UK markets closed

Morgan Stanley Institutional Fund, Inc. - American Resilience Portfolio (MSBVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
11.48+0.07 (+0.61%)
As of 08:05AM EDT. Market open.

Morgan Stanley Institutional Fund, Inc. - American Resilience Portfolio

New York, NY 10036

522 Fifth Avenue

Morgan Stanley Institutional Fund Inc

Management information
William D. Lock,Lead manager since 28 July 2022
William is a portfolio manager and head of the London-based International Equity team. He joined Morgan Stanley in 1994 and has 31 years of investment experience. Prior to joining the firm, he worked at Credit Suisse First Boston’s Corporate Finance Group, and was a management consultant with Arthur D. Little. William received a B.A. in Modern History from Keble College, Oxford. William is a longstanding sponsor of the creative arts, including Glyndebourne Opera.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq2.gif
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyMorgan Stanley
Net assets1.13M
YTD return0.45%
Yield1.28%
Morningstar ratingN/A1
Inception date28 Jul 2022

Fund operations

Last dividend0.14
Last cap gain9.00
Holdings turnover35.00%
Average for categoryN/A

Fees and expenses

ExpenseMSBVXCategory average
Annual report expense ratio (net)0.65%0.84%
Prospectus net expense ratio0.65%N/A
Prospectus gross expense ratio41.22%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A