Morgan Stanley Institutional International Opportunity Portfolio Class C (MSOCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
29.19
+0.29 (1.00%)
Jun 27, 2025, 4:00 PM EDT
27.36%
Fund Assets 796.95M
Expense Ratio 2.07%
Min. Investment $1,000
Turnover 28.00%
Dividend (ttm) n/a
Dividend Yield n/a
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date n/a
Previous Close 28.90
YTD Return 16.57%
1-Year Return 27.36%
5-Year Return 17.14%
52-Week Low 21.82
52-Week High 29.19
Beta (5Y) n/a
Holdings 34
Inception Date Apr 30, 2015

About MSOCX

Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio Class C is an open-end mutual fund that seeks long-term capital appreciation through investments in high-quality companies located primarily outside the United States. The fund targets both established and emerging companies, selecting firms with market capitalizations within the range of those included in the MSCI All Country World ex USA Index. It emphasizes a growth-oriented approach, often allocating assets to sectors such as technology and consumer discretionary, but also maintains exposure to a variety of industries, including consumer staples. The portfolio is constructed using fundamental, bottom-up analysis, focusing on businesses believed to possess sustainable competitive advantages that can be monetized through growth. Additionally, the investment process integrates environmental, social, and governance (ESG) considerations, evaluating companies for their financial strength and their impact on sustainability and responsible business practices. The strategy is designed to provide diversified international exposure, balancing developed and emerging markets, and serves as a vehicle for investors seeking to participate in global growth opportunities beyond the U.S. market.

Fund Family Morgan Stanley
Category Foreign Large Growth
Stock Exchange NASDAQ
Ticker Symbol MSOCX
Share Class Class C
Index MSCI AC World ex USA NR USD

Performance

MSOCX had a total return of 27.36% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.57%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
FTAEX Fidelity Fidelity Advisor Total International Equity Fund - Class A 1.20%
FTEIX Fidelity Fidelity Advisor Total International Equity Fund - Class I 0.95%
FTCEX Fidelity Fidelity Advisor Total International Equity Fund - Class C 1.95%
FTIEX Fidelity Fidelity Total International Equity Fund 0.95%
FIEZX Fidelity Fidelity Advisor Total International Equity Fund - Class Z 0.80%

Other Share Classes

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

Symbol Share Class Expense Ratio
MRNPX Class Ir 0.94%
MNOPX Class R6 0.94%
MIOIX Class I 1.00%
MIOPX Class A 1.34%

Top 10 Holdings

46.99% of assets
Name Symbol Weight
MercadoLibre, Inc. MELI 6.21%
Spotify Technology S.A. SPOT 5.69%
DSV A/S DSV 5.66%
Sanrio Company, Ltd. 8136 4.59%
Hermès International Société en commandite par actions RMS 4.58%
ICICI Bank Limited IBN 4.27%
Schneider Electric S.E. SU 4.15%
Coupang, Inc. CPNG 4.11%
Meituan 3690 3.99%
Moncler S.p.A. MONC 3.75%
View More Holdings