• Morgan Stanley Institutional Fund International Advantage Portfolio

Morgan Stanley

  • International
  • Large-Cap
  • Growth

Morgan Stanley Institutional Fund International Advantage Portfolio

MSALX

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 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 governance factors More

Price

Last Close

$18.61 ( -0.04 )

52 Week HL

$30.6 - $18.55

Net Assets

$5400 M

Expense Ratio

1.85 %

Sector Allocation

Jan 31, 2020

Top 10 Holdings

Feb 26, 2021

Company Name

  • DSV Panalpina
  • Hermes International
  • ASML Holding
  • HDFC Bank
  • Keyence Corporation

Holding

  • 7.31
  • 5.79
  • 5.48
  • 5.06
  • 4.75

Company Name

  • Moncler SPA
  • Taiwan Semiconductor
  • TAL Education
  • Foshan Haitian
  • Pigeon
  • Total

Holding

  • 4.69
  • 4.55
  • 4.31
  • 3.91
  • 3.85
  • 49.7%

Manager

Name

Kristian Heugh

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-33.6 %

3 Year

-2.2%

5 Year

35.65%

Best

43.43%
2017

Worst

-33.63%
2022

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -16.9% 0.7% -14.3% 15.7% 4.8% 14.4% -1.5% 6.6% 0.5% 1.8% -
Q2 -19.4% 8.5% 19.1% 3.2% 4.9% 10.7% 1.2% 5% 4.8% -1.8% -
Q3 - -1.6% 14.1% -1.7% 0.2% 8.7% 6.7% -7.1% -4.2% 5.4% -
Q4 - 3.2% 12.5% 8% -13.3% 4.1% -4.4% 5.2% 0.8% 4.8% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -11.6% -5.9% -0.1% -11.3% -8.8% - - - - - - -
2021 -1.6% 3.7% -1.3% 6% 3% -0.6% 2.2% 2% -5.6% 5.2% -1.2% -0.7%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
MSALX -34%11%31%29%-6%43%2%10%2%12%20%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -34%-18%15%0%0%25%-7%10%-12%-17%20%

MSALX S&P 500

Chart +