Morgan Stanley Institutional US Core Portfolio Class C (MUOCX)

Fund Assets	220.32M
Expense Ratio	1.90%
Min. Investment	$1,000
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	27.79
YTD Return	-1.84%
1-Year Return	12.52%
5-Year Return	108.51%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	32
Inception Date	May 27, 2016

About MUOCX

The Morgan Stanley Institutional US Core Portfolio Class C (MUOCX) seeks to achieve the Portfolio's investment objective by investing primarily in U.S. companies. At least 80% of the Portfolio's assets will be invested in equity securities of issuers located in the United States.

• Category: Large Blend
• Performance Rating: Average
• Risk Rating: High
• Stock Exchange: NASDAQ
• Ticker Symbol: MUOCX
• Share Class: Class C
• Index: S&P 500 TR

Performance

MUOCX had a total return of 12.52% in the past year. Since the fund's inception, the average annual return has been 12.25%, including dividends.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
undefined	Fidelity	Fidelity Capital Appreciation Fund - Class K	0.49%
undefined	Fidelity	Fidelity Capital Appreciation Fund	0.56%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
MUOSX	Class R6	0.75%
MUOIX	Class I	0.80%
MUOAX	Class A	1.15%

Top 10 Holdings

59.49% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	9.63%
Apple Inc.	AAPL	7.44%
Microsoft Corporation	MSFT	7.02%
Alphabet Inc.	GOOGL	6.80%
Amazon.com, Inc.	AMZN	5.91%
JPMorgan Chase & Co.	JPM	5.08%
Ameriprise Financial, Inc.	AMP	4.68%
Costco Wholesale Corporation	COST	4.60%
The Progressive Corporation	PGR	4.29%
The TJX Companies, Inc.	TJX	4.04%