Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio
MGGIX
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USD
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Capital Structure
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 522 Fifth Avenue New York NY United States of America 10036
- IPO Date
- Jun 2, 2008
- CIK
- 0000836487
- Website
- morganstanley.com
- Similar Companies
- Business
- Morgan Stanley Institutional Fund, Inc. - Global Opportunity Portfolio (MGGIX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in high-quality established and emerging companies located throughout the world that the investment team believes are undervalued; the portfolio favors companies with sustainable competitive advantages that can be monetized through growth, integrating analysis of sustainability with respect to disruptive change, financial strength, environmental and social externalities, and governance (ESG factors). The fund offers Class I shares (MGGIX) with a net expense ratio of 0.93%, alongside other share classes including Class A (MGGPX), Class C (MSOPX), Class R6 (MGTSX), and formerly Class L and Class P; it maintains a concentrated portfolio of approximately 32 holdings with high active share (90.84%), low turnover (19%), and overweight allocations to consumer discretionary (31.25%), communication services (17.78%), industrials (16.41%), information technology (16.12%), and financials (16.05%), with top holdings such as Meta Platforms Inc. (7.57%), Uber Technologies Inc. (6.55%), DoorDash Inc. (6.37%), Spotify Technology S.A. (5.55%), and MercadoLibre Inc. (5.38%). The fund, domiciled in the United States and managed by Kristian Heugh (with Morgan Stanley Investment Management since 2001 and 24 years of industry experience), targets institutional and high-net-worth investors with a minimum initial investment of $1,000,000 for Class I shares; it benchmarks against the MSCI All Country World Net Index, with geographic exposure emphasizing North America (52.79%), Pacific Basin (13.53%), Euro Europe (11.65%), and Non-Euro Europe (10.57%). Launched on May 30, 2008, as part of Morgan Stanley Institutional Fund, Inc., the portfolio is advised by Morgan Stanley Investment Management Inc., a division of Morgan Stanley (founded 1935, headquartered at 1585 Broadway, New York, NY), and operates globally with total net assets of approximately $3.5 billion. Recent developments include strong performance with YTD returns of 16.76% and 1-year returns of 21.25% as of September 30, 2025 (net of fees), outperforming the benchmark in 3Q25 due to favorable stock selection and sector allocation; the fund received a Morningstar Overall Rating of 4 stars (3-year: 5 stars, 5-year: 2 stars, 10-year: 5 stars out of funds in the Global Large-Stock Growth category), alongside 2024 leadership changes at Morgan Stanley Investment Management including new top ranks across the board and shifts at affiliated entities like Calvert and Parametric.