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Morgan Stanley Institutional Fund, Inc. Advantage Portfolio (MAPLX)

21.46 +0.90 (+4.38%)
At close: 8:00 PM EST

Fund Summary

The fund invests primarily in established companies with capitalizations within the range of companies included in the Russell 1000? Growth Index. In selecting securities for investment, the Adviser typically invests in companies it believes have strong name recognition and sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive risk/reward. The fund may invest in foreign securities, which may include emerging market securities. It may invest in equity securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 74.65%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 2

Performance & Risk

YTD Return 17.69%
5y Average Return 6.45%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.42
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MAPLXCategory AverageMAPLXCategory AverageMAPLXCategory Average
Alpha -20.12 0.03 -9.03 0.04 -3 0.01
BETA 1.42 0.01 1.27 0.01 1.16 0.01
Mean Annual Return -0.61 0.02 0.87 0.02 1.03 0.01
R-squared 55.97 0.89 58.07 0.87 59.23 0.87
Standard Deviation 32.5 0.2 30.06 0.16 23.06 0.15
Sharpe Ratio -0.35 0.01 0.26 0.01 0.46 0.01
Treynor Ratio -11.21 0.21 2.87 0.21 7.19 0.15

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