About MLMSX
Morgan Stanley Institutional Fund, Inc. Global Core Portfolio Class R6 is a global equity mutual fund designed to seek long-term capital appreciation. The fund invests primarily in large-cap companies across both U.S. and non-U.S. markets, selecting 30 to 60 stocks that exhibit attractive valuations, above-average growth potential, and competitive dividend yields. Employing a flexible investment strategy, the portfolio is unconstrained by a specific style, allowing it to adjust between value, growth, and defensive stocks as market conditions change. This approach combines quantitative modeling with in-depth, stock-specific research to identify high-potential investments. With a focus on diversification and active risk management, the fund aims to outperform its benchmark, the MSCI World Net Index, over time. The Class R6 shares are intended for eligible institutional investors and feature a relatively low expense ratio and high minimum investment threshold, reflecting its institutional focus. The Global Core Portfolio plays a significant role for investors seeking broad, actively managed exposure to developed and emerging equity markets worldwide, balancing geographic and sector allocations to pursue consistent excess returns regardless of prevailing market trends.
Fund Family Morgan Stanley
Category World Large-Stock Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol MLMSX
Share Class Class R6
Index MSCI World NR USD
MLMSX had a total return of 10.14% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.23%.
