year Return-38.94%
52-Week Low19.65
52-Week High30.98
Beta (5Y)n/a
Holdings33
Inception DateMay 24, 2010

About MAPPX

Morgan Stanley Institutional Fund, Inc. Advantage Portfolio Class A is an actively managed mutual fund designed to pursue long-term capital appreciation. This fund primarily invests in established large-cap companies in the United States that exhibit strong brand recognition, sustainable competitive advantages, and robust balance sheets. The strategy emphasizes firms with the potential to generate high returns on capital and aims for an attractive risk/reward profile over time. Categorized as a large growth fund, the portfolio is notably concentrated, with a significant portion allocated to a select group of top holdings—frequently exceeding 60% in the ten largest positions. Notable sectors include technology, consumer cyclical, and healthcare, with leading positions in companies like DoorDash, Cloudflare, Uber Technologies, Shopify, and Snowflake. The fund is managed by a seasoned investment team with extensive industry experience, applying a disciplined approach to security selection and portfolio construction. Through its concentrated, high-conviction strategy, the Advantage Portfolio Class A plays a decisive role for investors seeking exposure to innovative, growth-oriented U.S. companies within the large-cap equity segment of the financial market.

Fund Family Morgan Stanley
Category Large Growth
Performance Rating Low
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol MAPPX
Share Class Class A
Index Russell 1000 Growth TR

Performance

MAPPX had a total return of -12.63% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.00%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FACGXFidelityFidelity Advisor Growth Opportunities Fund - Class C1.71%
FAGOXFidelityFidelity Advisor Growth Opportunities Fund - Class M1.21%
FAGCXFidelityFidelity Advisor Growth Opportunities Fund - Class I0.71%
FZAHXFidelityFidelity Advisor Growth Opportunities Fund - Class Z0.60%
FAGAXFidelityFidelity Advisor Growth Opportunities Fund - Class A0.96%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
MADSXClass R60.81%
MPAIXClass I0.85%
MAPLXClass L0.99%
MSPRXClass C1.95%

Top 10 Holdings

66.18% of assets
NameSymbolWeight
Cloudflare, Inc.NET13.52%
Tesla, Inc.TSLA8.22%
Roblox CorporationRBLX7.48%
Shopify Inc.SHOP6.94%
DoorDash, Inc.DASH6.30%
MercadoLibre, Inc.MELI5.31%
CrowdStrike Holdings, Inc.CRWD4.94%
Snowflake Inc.SNOW4.70%
Royalty Pharma plcRPRX4.50%
Strategy IncMSTR4.27%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 11, 2024$0.2909Dec 11, 2024
Dec 12, 2022$3.42734Dec 12, 2022
Dec 11, 2020$2.2308Dec 11, 2020
Dec 11, 2019$0.49065Dec 11, 2019
Nov 14, 2018$0.95203Nov 14, 2018
Jul 3, 2018$0.38284Jul 3, 2018
Full Dividend History