Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio

Shareclass

Morgan Stanley Inst Global Opp A (MGGPX)

Type

Open-end mutual fund

Manager

WARNING: Carbon footprint data is no longer being updated.

As of 2023, we are no longer updating fund carbon footprint data. This is due to a lack of access to regularly-updated company-level carbon footprint data. We are looking into whether we can find a new source for this data. Until then, all fund carbon footprint data should be considered out of date.

Sorry, we don't have a carbon footprint for this fund.

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio MGGPX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find 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

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/29/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher

10-yr returns

4.8% more in annualized returns

Less invested in fossil fuels

9.32% less invested

Lower fossil finance risk score

21 points lower

Lower fossil insurance risk score

16 points lower

Less invested in Clean200

15.65% less invested

Current fund

MGGPX

Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio

Family

Morgan Stanley

Category

Global Large-Stock Growth

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/29/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher

10-yr returns

4.8% more in annualized returns

Less invested in fossil fuels

9.32% less invested

Lower fossil finance risk score

21 points lower

Lower fossil insurance risk score

16 points lower

Less invested in Clean200

15.65% less invested

Current fund

MGGPX

Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio

Family

Morgan Stanley

Category

Global Large-Stock Growth

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/29/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher

10-yr returns

4.8% more in annualized returns

Less invested in fossil fuels

9.32% less invested

Lower fossil finance risk score

21 points lower

Lower fossil insurance risk score

16 points lower

Less invested in Clean200

15.65% less invested

Month-end trailing returns

Performance as of date: 2/29/24

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
MGGPX - Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio

47%

-1.84%

12%

13%

Benchmark

23%

6.8%

11%

8.54%

9.32%

Fund compared to benchmark

24%

-8.65%

1.7%

4.8%

9.32% lower

Find more financial data on MGGPX at Morningstar.com

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Recent blog posts

Our retirement savings own one fifth of U.S. fossil fuel stocks

Feb 1, 2024

Just how much does the fossil fuel industry depend on our 401(k) savings? It turns out: quite a lot. We estimated the total amount invested in U.S. fossil fuel companies by the retirement savings accounts of American workers. We then compared that to the total market cap of those companies and estimate that 19% comes from our 401(k)s and IRAs.

Cluster bombs, landmines, nuclear weapons found in largest 401(k) fund managers

Jul 18, 2023

The largest U.S. mutual fund managers, responsible for funds found across thousands of corporate 401(k) plans, have billions invested in nuclear weapons and controversial weapons like white phosphorus and cluster bombs. But investing in companies involved in producing controversial weapons is a risky business.

As You Sow engages companies to safeguard employee retirement savings from climate change

Jul 10, 2023

Over the past year, shareholders at Microsoft, Amazon, Netflix, Comcast, and Campbell’s Soup have voted on proposals from As You Sow asking for information on how these companies are protecting employees from climate-related investment risk in their 401(k) retirement plans.

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
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WARNING: Carbon footprint data is no longer being updated.

Carbon footprintof all the companies in the portfolio.

Environment

Social

Disclaimer: As You Sow is not an investment adviser