Morgan Stanley Institutional Global Insight Portfolio Class C (MSPTX)

Fund Assets	51.79M
Expense Ratio	2.10%
Min. Investment	$1,000
Turnover	66.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	15.53
YTD Return	-1.12%
1-Year Return	-11.12%
5-Year Return	-25.94%
52-Week Low	13.33
52-Week High	18.45
Beta (5Y)	1.07
Holdings	44
Inception Date	Apr 30, 2015

About MSPTX

Morgan Stanley Institutional Fund, Inc. Global Insight Portfolio Class C is a global equity mutual fund designed to seek long-term capital appreciation. The portfolio primarily invests in both established and emerging companies worldwide that demonstrate sustainable competitive advantages, strong balance sheets, and the ability to generate high returns on capital. Emphasizing a growth-oriented strategy, the fund targets businesses across sectors with above-average business visibility and favorable risk/reward profiles. It is classified as a global large-stock growth fund, with notable allocations in sectors such as Information Technology, Consumer Discretionary, Financials, and Health Care. The fund is actively managed by an experienced investment team within Morgan Stanley Investment Management, and it aims to provide diversification by holding equities from a broad geographic spectrum. Its sector allocations and global reach position it as a tool for investors seeking exposure to leading companies across developed and emerging markets, reflecting broad trends in the global economy.

• Fund Family: Morgan Stanley
• Category: Global Multi-Cap Growth
• Performance Rating: Below Average
• Risk Rating: High
• Stock Exchange: Nasdaq
• Ticker Symbol: MSPTX
• Share Class: Class C
• Index: MSCI AC World NR USD

Performance

MSPTX had a total return of -11.12% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.88%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
VHGEX	Vanguard	Vanguard Global Equity Fund Investor Shares	0.38%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
MIGIX	Class I	1.00%
MIGPX	Class A	1.32%
MIGLX	Class L	1.85%

Top 10 Holdings

68.93% of assets

Name	Symbol	Weight
Cloudflare, Inc.	NET	13.48%
Royalty Pharma plc	RPRX	8.94%
Tesla, Inc.	TSLA	8.16%
Roivant Sciences Ltd.	ROIV	7.48%
Affirm Holdings, Inc.	AFRM	7.29%
Aurora Innovation, Inc.	AUR	4.91%
Space Exploration Technologies Corp.	SPCX	4.82%
AppLovin Corporation	APP	4.75%
MercadoLibre, Inc.	MELI	4.58%
Shopify Inc.	SHOP	4.51%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 16, 2024	$0.09105	Dec 16, 2024
Dec 16, 2022	$0.00793	Dec 16, 2022
Dec 17, 2021	$10.40677	Dec 17, 2021
Dec 16, 2020	$1.1784	Dec 16, 2020
Dec 16, 2019	$0.3925	Dec 16, 2019
Nov 14, 2018	$0.34381	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:

Oct 16, 2026

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