Morningstar

Morgan Stanley Instl US Core I MUOIX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 28.72  /  +0.14 %
  • Total Assets 346.1 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.26%
  • Turnover 45%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:25 PM GMT+0

Morningstar’s Analysis MUOIX

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

  • People Pillar

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

Morgan Stanley Instl US Core I's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings MUOIX

More MUOIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.92 31.1 Mil
Technology

NVIDIA Corp

9.26 29.0 Mil
Technology

Alphabet Inc Class A

7.15 22.4 Mil
Communication Services

Apple Inc

6.54 20.5 Mil
Technology

Amazon.com Inc

5.44 17.0 Mil
Consumer Cyclical

JPMorgan Chase & Co

5.09 15.9 Mil
Financial Services

Costco Wholesale Corp

4.29 13.4 Mil
Consumer Defensive

Progressive Corp

3.99 12.5 Mil
Financial Services

Ameriprise Financial Inc

3.86 12.1 Mil
Financial Services

Waste Management Inc

3.72 11.6 Mil
Industrials

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