MADSX
Advantage Portfolio
MORGAN STANLEY INSTITUTIONAL FUND INC
Expense ratio1
0.81%
Net assets2
$213.29M
Holdings2
31
Category
US Equity
2025 return3
19.01%

Investment objective & strategy

As of April 30, 2025 · prospectus

Objective. The Advantage Portfolio (the Fund) seeks long-term capital appreciation.

Strategy. Under normal market conditions, the Adviser seeks to achieve the Funds investment objective by investing primarily in established companies with capitalizations within the range of companies included in the Russell 1000 Growth Index. As of December 31, 2024 , these market capitalizations ranged between $ 1.7 billion and $ 3.8 trillion. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis. 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 Adviser typically focuses a significant portion of the Funds … Under normal market conditions, the Adviser seeks to achieve the Funds investment objective by investing primarily in established companies with capitalizations within the range of companies included in the Russell 1000 Growth Index. As of December 31, 2024 , these market capitalizations ranged between $ 1.7 billion and $ 3.8 trillion. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis. 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 Adviser typically focuses a significant portion of the Funds investments in a limited number of issuers, which may be in the same industry, sector or geographic region. The Adviser actively integrates sustainability into the investment process by using environmental, social and governance (ESG) factors as a lens for additional fundamental research, which can contribute to investment decision-making. The Adviser seeks to understand how environmental and social initiatives within companies can create value by strengthening durable competitive advantages, creating growth opportunities, driving profitability and/or aligning with secular growth trends. The Adviser generally engages with company management teams to discuss their ESG practices, with the aim of identifying how sustainability themes present opportunities and risks that can be material to the value of the security over the long-term. Other aspects of the investment process include a proprietary, systematic evaluation of governance policies, specifically focusing on compensation alignment on long- term value creation. ?Although consideration of ESG factors is incorporated into the investment process, it is only one of many tools the Adviser utilizes to make investment decisions. The Fund may invest in foreign securities, which may include emerging market securities. In addition to common stocks, the Fund may invest in other types of equity securities. The Fund may also invest in privately placed and restricted securities.

Top holdings

As of March 31, 2026 · N-PORT
SecurityTickerValue% of fund
CLOUDFLARE INC-A $27.94M 13.10%
ROYALTY PHARMA PLC $15.53M 7.28%
MSILF-TR SEC-INS MSUXX $15.08M 7.07%
TESLA INC $14.78M 6.93%
SHOPIFY INC CL A $11.42M 5.35%
APPLOVIN CORP $11.29M 5.29%
MEDLINE INC-A $11.00M 5.16%
ROBLOX CORP - A $9.86M 4.62%
ROIVANT SCIENCES LTD $9.82M 4.61%
DOORDASH INC-A $9.29M 4.36%
View all holdings →

Allocation by sector

As of March 31, 2026 · N-PORT
View portfolio breakdown →

Portfolio moves

Dec 31, 2025 → Mar 31, 2026
Opened
7
Exited
9
Increased
13
Decreased
8
Unchanged
3

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

View portfolio moves →

Similar funds

Funds whose portfolios most overlap this one, by weight
FundOverlapNet exp.
Growth Portfolio · MEGIX, MEGTX 70% 0.57%
GROWTH PORTFOLIO · MSEQX, MSEGX, MSHLX, MGRPX, MSGUX, MGHRX 69% 0.52%
Transamerica Morgan Stanley Capital Growth VP 67% 0.76%
View all similar funds →

Advisers

As of December 31, 2025 · N-CEN
FirmRole
Morgan Stanley Investment Management Inc. Adviser

Footnotes

  1. Expense ratio as of April 30, 2025, from the fund's prospectus.
  2. Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.
  3. Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).

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