Morgan Stanley Instl Glbl Concntr R6 (MLNSX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Morgan Stanley Instl Glbl Concntr R6
New York, NY 10036
522 Fifth Avenue
Morgan Stanley Institutional Fund Inc
Management information
,Lead manager since 26 May 2016
Phillip Kim is an Executive Director at Morgan Stanley Investment Management and Portfolio Manager for all Applied Equity Advisors strategies, as well as oversees all of the team’s quantitative and fundamental equity research. Previously, Phillip was a Quantitative Research Analyst for Morgan Stanley Smith Barney’s third-party Alternative Investment Research Group, where he was responsible for the implementation of the fund of hedge fund asset allocation model and risk analytic tools. Before joining the firm, Phillip worked as a senior software engineer at Raytheon, where he was responsible for design and construction of the world’s first high-altitude, long-endurance unmanned aerial vehicle (UAV). He also has experience in developing financial models, programming complex screening applications and worked at Pricewaterhouse Coopers as a financial simulation model developer. Phillip received a B.S. in chemical engineering from the University of Virginia, an M.S. in information systems from Johns Hopkins University and an MBA from the University of Chicago.
Morningstar style box
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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
CategoryWorld Large-Stock Growth
Fund familyMorgan Stanley
Net assets152.3M
YTD return22.20%
Yield0.68%
Morningstar rating★★★★
Inception date26 May 2016
Fund operations
Last dividend0.15
Last cap gain18.00
Holdings turnover51.00%
Average for categoryN/A
Fees and expenses
ExpenseMLNSXCategory average
Annual report expense ratio (net)2.10%1.12%
Prospectus net expense ratio2.10%N/A
Prospectus gross expense ratio2.24%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.26%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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