About MSFAX
Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio Class I is an actively managed mutual fund focused on achieving long-term capital appreciation by investing in high-quality, large-cap companies worldwide. Classified in the "Global Large-Stock Blend" category, the fund targets businesses with durable, hard-to-replicate intangible assets, dominant market positions, strong free cash flow, and sustainable pricing power. Its holdings span multiple developed countries, with a significant allocation to U.S. equities, and include leading companies across sectors such as technology, healthcare, financial services, and consumer defensive industries.
The portfolio is managed by a seasoned investment team employing a research-driven, quality-focused approach that emphasizes stable, compounding growth and lower capital intensity. The fund typically maintains a concentrated portfolio, as evidenced by a high percentage of assets in its top ten holdings, and demonstrates moderate portfolio turnover. Designed for institutional investors, the Class I shares require a higher minimum investment and offer a competitive expense structure. Overall, this fund serves investors seeking global equity exposure through a disciplined focus on high-quality franchises with the potential for compounding returns over the long term.
Fund Family Morgan Stanley
Category World Large-Stock Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol MSFAX
Share Class Class I
Index MSCI World NR USD
MSFAX had a total return of -12.81% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.95%.
