Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio (MIGIX)
Under normal market conditions, the Adviser 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. Under normal market conditions, the fund typically invests at least 40% of its total assets in the securities of issuers located outside of the United States, unless the Adviser determines, in its sole discretion, that conditions are not favorable.
Fund Info
US61756E5942
61756E594
Dec 27, 2010
$1,000,000
Large-Cap
Growth
Expense Ratio
MIGIX has a high expense ratio of 1.00%, 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 Insight Portfolio (MIGIX) returned 10.23% year-to-date (YTD) and 63.47% over the past 12 months. Over the past 10 years, MIGIX delivered an annualized return of 12.53%, outperforming the S&P 500 benchmark at 10.85%.
MIGIX
10.23%
11.27%
4.74%
63.47%
28.77%
8.90%
12.53%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of MIGIX, 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 | 8.94% | -6.22% | -11.27% | 9.28% | 11.27% | 10.23% | |||||||
| 2024 | -6.76% | 12.39% | 2.94% | -7.69% | 0.09% | 3.69% | 0.99% | 7.38% | 6.41% | 6.53% | 22.76% | -4.98% | 48.18% |
| 2023 | 18.97% | -4.12% | 5.77% | -4.81% | 8.76% | 7.34% | 8.66% | -9.21% | -6.34% | -8.75% | 18.49% | 12.62% | 50.84% |
| 2022 | -23.58% | 0.86% | -8.14% | -21.51% | -12.08% | -8.16% | 14.72% | -0.53% | -8.74% | 2.69% | -0.57% | -11.24% | -57.66% |
| 2021 | -1.57% | 4.41% | -7.39% | 3.42% | -3.84% | 8.34% | -0.86% | 2.06% | -8.15% | 6.95% | -6.70% | -8.84% | -13.31% |
| 2020 | 4.62% | -4.84% | -12.25% | 18.93% | 19.19% | 11.33% | 8.48% | 6.81% | -2.02% | -1.14% | 17.92% | 14.91% | 109.67% |
| 2019 | 10.39% | 5.71% | 3.31% | 4.40% | -3.81% | 6.09% | 1.00% | -3.48% | -2.29% | 0.94% | 5.22% | 1.22% | 31.53% |
| 2018 | 7.91% | -2.22% | -2.21% | 2.26% | 2.40% | 0.48% | -0.88% | 2.94% | -0.24% | -10.27% | 2.22% | -7.00% | -5.73% |
| 2017 | 5.20% | 2.51% | 3.29% | 5.93% | 4.90% | -0.67% | 4.30% | 1.80% | -0.32% | 2.92% | 3.20% | 2.53% | 41.70% |
| 2016 | -6.80% | -3.73% | 6.22% | 0.85% | 1.26% | -0.33% | 5.29% | 0.80% | 1.75% | -2.18% | -2.31% | 0.11% | 0.21% |
| 2015 | 1.10% | 5.28% | -0.74% | 0.52% | -0.37% | -0.74% | 2.97% | -7.33% | -3.20% | 8.67% | 0.91% | -2.30% | 3.93% |
| 2014 | -3.76% | 4.83% | -1.53% | -1.41% | 2.11% | 1.03% | -1.17% | 1.82% | -1.87% | 0.23% | 4.02% | -3.12% | 0.79% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 87, MIGIX is among the top 13% of mutual funds on our website when it comes to balancing risk and reward. Below is 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 Insight Portfolio (MIGIX) 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
Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio provided a 1.21% dividend yield over the last twelve months, with an annual payout of $0.23 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.23 | $0.23 | $0.00 | $0.01 | $10.42 | $3.53 | $0.39 | $0.64 | $1.73 | $0.26 | $0.88 | $0.92 |
Dividend yield | 1.21% | 1.34% | 0.00% | 0.10% | 56.85% | 10.45% | 2.19% | 4.58% | 11.22% | 2.17% | 7.15% | 7.20% |
Monthly Dividends
The table displays the monthly dividend distributions for Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $10.42 | $10.42 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.53 | $3.53 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.34 | $0.00 | $0.64 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.73 | $1.73 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.26 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.88 |
| 2014 | $0.39 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.92 |
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 Insight 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 Insight Portfolio was 68.68%, occurring on Dec 28, 2022. The portfolio has not yet recovered.
The current Morgan Stanley Institutional Fund. Inc. Global Insight Portfolio drawdown is 19.95%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.68% | Feb 17, 2021 | 471 | Dec 28, 2022 | — | — | — |
| -29.99% | Feb 20, 2020 | 18 | Mar 16, 2020 | 38 | May 8, 2020 | 56 |
| -23.13% | Jul 26, 2018 | 105 | Dec 24, 2018 | 59 | Mar 21, 2019 | 164 |
| -19.22% | Jul 22, 2015 | 142 | Feb 11, 2016 | 240 | Jan 25, 2017 | 382 |
| -18.27% | May 2, 2011 | 108 | Oct 3, 2011 | 89 | Feb 9, 2012 | 197 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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