Morgan Stanley Institutional Fund, Inc. Inception Portfolio Class C
MSCOX
NASDAQ
| Weiss Ratings | MSCOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D- | |||
| Risk Index | Weak | |||
| Risk Grade | D | |||
| Company Info | MSCOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Morgan Stanley | |||
| Manager/Tenure (Years) | Dennis P. Lynch (27), Sandeep (Sam) G. Chainani (21), Alexander T. Norton (20), 2 others | |||
| Website | http://www.morganstanley.com | |||
| Fund Information | MSCOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Morgan Stanley Institutional Fund, Inc. Inception Portfolio Class C | |||
| Category | Small Growth | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | May 31, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | MSCOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | MSCOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.10% | |||
| Asset Allocation | MSCOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.91% | |||
| Stock | 93.89% | |||
| U.S. Stock | 84.69% | |||
| Non-U.S. Stock | 9.20% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 2.20% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | MSCOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.11% | |||
| 30-Day Total Return | -3.01% | |||
| 60-Day Total Return | -8.72% | |||
| 90-Day Total Return | -14.06% | |||
| Year to Date Total Return | -12.81% | |||
| 1-Year Total Return | 3.20% | |||
| 2-Year Total Return | 14.53% | |||
| 3-Year Total Return | 41.72% | |||
| 5-Year Total Return | -47.70% | |||
| Price | MSCOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | MSCOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $8.37 | |||
| 1-Month Low NAV | $7.86 | |||
| 1-Month High NAV | $8.93 | |||
| 52-Week Low NAV | $7.74 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $11.76 | |||
| 52-Week High Price (Date) | Oct 06, 2025 | |||
| Beta / Standard Deviation | MSCOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.92 | |||
| Standard Deviation | 31.60 | |||
| Balance Sheet | MSCOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 258.23M | |||
| Operating Ratios | MSCOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 2.10% | |||
| Turnover Ratio | 97.00% | |||
| Performance | MSCOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 50.44% | |||
| Last Bear Market Total Return | -36.42% | |||