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MORGAN STANLEY INSTITUTIONAL FUND INC

CIK: 0000836487 Equity
Report date: 2026-02-26
AUM $312M
Expense Ratio
Category Equity
State MD
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-26

About this Fund

Morgan Stanley Institutional Fund Inc is a leading mutual fund company that specializes in providing a wide range of investment solutions to institutional clients and individual investors. As a prominent player in the asset management industry, the company offers a diverse portfolio of mutual funds that cater to various investment objectives and risk tolerance levels. With a strong focus on wealth management, Morgan Stanley Institutional Fund Inc provides investors with access to a broad spectrum of investment products, including equity, debt, hybrid, and money market funds. The company's investment approach is centered around a rigorous research process, which enables its team of experienced portfolio managers to identify opportunities that can help investors achieve their long-term financial goals. The company's mutual fund offerings are designed to meet the unique needs of different investor segments, from conservative investors seeking stable returns to aggressive investors looking to maximize their returns. For instance, its debt funds provide investors with a low-risk investment option that generates regular income, while its equity funds offer the potential for long-term capital appreciation. Additionally, the company's hybrid funds provide a balanced investment approach, combining the benefits of debt and equity investments to create a diversified portfolio. Morgan Stanley Institutional Fund Inc also offers Systematic Investment Plans (SIPs) that enable investors to invest a fixed amount of money at regular intervals, providing a disciplined approach to investing and helping to reduce the impact of market volatility. Morgan Stanley Institutional Fund Inc has established itself as a trusted partner for investors seeking to achieve their financial objectives. The company's key strengths lie in its experienced team of investment professionals, its robust research capabilities, and its commitment to delivering exceptional client service. With a long history of managing investments on behalf of its clients, the company has developed a deep understanding of the complexities of the financial markets and the evolving needs of investors. As a result, investors trust Morgan Stanley Institutional Fund Inc to manage their investments, leveraging the company's expertise and resources to create a personalized wealth management plan that aligns with their unique goals and risk tolerance. By combining its investment expertise with a client-centric approach, the company has built a reputation as a reliable and trusted mutual fund company that helps investors achieve their financial aspirations. The company's commitment to transparency, accountability, and ethical investing practices has also earned it the trust and loyalty of its clients, making it a preferred choice for investors seeking a reliable partner to manage their investments.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

