Morgan Stanley Insti Fund Quote
| MIOIX Fund | USD 30.59 0.22 0.71% |
PerformanceModest
| Odds Of DistressLow
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Morgan Stanley is trading at 30.59 as of the 21st of March 2025; that is 0.71 percent decrease since the beginning of the trading day. The fund's open price was 30.81. Morgan Stanley has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund invests primarily in established and emerging companies on an international basis, with capitalizations within the range of companies included in the MSCI All Country World ex USA Index. It invests primarily in securities of companies located in Europe, Japan, Asia, the Pacific Basin, Latin America, the Middle East and Africa. More on Morgan Stanley Insti
Moving together with Morgan Mutual Fund
Morgan Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Growth Funds, Foreign Large Growth Funds, Foreign Large Growth, Morgan Stanley (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Morgan Stanley Insti [MIOIX] is traded in USA and was established 21st of March 2025. Morgan Stanley is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Foreign Large Growth category and is part of Morgan Stanley family. This fund now has accumulated 1.23 B in assets with no minimum investment requirementsMorgan Stanley Insti is currently producing year-to-date (YTD) return of 5.29% with the current yeild of 0.0%, while the total return for the last 3 years was 9.78%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Morgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Morgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Morgan Stanley Insti Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Morgan Stanley Insti Mutual Fund Constituents
| HESAF | Hermes International SCA | Pink Sheet | Luxury Goods | |
| HTHT | Huazhu Group | Stock | Consumer Discretionary | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| BKNG | Booking Holdings | Stock | Consumer Discretionary | |
| DSDVF | DSV Panalpina AS | Pink Sheet | Integrated Freight & Logistics | |
| EPAM | EPAM Systems | Stock | Information Technology | |
| EVO | Evotec SE ADR | Stock | Health Care | |
| FQVTF | Fevertree Drinks Plc | Pink Sheet | Beverages—Non-Alcoholic |
Morgan Stanley Top Holders
| SMIFX | Sound Mind Investing | Mutual Fund | Allocation--85%+ Equity | |
| SMILX | Smi Servative Allocation | Mutual Fund | Allocation--70% to 85% Equity |
Morgan Stanley Insti Risk Profiles
| Mean Deviation | 0.9054 | |||
| Semi Deviation | 1.28 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.48 |
Morgan Stanley Against Markets
Other Information on Investing in Morgan Mutual Fund
Morgan Stanley financial ratios help investors to determine whether Morgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Morgan with respect to the benefits of owning Morgan Stanley security.
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| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |