About MLNIX
Morgan Stanley Institutional Fund, Inc. Global Concentrated Portfolio Class I is an actively managed mutual fund focused on achieving long-term capital appreciation through a select portfolio of global equities. This fund takes a concentrated approach, typically holding between 15 to 22 companies worldwide, which allows it to focus on firms identified as having attractive valuations, above-average growth potential, and competitive dividend yields. The investment team employs a flexible strategy that blends quantitative models with in-depth stock-specific research, enabling them to adjust the portfolio’s exposure to value, growth, or defensive stocks based on prevailing market opportunities.
Notably, the portfolio spans both U.S. and international markets, with significant allocations to sectors such as financials, information technology, and communication services. This concentrated structure means over 60% of assets may be invested in the top ten holdings, aiming for high conviction in each selection. Designed for institutional and high-net-worth investors, the fund also emphasizes diversification as a means of risk control given its limited number of holdings. Since its inception in 2016, the fund has sought to outperform broad global equity benchmarks regardless of market cycles, serving as a core holding for those seeking focused exposure to leading global companies.
Fund Family Morgan Stanley
Category World Large-Stock Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol MLNIX
Share Class Class I
Index MSCI World NR USD
MLNIX had a total return of 9.18% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.63%.
