MSHLX
GROWTH PORTFOLIO
MORGAN STANLEY INSTITUTIONAL FUND INC
Expense ratio1
1.37%
Net assets2
$3.29B
Holdings2
30
Category
US Equity
2025 return3
23.83%

Investment objective & strategy

As of April 30, 2025 · prospectus

Objective. The Growth Portfolio (the Fund) seeks long-term capital appreciation by investing primarily in growth-oriented equity securities of large capitalization companies.

Strategy. Under normal market conditions, the Adviser seeks to achieve the Funds investment objective by investing primarily in established and emerging ?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 unique companies it believes have 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 … Under normal market conditions, the Adviser seeks to achieve the Funds investment objective by investing primarily in established and emerging ?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 unique companies it believes have 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. 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. The Adviser may invest up to 25% of the Funds total assets in foreign securities, including emerging market securities and securities classified as American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), American Depositary Shares (ADSs) or Global Depositary Shares (GDSs), foreign U.S. dollar-denominated securities that are traded on a U.S. exchange or local shares of non-U.S. issuers.

Top holdings

As of March 31, 2026 · N-PORT
SecurityTickerValue% of fund
CLOUDFLARE INC-A $462.01M 14.04%
TESLA INC $311.53M 9.47%
ROYALTY PHARMA PLC $249.93M 7.60%
DATABRICKS, INC. SERIES H PREFERRED SHARES $225.86M 6.86%
APPLOVIN CORP $184.14M 5.60%
QXO INC $181.22M 5.51%
ROBLOX CORP - A $152.18M 4.62%
ROIVANT SCIENCES LTD $151.31M 4.60%
AFFIRM HOLDINGS INC $149.81M 4.55%
SHOPIFY INC CL A $135.33M 4.11%
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
5
Exited
4
Increased
7
Decreased
18
Unchanged
4

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 96% 0.57%
Transamerica Morgan Stanley Capital Growth VP 84% 0.76%
Morgan Stanley Insight Fund · CPOAX, CPOCX, CPODX, MCRTX, MSCMX, MBIRX 83% 0.82%
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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