Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio

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Morgan Stanley Inst Global Opp A (MGGPX)
Type
Open-end mutual fund
Prison industrial complex grade: One or more holdings were flagged by our prison industrial complex screen, but there were no higher risk companies in the portfolio. Assigned a grade of B.
B
$157.99 MILLION
Prison industrial complex
2
flagged holdings
6.23%
of assets flagged
Data as of 30 Sep 2023
Flagged investments:
$157.99 MILLION, 6.23% of assets
Higher risk:
$0, 0% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
1
holdings
$105.56M
invested
4.17%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
2
holdings
$157.99M
invested
6.23%
of portfolio
All flagged holdings
2 holdings
2 holdings
  • 1.  Amazon.com Inc
    Prison industryBorder industry
    $105.56M
    4.17%
  • 2.  Salesforce Inc
    Border industry
    $52.44M
    2.07%
Higher risk
Private prison operator
Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio $MGGPX is 6.23% ($157.99 MILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on MGGPX at Morningstar.com
Current fund
MGGPX
Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio
Family
Morgan Stanley
Category
Global Large-Stock Growth
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
4.38% more in annualized returns
Less invested in private prison operators 
0.01% less invested
Less invested in higher risk companies, prison industry 
0.14% less invested
Less invested in higher risk companies, border industry 
1.03% less invested
Less invested in higher risk companies 
1.06% less invested
Less invested in all screened prison industry companies 
6.07% less invested
Less invested in all screened border industry companies 
7.31% less invested
Less invested in all screened companies 
9.13% less invested
Current fund
MGGPX
Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio
Family
Morgan Stanley
Category
Global Large-Stock Growth
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
4.38% more in annualized returns
Less invested in private prison operators 
0.01% less invested
Less invested in higher risk companies, prison industry 
0.14% less invested
Less invested in higher risk companies, border industry 
1.03% less invested
Less invested in higher risk companies 
1.06% less invested
Less invested in all screened prison industry companies 
6.07% less invested
Less invested in all screened border industry companies 
7.31% less invested
Less invested in all screened companies 
9.13% less invested
Current fund
MGGPX
Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio
Family
Morgan Stanley
Category
Global Large-Stock Growth
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
4.38% more in annualized returns
Less invested in private prison operators 
0.01% less invested
Less invested in higher risk companies, prison industry 
0.14% less invested
Less invested in higher risk companies, border industry 
1.03% less invested
Less invested in higher risk companies 
1.06% less invested
Less invested in all screened prison industry companies 
6.07% less invested
Less invested in all screened border industry companies 
7.31% less invested
Less invested in all screened companies 
9.13% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
MGGPX - Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio
31%
-3.54%
11%
13%
0% 
Benchmark
ACWI - iShares MSCI ACWI ETF
14%
6.03%
10%
8.58%
0.01% 
Fund compared to benchmark
 
17%
-9.57%
0.79%
4.38%
0.01%  lower
Find more financial data on MGGPX at Morningstar.com
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