About MUOAX
Morgan Stanley Institutional Fund, Inc. US Core Portfolio Class A is a mutual fund focused on long-term capital appreciation by investing primarily in U.S. large-cap equities. Designed for investors seeking exposure to both growth and value styles, the fund actively manages a concentrated portfolio—typically holding between 30 to 60 companies—selected through a flexible approach that blends quantitative models with rigorous, stock-specific research. This strategy aims to capitalize on opportunities regardless of whether value or growth is in favor, emphasizing stocks with attractive valuations, above-average appreciation potential, and competitive dividend yields. The fund’s sector allocation is diversified across key areas of the U.S. economy, with significant weightings typically in technology, financial services, and consumer-oriented industries. Managed by an experienced investment team, the fund seeks to outperform its benchmark, the S&P 500 Index, but its risk-return characteristics and performance will vary with market conditions. As a large blend fund, it plays a role in providing core U.S. equity exposure within a diversified investment portfolio, appealing to investors looking for an actively managed alternative to passive index investments.
Fund Family Morgan Stanley
Category Large Blend
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol MUOAX
Share Class Class A
Index S&P 500 TR
MUOAX had a total return of 10.38% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.46%.
