About MSJIX
Morgan Stanley Institutional Fund Global Endurance Portfolio Class I is an actively managed mutual fund designed to pursue long-term capital appreciation by investing primarily in small- and mid-cap companies across global markets. The fund adopts a "best ideas" approach, focusing its portfolio on a concentrated selection of stocks that the investment team believes possess durable competitive advantages and strong long-term growth prospects. As of the most recent reporting, the fund is notably top-heavy, with a substantial portion of its assets concentrated in its top holdings, often in sectors such as technology, consumer cyclical, healthcare, and industrials. Key positions include Appian Corp, Victoria PLC, Tesla Inc, and HCA Healthcare among others. The portfolio is characterized by a relatively high turnover rate and a moderate expense ratio, making it competitive within its peer group in terms of costs. Geared toward institutional investors, the Class I shares require a higher minimum investment, underscoring the fund’s targeted appeal to sophisticated market participants seeking diversified exposure to innovative businesses worldwide.
Fund Family Morgan Stanley
Category World Small/Mid Stock
Performance Rating Below Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol MSJIX
Share Class Class I
Index MSCI AC World NR USD
MSJIX had a total return of 4.19% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.64%.
