About MUOIX
Morgan Stanley Institutional Fund, Inc. US Core Portfolio Class I is a mutual fund designed to provide long-term capital appreciation by investing primarily in U.S. companies. Managed using both quantitative models and fundamental, stock-specific research, the fund maintains a focused portfolio of typically 30 to 60 holdings, aiming to adapt flexibly between value, growth, and defensive stocks in response to changing market conditions. The fund is categorized as Large Blend, reflecting its tendency to include a mix of both growth and value-oriented large-cap stocks. Its top holdings often span technology, financial services, and consumer sectors, with companies such as Microsoft, NVIDIA, Apple, JPMorgan Chase, and Amazon representing significant portfolio weights. The strategy also emphasizes risk control by diversifying across a limited number of positions. As an institutional share class, it is tailored for investors able to meet a substantial minimum investment threshold. The fund’s objective and construction make it a notable vehicle for accessing a core segment of the U.S. equity market, seeking to outperform broad market indices over time.
Fund Family Morgan Stanley
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol MUOIX
Share Class Class I
Index S&P 500 TR
MUOIX had a total return of 7.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.08%.
