Mutual Funds - Profile

Morgan Stanley Institutional Fund International Opportunity Portfolio

INT > Multi-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on high quality established and emerging companies on an international basis that are estimated to trade below their fair values.

The team favors companies with durable competitive advantages that can generate revenue through growth.

Additionally, the team integrates disruptive change, financial strength, environmental, social and More

Price

  • Last Close
  • $33.85
    +0.99
  • 52 Week HL
  • $48.04 - $32.86
  • Net Assets
  • $4500 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jan 31, 2021

Top 10 Holdings
Feb 26, 2021

Company Holding
Meituan 6.48
TAL Education 5.83
Spotify Technology 5.74
HDFC Bank 4.56
Farfetch Ltd 4.10
Company Holding
Taiwan Semiconductor 4.10
DSV Panalpina 4.06
Moncler SPA 3.98
Canada Goose 3.83
Keyence Corporation 3.45
Total 46.13%

Manager

  • Name
  • Kristian Heugh
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-12.2 % YTD

  • 3 Year
  • 22.75%
  • 5 Year
  • 46.08%
  • Best
  • 55.25%
    2020
  • Worst
  • -12.23%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
MNOPX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -9.6% 0.1% -15% 22.4% 4.7% 16.4% -3.5% 7.3% 1.4% - -
Q2 - 5.4% 34.1% 1.2% 5.5% 11.7% 1.2% 5.5% 5.4% -100% -
Q3 - -8.8% 16.4% -4.6% -3.9% 11.7% 7.9% -9% -2.5% 1.9% -
Q4 - -4.1% 17% 11.8% -15.2% 5.3% -5.8% 8.2% -0.9% 8.6% -

Returns +
M

J F M A M J J A S O N D
2022 -14.3% - - - - - - - - - - -
2021 1.7% 5.2% -6.4% 4.1% -0.4% 1.6% -4.8% 3.3% -7.3% 5.7% -3.3% -6.2%

Annual
Return

Index Comparison

Alpha

NAV