Morningstar

Morgan Stanley Institutional Fund, Inc. Emerging Markets Portfolio Class IR MRGEX

Morningstar Medalist Rating
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Medalist Rating as of See Morgan Stanley Investment Hub
  • NAV / 1-Day Return $16.70  /  +1.98 %
  • Fund Size $173.0M
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 1.23%
  • Turnover Ratio 30%
NAV and 1-Day Return as of

Morningstar’s Analysis MRGEX

Will MRGEX 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 MRGEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MRGEX 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 MRGEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Morgan Stanley Inst Emerging Mkts IR holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MRGEX

More MRGEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

15.29 28M
Technology

Samsung Electronics Co Ltd

12.39 23M
Technology

SK hynix Inc

5.17 10M
Technology

SK Square

3.89 7M
Technology

MediaTek Inc

3.30 6M
Technology

Tencent Holdings Ltd

3.14 6M
Communication Services

Delta Electronics Inc

2.86 5M
Technology

Unimicron Technology Corp

1.93 4M
Technology

Alibaba Group Holding Ltd Ordinary Shares

1.77 3M
Consumer Cyclical

Hon Hai Precision Industry Co Ltd

1.64 3M
Technology

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