About MLMAX
Morgan Stanley Institutional Fund, Inc. Global Core Portfolio Class A is an actively managed mutual fund designed to provide long-term capital appreciation. This fund takes a global approach, investing in both U.S. and international large-cap companies spanning developed markets. Its investment strategy is distinguished by a flexible blend of quantitative models and in-depth stock-specific research, seeking to identify 30 to 60 companies worldwide with attractive valuations, strong growth potential, and competitive dividend yields. The portfolio is intentionally concentrated, with a significant portion of assets allocated to its top holdings, enhancing diversification while focusing on high-conviction ideas. The fund aims to outperform its benchmark, the MSCI World Net Index, regardless of prevailing market investment styles, whether growth or value. By combining top-down economic analysis with bottom-up stock selection, it targets firms across various sectors and geographies, making it relevant for investors seeking broad global equity exposure within a single fund. Managed by an experienced team at Morgan Stanley, this mutual fund plays a key role in global equity allocations for diversified portfolios.
Fund Family Morgan Stanley
Category World Large-Stock Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol MLMAX
Share Class Class A
Index MSCI World NR USD
MLMAX had a total return of 11.23% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.69%.
