About MUOSX
Morgan Stanley Institutional Fund, Inc. US Core Portfolio Class R6 is a mutual fund designed to provide investors with long-term capital appreciation through a diversified approach to large-cap U.S. equities. As a "large blend" strategy, the fund invests across both growth and value stocks, aiming to outperform its benchmark, the S&P 500 Total Return Index, regardless of which investment style is in favor. The portfolio typically holds between 30 and 60 U.S. companies selected through a combination of quantitative models and in-depth stock research, with a focus on attractive valuations, above-average appreciation potential, and competitive dividend yields. Major sectors represented include technology, financial services, consumer cyclical, and communication services, with significant holdings in industry leaders such as NVIDIA, Microsoft, Apple, and JPMorgan Chase. Class R6 shares are tailored for institutional investors or eligible retirement plans, requiring a substantial minimum initial investment. The fund’s disciplined risk and return management, coupled with an actively managed process, positions it as a core holding for investors seeking broad exposure to U.S. large-cap equities within a single product.
Fund Family Morgan Stanley
Category Large Blend
Performance Rating Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol MUOSX
Share Class Class R6
Index S&P 500 TR
MUOSX had a total return of 3.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.76%.
