Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I
MSAQX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 522 Fifth Avenue New York NY United States of America 10036
- IPO Date
- Dec 29, 2015
- CIK
- 0000836487
- Website
- morganstanley.com
- Similar Companies
- Business
- Morgan Stanley Institutional Fund, Inc. - Asia Opportunity Portfolio Class I (MSAQX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of high-quality established and emerging companies located in Asia, excluding Japan; the portfolio emphasizes issuers domiciled in or conducting significant operations in the region, including those traded on exchanges in emerging Asia markets such as China, India, South Korea, Taiwan, and Southeast Asia, as well as select developed Asia markets; under normal market conditions, the fund maintains a concentrated, high-conviction portfolio with significant allocations to consumer cyclical (approximately 35%), financial services (26%), and technology (14%) sectors, exemplified by top holdings like Coupang Inc., ICICI Bank Ltd. ADR, Trip.com Group Ltd., Taiwan Semiconductor Manufacturing Co. Ltd., and HDFC Bank Ltd.. Launched on December 29, 2015, and domiciled in the United States, the fund is managed by Morgan Stanley Investment Management, a division of Morgan Stanley headquartered in New York, with a minimum initial investment of $1 million for Class I shares and a net expense ratio of 1.10%; it targets institutional investors and is available for sale in the United States, with total net assets of approximately $127-130 million and a share class size of about $99 million. The investment team, led by Kristian Heugh since inception, includes Anil Agarwal (since April 2020), Alastair Pang (since January 2022), and Jeremy Wu (since April 2023), who integrate environmental, social, and governance (ESG) factors alongside fundamental analysis focused on sustainable competitive advantages and growth potential. Recent developments include portfolio manager additions to enhance regional expertise amid evolving market dynamics, sustained high-conviction positioning with revenue growth projections of 12.1% versus the benchmark's 8.7% through 2027, and strong free cash flow positivity expected for 99% of holdings by 2027 yielding 6.0%; as of the quarter ending September 30, 2025, the fund reported I-share returns of 5.92% net of fees, underperforming the MSCI All Country Asia ex-Japan Index's 10.76% due to stock selection but benefiting from overweight consumer discretionary and underweight energy exposures.