Morgan Stanley Institutional Advantage Portfolio Class I (MPAIX)

Fund Assets	255.37M
Expense Ratio	0.85%
Min. Investment	$5,000,000
Turnover	61.00%
Dividend (ttm)	0.01
Dividend Yield	0.03%
Dividend Growth	-97.95%
Payout Frequency	n/a
Ex-Dividend Date	Dec 11, 2025

Previous Close	27.62
YTD Return	-2.65%
1-Year Return	-3.69%
5-Year Return	-7.86%
52-Week Low	23.61
52-Week High	31.24
Beta (5Y)	0.97
Holdings	37
Inception Date	Jun 30, 2008

About MPAIX

Morgan Stanley Institutional Fund, Inc. Advantage Portfolio Class I is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in established large-cap U.S. companies. The fund targets businesses recognized for strong brand presence, sustainable competitive advantages, and solid financial profiles, often favoring firms with above-average business visibility and the capacity to generate high returns on invested capital. It employs a concentrated investment approach, holding a relatively small number of equities, which results in a high active share compared to its benchmark, the Russell 1000 Growth Index. The fund is managed by a seasoned team at Morgan Stanley Investment Management and is classified within the large growth category, with notable exposures to the technology, consumer cyclical, and communication services sectors. Its portfolio has historically included significant weights in leading technology innovators and disruptive growth companies. As an institutional share class, it features a competitive net expense ratio and is structured for investors seeking exposure to large-cap U.S. growth equities through a high-conviction, research-driven strategy. The Advantage Portfolio plays a role in offering diversified growth opportunities and is typically considered by investors aiming to capture potential from leading U.S. growth enterprises.

• 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 -3.69% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.29%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
MADSX	Class R6	0.81%
MAPLX	Class L	0.99%
MAPPX	Class A	1.20%
MSPRX	Class C	1.95%

Top 10 Holdings

60.02% of assets

Name	Symbol	Weight
Cloudflare, Inc.	NET	11.76%
Morgan Stanley InstlLqdty TrsSecs Instl	MSUXX	7.23%
Royalty Pharma plc	RPRX	6.50%
Tesla, Inc.	TSLA	5.99%
AppLovin Corporation	APP	5.23%
Space Exploration Technologies Corp.	SPCX	4.79%
Roivant Sciences Ltd.	ROIV	4.78%
DoorDash, Inc.	DASH	4.73%
Affirm Holdings, Inc.	AFRM	4.54%
Shopify Inc.	SHOP	4.47%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 11, 2025	$0.00729	Dec 11, 2025
Dec 11, 2024	$0.35541	Dec 11, 2024
Dec 12, 2022	$3.42734	Dec 12, 2022
Dec 11, 2020	$2.2308	Dec 11, 2020
Dec 11, 2019	$0.49065	Dec 11, 2019
Nov 14, 2018	$0.95203	Nov 14, 2018

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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