Morningstar

Morgan Stanley Institutional Fund, Inc. Advantage Portfolio Class R6 MADSX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Morgan Stanley Investment Hub
  • NAV / 1-Day Return $28.39  /  +0.60 %
  • Fund Size $253.7M
  • Adjusted Expense Ratio 0.810%
  • Net Expense Ratio 0.800%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.07%
  • Turnover Ratio 61%
NAV and 1-Day Return as of

Morningstar’s Analysis MADSX

Will MADSX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MADSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MADSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MADSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An audacious but adept investment team.

Principal Robby Greengold

Robby Greengold

Principal

Summary

Morgan Stanley Institutional Advantage is a high-octane strategy whose daring risk/reward profile rests on the strength of an accomplished investment team. The strategy includes Luxembourg-domiciled MS INVF US Advantage.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MADSX

More MADSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

11.76 33M
Technology

Morgan Stanley InstlLqdty TrsSecs Instl

7.23 20M
Cash and Equivalents

Royalty Pharma PLC Class A

6.50 18M
Healthcare

Tesla Inc

5.99 17M
Consumer Cyclical

AppLovin Corp Ordinary Shares - Class A

5.23 15M
Communication Services

Space Exploration Technologies Corp Class A

4.79 13M
Industrials

Roivant Sciences Ltd Ordinary Shares

4.78 13M
Healthcare

DoorDash Inc Ordinary Shares - Class A

4.73 13M
Consumer Cyclical

Affirm Holdings Inc Ordinary Shares - Class A

4.54 13M
Financial Services

Shopify Inc Registered Shs -A- Subord Vtg

4.47 12M
Technology

Sponsor Center