Morgan Stanley Institutional Fund, Inc. Advantage Portfolio

Scorecard
5 / 5 Stars
Lipper
5 5 5 2 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Morgan Stanley funds

See full Large Growth rankings

See more fund rankings

Performance

The fund has returned 33.04 percent over the past year, 18.39 percent over the past three years, and 27.87 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.6%
1 Year 33.0%
3 Years (Annualized) 18.4%
5 Years (Annualized) 27.9%
10 Years (Annualized) N/A

See more MPAIX performance

Summary

The investment seeks long-term capital appreciation. The fund invests primarily in established companies with capitalizations within the range of companies included in the Russell 1000® Growth Index. It may invest in foreign securities, which may include emerging market securities. The fund's equity investments may include common and preferred stocks, convertible securities and equity-linked securities, rights and warrants to purchase common stocks, depositary receipts, exchange-traded funds ("ETFs"), limited partnership interests and other specialty securities having equity features. It may invest in privately placed and restricted securities.

Fees

Fees are Average compared to funds in the same category.
Morgan Stanley Institutional Fund, Inc. Advantage Portfolio has an expense ratio of 1.05 percent.

See more MPAIX fees

Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

See more MPAIX risk