Morgan Stanley Inst Global Insgt L (MIGLX)
| Fund Assets | 66.87M |
| Expense Ratio | 1.85% |
| Min. Investment | $1,000 |
| Turnover | 54.00% |
| Dividend (ttm) | 0.12 |
| Dividend Yield | 0.66% |
| Dividend Growth | n/a |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 16, 2024 |
| Previous Close | 17.85 |
| YTD Return | 21.56% |
| 1-Year Return | 66.40% |
| 5-Year Return | -1.82% |
| 52-Week Low | 10.53 |
| 52-Week High | 17.85 |
| Beta (5Y) | 1.40 |
| Holdings | 42 |
| Inception Date | Dec 28, 2010 |
About MIGLX
The Morgan Stanley Institutional Fund, Inc. Global Insight Portfolio is a mutual fund designed for long-term capital appreciation. It primarily invests in established and emerging global companies with sustainable competitive advantages, strong balance sheets, and the ability to deploy capital at high returns. The fund operates within the global large-cap growth category, investing in a diverse range of international stocks, often with a focus on developed markets. Its investment approach emphasizes business visibility and an attractive risk/reward profile, making it suitable for investors seeking global growth opportunities. The Global Insight Portfolio plays a significant role in the financial market by providing investors with access to a globally diversified portfolio of growth-oriented stocks.
Performance
MIGLX had a total return of 66.40% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.47%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| VHGEX | Vanguard | Vanguard Global Equity Inv | 0.43% |
Top 10 Holdings
59.68% of assets| Name | Symbol | Weight |
|---|---|---|
| Cloudflare, Inc. | NET | 12.11% |
| MercadoLibre, Inc. | MELI | 6.72% |
| Affirm Holdings, Inc. | AFRM | 6.60% |
| Strategy Inc | MSTR | 6.01% |
| Tesla, Inc. | TSLA | 5.71% |
| Shopify Inc. | SHOP | 5.55% |
| Adyen N.V. | ADYEN | 4.88% |
| Royalty Pharma plc | RPRX | 4.77% |
| IonQ, Inc. | IONQ | 3.68% |
| AppLovin Corporation | APP | 3.65% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 16, 2024 | $0.11633 | Dec 16, 2024 |
| Dec 16, 2022 | $0.00793 | Dec 16, 2022 |
| Dec 17, 2021 | $1.1227 | Dec 17, 2021 |
| Dec 16, 2020 | $1.17844 | Dec 16, 2020 |
| Dec 16, 2019 | $0.3925 | Dec 16, 2019 |
| Nov 14, 2018 | $0.34381 | Nov 14, 2018 |