Morningstar

Morgan Stanley Instl US Core R6 MUOSX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 28.98  /  +0.76 %
  • Total Assets 350.5 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.29%
  • Turnover 45%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis MUOSX

Will MUOSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MUOSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MUOSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MUOSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Morgan Stanley Instl US Core R6's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MUOSX

More MUOSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.92 31.1 Mil
Technology

NVIDIA Corp

9.26 29.0 Mil
Technology

Alphabet Inc Class A

7.15 22.4 Mil
Communication Services

Apple Inc

6.54 20.5 Mil
Technology

Amazon.com Inc

5.44 17.0 Mil
Consumer Cyclical

JPMorgan Chase & Co

5.09 15.9 Mil
Financial Services

Costco Wholesale Corp

4.29 13.4 Mil
Consumer Defensive

Progressive Corp

3.99 12.5 Mil
Financial Services

Ameriprise Financial Inc

3.86 12.1 Mil
Financial Services

Waste Management Inc

3.72 11.6 Mil
Industrials

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