Morgan Stanley Institutional Fund, Inc. Active International Allocation Portfolio Class I

 (MUTF:MSACX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.81%  
1 week   +3.10%
   
4 week   +0.24%
   
3 month   +0.90%
   
YTD   +0.82%
   
1 year   +3.92%
   
3 years*
   
-0.71%  
5 years*   +6.53%
   
*annualized
Best 3 month return+34.02%  
Worst 3 month return-32.28%  

Morningstar statistics

Morningstar category: Foreign Large Blend
  Return Risk Rating
3 years Below Average Average
5 years Below Average Below Average
10 years Average Below Average
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets244.43M 
Front load-  
Deferred load-  
Expense ratio0.90%  
Management fee-  
Fund familyMorgan Stanley 

Asset allocation

Cash1.04%  
Stocks89.84%  
Bonds8.73%  
Other0.39%  

Purchase information

Initial$5,000,000  
12.30-0.10(-0.81%)
Sep 22, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. The fund seeks to maintain a diversified portfolio of international equity securities based on a top-down approach that emphasizes region, country, sector and industry selection and weighting rather than individual stock selection. The Adviser seeks to capitalize on the significance of region, country, sector and industry selection in international equity portfolio returns by over and underweighting countries and/or sectors based primarily on three factors: (i) valuation; (ii) dynamics/fundamental change; and (iii) market momentum/technicals. It may invest in emerging market or developing countries.
Fund filings (PDF) »
Asset manager:
Ann Thivierge (Started: Jun 1, 1995)
Advisor Company:
Morgan Stanley Investment Management Inc
Fund family reports on Morningstar »
Morgan Stanley, 1221 Avenue of the Americas, New York, NY, 10020, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -5.09 -0.55 0.42 -0.28
Beta* 0.89 0.91 0.91 0.94
Mean annual return -0.12 0.17 0.37 0.29
R-squared* 93.93 92.12 93.62 96.07
Standard deviation 14.61 12.62 14.32 18.42
Sharpe ratio -0.12 0.16 0.30 0.14
* Against standard index

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