Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX)
The fund seeks to achieve its investment objective by investing primarily in established and emerging companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. In selecting securities for investment, the Adviser seeks high quality established and emerging companies that the Adviser believes are undervalued at the time of purchase. The fund may invest in equity securities. It may also invest in privately placed and restricted securities.
Fund Info
US61756E6932
61756E693
May 29, 2008
$1,000,000
Large-Cap
Growth
Expense Ratio
MGGIX has a high expense ratio of 0.95%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX) returned 12.84% year-to-date (YTD) and 18.12% over the past 12 months. Over the past 10 years, MGGIX returned 9.41% annually, underperforming the S&P 500 benchmark at 10.86%.
MGGIX
12.84%
17.27%
3.39%
18.12%
14.40%
4.98%
9.41%
^GSPC (Benchmark)
1.39%
12.89%
1.19%
12.45%
15.19%
14.95%
10.86%
Monthly Returns
The table below presents the monthly returns of MGGIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.82% | -0.80% | -6.92% | 5.06% | 8.90% | 12.84% | |||||||
| 2024 | 1.98% | 9.28% | 1.05% | -5.06% | 0.56% | 3.99% | -2.28% | 6.36% | 5.60% | 1.12% | 5.97% | -10.97% | 17.07% |
| 2023 | 16.32% | -2.75% | 6.56% | 0.57% | 3.77% | 6.80% | 5.20% | -3.44% | -6.38% | -2.62% | 14.82% | 2.58% | 46.56% |
| 2022 | -10.92% | -7.70% | -3.05% | -14.96% | -5.04% | -10.01% | 11.61% | -2.46% | -11.81% | 3.54% | 9.40% | -24.36% | -52.35% |
| 2021 | -1.21% | 3.69% | -3.56% | 5.97% | -1.64% | 3.43% | -2.69% | 2.16% | -4.58% | 5.20% | -5.74% | -4.77% | -4.60% |
| 2020 | 1.99% | -4.41% | -9.44% | 12.80% | 8.69% | 7.39% | 6.82% | 11.59% | -0.40% | -1.94% | 11.01% | 2.29% | 53.67% |
| 2019 | 10.51% | 3.03% | 4.04% | 5.03% | -4.64% | 6.15% | -0.78% | -1.19% | -1.58% | 3.56% | 5.03% | 2.46% | 35.44% |
| 2018 | 8.37% | -1.97% | -0.62% | 1.65% | 6.05% | -1.11% | -1.82% | 1.46% | -1.28% | -11.07% | 1.59% | -6.28% | -6.28% |
| 2017 | 5.78% | 4.29% | 5.06% | 4.20% | 5.27% | -0.36% | 6.81% | 1.82% | 1.74% | 2.73% | 1.31% | 2.05% | 48.86% |
| 2016 | -4.71% | -4.75% | 6.13% | 1.52% | 2.44% | -2.32% | -0.37% | 0.06% | 2.26% | -0.74% | -3.46% | -1.47% | -5.81% |
| 2015 | 2.43% | 5.17% | 0.07% | 3.98% | 0.89% | 1.64% | 1.68% | -6.98% | -1.84% | 10.25% | 1.52% | -2.04% | 17.02% |
| 2014 | -0.66% | 5.61% | -3.63% | -4.42% | 5.61% | 3.95% | -1.17% | 4.83% | -3.54% | 2.14% | 1.15% | -6.43% | 2.49% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MGGIX is 67, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio was 59.75%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio drawdown is 20.67%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.75% | Feb 17, 2021 | 471 | Dec 28, 2022 | — | — | — |
| -27.18% | Feb 20, 2020 | 20 | Mar 18, 2020 | 50 | May 29, 2020 | 70 |
| -24.18% | May 2, 2011 | 108 | Oct 3, 2011 | 486 | Sep 10, 2013 | 594 |
| -24.13% | Jun 7, 2018 | 139 | Dec 24, 2018 | 122 | Jun 20, 2019 | 261 |
| -17.14% | Dec 2, 2015 | 49 | Feb 11, 2016 | 259 | Feb 22, 2017 | 308 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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