Morgan Stanley Institutional Advantage Portfolio Class I (MPAIX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
29.34
+0.13 (0.45%)
Dec 11, 2025, 8:07 AM EST
15.83%
Fund Assets220.35M
Expense Ratio0.85%
Min. Investment$5,000,000
Turnover57.00%
Dividend (ttm)0.36
Dividend Yield1.22%
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend DateDec 11, 2024
Previous Close29.21
YTD Return23.43%
1-Year Return17.48%
5-Year Return-10.57%
52-Week Low19.78
52-Week High31.24
Beta (5Y)1.62
Holdings33
Inception DateJul 1, 2008

About MPAIX

The fund invests primarily in established companies with capitalizations within the range of companies included in the Russell 1000® Growth Index. In selecting securities for investment, the Adviser seeks to invest in companies with strong name recognition and sustainable competitive advantages. The fund may invest in foreign securities, which may include emerging market securities. It may invest in equity securities. The fund may also invest in privately placed and restricted securities.

Fund Family Morgan Stanley
Category Large Growth
Performance Rating Low
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol MPAIX
Share Class Class I
Index Russell 1000 Growth TR

Performance

MPAIX had a total return of 17.48% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.62%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
MADSXClass R60.81%
MAPLXClass L0.99%
MAPPXClass A1.20%
MSPRXClass C1.95%

Top 10 Holdings

66.18% of assets
NameSymbolWeight
Cloudflare, Inc.NET13.52%
Tesla, Inc.TSLA8.22%
Roblox CorporationRBLX7.48%
Shopify Inc.SHOP6.94%
DoorDash, Inc.DASH6.30%
MercadoLibre, Inc.MELI5.31%
CrowdStrike Holdings, Inc.CRWD4.94%
Snowflake Inc.SNOW4.70%
Royalty Pharma plcRPRX4.50%
Strategy IncMSTR4.27%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 11, 2024$0.35541Dec 11, 2024
Dec 12, 2022$3.42734Dec 12, 2022
Dec 11, 2020$2.2308Dec 11, 2020
Dec 11, 2019$0.49065Dec 11, 2019
Nov 14, 2018$0.95203Nov 14, 2018
Jul 3, 2018$0.38284Jul 3, 2018
Full Dividend History