Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX)

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Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX) is up 5.6% since the beginning of the year. MGGIX is currently trading at $38 per share. Investors who bought $1,000 worth of MGGIX shares 5 years ago would now be looking at an investment worth $1,163.

Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX) has returned 5.60% so far this year and -4.14% over the past 12 months. Over the last ten years, MGGIX has had an annualized return of 13.61%, just under the S&P 500 Index benchmark’s 13.75%.

Based on dividend-adjusted daily data since May 30, 2008, MGGIX's average daily return is +0.06%, while the average monthly return is +1.14%. At this rate, an investment would double in approximately 5.1 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2009 with a return of +18.9%, while the worst month was Oct 2008 at -21.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, MGGIX closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +13.3%, while the worst single day was Dec 17, 2025 at -10.8%.

Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio has an annualized alpha of 2.90%, beta of 0.99, and R2 of 0.73 versus S&P 500 Index. Calculated based on daily prices since June 02, 2008.

• This fund captured 111.48% of S&P 500 Index gains and 101.69% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 2.90% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 0.99 and R2 of 0.73, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

MGGIX has a high expense ratio of 0.95%, indicating above-average management fees.

MGGIX ranks 2 for risk / return — in the bottom 2% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio (MGGIX) and compare them to S&P 500 Index.

Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

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 59.08%, occurring on Nov 20, 2008. Recovery took 459 trading sessions.

The current Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio drawdown is 10.06%.

The chart below shows the rolling one-month volatility.