About MGHRX
Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class IR is an institutional share class of an open-end mutual fund managed by Morgan Stanley Investment Management. The primary objective of the fund is long-term capital appreciation, achieved by investing predominantly in growth-oriented equity securities of companies with market capitalizations within the range of the Russell 1000® Growth Index. This portfolio focuses on both established and emerging businesses poised for above-average growth, particularly within sectors like technology, communication services, consumer cyclical, and healthcare. The fund is characterized by significant concentration in its top holdings, which make up over 60% of its assets, with prominent positions in companies such as DoorDash, Cloudflare, The Trade Desk, and Tesla. As an institutional fund, it features a relatively low expense ratio and a high minimum investment threshold, catering primarily to large investors such as pension funds or endowments. The Growth Portfolio is recognized for its active management approach, aiming to identify innovative firms and capitalize on long-term structural growth trends in the market, making it a notable presence in the large-cap growth segment of the asset management industry.
Fund Family Morgan Stanley
Category Multi-Cap Growth
Performance Rating Below Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol MGHRX
Share Class Class Ir
Index Russell 1000 Growth TR
MGHRX had a total return of -10.45% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.90%.