38 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AGL agilon health Inc Since 2026-05-10 00857U107 Equity (Common)
0.99%
$3.10 4,505,540
2 AUR Aurora Innovation Inc Since 2026-05-10 051774107 Equity (Common)
2.49%
$7.77 2,023,221
3 BEAM Beam Therapeutics Inc Since 2026-05-10 07373V105 Equity (Common)
0.17%
$0.53 18,988
4 BBBY Bed Bath & Beyond Inc Since 2026-05-10 075896159 Derivative
0.00%
$0.00 4,442
5 BMNR BitMine Immersion Technologies Inc Since 2026-05-10 09175A206 Equity (Common)
3.23%
$10.08 371,383
6 BRCB Black Rock Coffee Bar Inc Since 2026-05-10 092244102 Equity (Common)
2.33%
$7.28 326,966
7 CLMT Calumet Inc Since 2026-05-10 131428104 Equity (Common)
0.92%
$2.87 144,428
8 CAVA Cava Group Inc Since 2026-05-10 148929102 Equity (Common)
0.14%
$0.42 7,197
9 NET Cloudflare Inc Since 2026-05-10 18915M107 Equity (Common)
12.99%
$40.57 205,795
10 CNM Core & Main Inc Since 2026-05-10 21874C102 Equity (Common)
1.81%
$5.66 108,959
11 ETSY Etsy Inc Since 2026-05-10 29786A106 Equity (Common)
0.59%
$1.84 33,203
12 FND Floor & Decor Holdings Inc Since 2026-05-10 339750101 Equity (Common)
2.12%
$6.63 108,882
13 LAB Standard BioTools Inc Since 2026-05-10 34385P108 Equity (Common)
0.86%
$2.69 2,101,757
14 GEMI Gemini Space Station Inc Since 2026-05-10 36866J105 Equity (Common)
0.94%
$2.93 295,007
15 DNA Ginkgo Bioworks Holdings Inc Since 2026-05-10 37611X209 Equity (Common)
0.16%
$0.51 61,222
16 GRAL GRAIL Inc Since 2026-05-10 384747101 Equity (Common)
2.52%
$7.86 91,822
17 HQY HealthEquity Inc Since 2026-05-10 42226A107 Equity (Common)
1.12%
$3.51 38,303
18 IMVT Immunovant Inc Since 2026-05-10 45258J102 Equity (Common)
2.87%
$8.98 353,346
19 IONQ IonQ Inc Since 2026-05-10 46222L108 Equity (Common)
4.71%
$14.72 328,002
20 MXCT MaxCyte Inc Since 2026-05-10 57777K106 Equity (Common)
0.17%
$0.54 347,433
21 OPEN Opendoor Technologies Inc Since 2026-05-10 683712103 Equity (Common)
2.51%
$7.84 1,345,508
22 OPEN Opendoor Technologies Inc Since 2026-05-10 683712129 Derivative
0.01%
$0.03 35,839
23 OPEN Opendoor Technologies Inc Since 2026-05-10 683712137 Derivative
0.01%
$0.02 35,839
24 OPEN Opendoor Technologies Inc Since 2026-05-10 683712145 Derivative
0.00%
$0.01 35,839
25 BBBY Bed Bath & Beyond Inc Since 2026-05-10 690370101 Equity (Common)
0.07%
$0.22 41,023
26 PROK ProKidney Corp Since 2026-05-10 74291D104 Equity (Common)
0.21%
$0.66 292,440
27 RXRX Recursion Pharmaceuticals Inc Since 2026-05-10 75629V104 Equity (Common)
0.10%
$0.31 76,329
28 SHAK Shake Shack Inc Since 2026-05-10 819047101 Equity (Common)
1.71%
$5.33 65,671
29 QXO QXO Inc Since 2026-05-10 82846H405 Equity (Common)
2.38%
$7.42 384,852
30 TXG 10X Genomics Inc Since 2026-05-10 88025U109 Equity (Common)
0.48%
$1.49 91,207
31 XXI Twenty One Capital Inc Since 2026-05-10 90138L109 Equity (Common)
0.86%
$2.69 306,879
32 PCVX Vaxcyte Inc Since 2026-05-10 92243G108 Equity (Common)
0.18%
$0.55 11,915
33 VIA Via Transportation Inc Since 2026-05-10 92556W104 Equity (Common)
1.21%
$3.79 130,829
34 XFOR X4 Pharmaceuticals Inc Since 2026-05-10 98420X202 Equity (Common)
3.12%
$9.74 2,435,908
35 JOBY Joby Aviation Inc Since 2026-05-10 Equity (Common)
1.53%
$4.77 361,061
36 ROIV Roivant Sciences Ltd Since 2026-05-10 Equity (Common)
8.81%
$27.54 1,268,954
37 GLBE Global-e Online Ltd Since 2026-05-10 Equity (Common)
2.69%
$8.39 213,509
38 ODD Oddity Tech Ltd Since 2026-05-10 Equity (Common)
5.03%
$15.71 390,949
Frequently Asked Questions — MORGAN STANLEY INSTITUTIONAL FUND INC
What type of mutual fund is MORGAN STANLEY INSTITUTIONAL FUND INC?
MORGAN STANLEY INSTITUTIONAL FUND INC is a SEC-registered Equity fund, with $312M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, MORGAN STANLEY INSTITUTIONAL FUND INC holds 38 portfolio positions, all detailed in the holdings table on this page.
What are MORGAN STANLEY INSTITUTIONAL FUND INC's assets under management (AUM)?
MORGAN STANLEY INSTITUTIONAL FUND INC has $312M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are MORGAN STANLEY INSTITUTIONAL FUND INC's top holdings?
According to MORGAN STANLEY INSTITUTIONAL FUND INC's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include agilon health Inc, Aurora Innovation Inc, Beam Therapeutics Inc , among others. The complete list of all 38 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is MORGAN STANLEY INSTITUTIONAL FUND INC's expense ratio?
Expense ratio data for MORGAN STANLEY INSTITUTIONAL FUND INC is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find MORGAN STANLEY INSTITUTIONAL FUND INC's SEC filings?
MORGAN STANLEY INSTITUTIONAL FUND INC is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000836487. You can access all of MORGAN STANLEY INSTITUTIONAL FUND INC's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000836487). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is MORGAN STANLEY INSTITUTIONAL FUND INC's holdings data on StockSifting?
Holdings data for MORGAN STANLEY INSTITUTIONAL FUND INC on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.