About MSFBX
Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio Class A is an actively managed mutual fund designed to achieve long-term capital appreciation through a concentrated portfolio of global large-cap equities. The fund focuses on investing in high-quality companies with durable competitive advantages, strong management, and robust financial health. Its strategy emphasizes firms that generate sustainable, unleveraged returns on capital, enjoy recurring revenue streams, and possess pricing power and organic growth potential. This approach typically leads the portfolio to concentrate holdings in a relatively small number of leading businesses across diverse industries, most notably technology, healthcare, financial services, and consumer defensive sectors. With assets sourced from at least three different countries, the fund provides broad geographic diversification, while annual turnover remains moderate, reflecting a long-term, quality-focused investment style. The fund is managed by an experienced team within Morgan Stanley Investment Management, and its investment process is underpinned by rigorous research and a disciplined, quality-first philosophy. Serving both retail and institutional investors, the Global Franchise Portfolio Class A plays a significant role in offering exposure to global industry leaders for those seeking stable, compounding returns over time.
Fund Family Morgan Stanley
Category World Large-Stock Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol MSFBX
Share Class Class A
Index MSCI World NR USD
MSFBX had a total return of -18.11% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.55%.
