GROWTH PORTFOLIO

MORGAN STANLEY INSTITUTIONAL FUND INC · 6 share classes

Actively managed U.S. equity fund
One fund, 6 share classes:MSEQXMSEGXMSHLXMGRPXMSGUXMGHRX
$3.59B NAV
35 positions · as of 2026-06-30 · filed 2026-08-21

Fund classification

Classified from what the fund holds · as of 2026 Q2

GROWTH PORTFOLIO is an actively managed U.S. equity fund.

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q2

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

Strategy · summarised

The fund invests in large-capitalization growth stocks selected through bottom-up analysis for sustainable competitive advantages, above-average business visibility, high capital deployment returns, and strong balance sheets, with ESG factors integrated as a research lens. The adviser concentrates a significant portion of assets in a limited number of issuers, which may be in the same industry or sector, creating risk of divergence from broader market performance. The fund may invest up to 25% in foreign securities including emerging markets.

Expenses
0.53% 1.64%across 6 share classes
Share classGrossNet
MSEQX0.63%
MSEGX0.89%
MSHLX1.40%
MGRPX0.53%
MSGUX1.64%
MGHRX10.18%0.73%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 53.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.25%
of net assets
Stocks98.69%
Cash & short-term1.54%
Derivatives0.01%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology43.4%
Health Care15.9%
Consumer Discretionary14.9%
Financials8.6%
6 smaller17.2%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 4 new6 exited

New: SPCX, Merrill Lynch, Pierce, Fenner & Smith Incorporated, HSBC Securities (USA) Inc., Citigroup Global Markets Inc

Exited: Spotify Technology SA, SNOW, COIN, SWAP GOLDMAN SACHS BOC, Goldman Sachs & Co. LLC, Standard Chartered Bank

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+17.70%+128.47%-3.01%24.60%-22.47%
+17.40%+126.67%-4.26%24.59%-22.54%
+16.79%+123.37%-6.61%24.58%-22.71%
+17.84%+129.02%-2.56%24.59%-22.42%
+16.50%+121.64%-7.75%24.59%-22.80%
+17.85%+129.14%-2.78%24.62%-22.45%

These classes hold the same portfolio, so the 5.19pp spread over 5 years is the cost difference between them — roughly 1.04pp a year — not a difference in what they own.

Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Cloudflare IncNET13.44%$482.95M
Tesla IncTSLA9.24%$332.22M
Royalty Pharma PLC7.66%$275.36M
Affirm Holdings IncAFRM6.99%$251.31M
AppLovin CorpAPP6.25%$224.69M
Roivant Sciences Ltd5.20%$187.01M
Aurora Innovation IncAUR4.90%$176.18M
Space Exploration Technologies CorpSPCX4.82%$173.32M
DoorDash IncDASH4.72%$169.71M
Shopify IncSHOP4.51%$162.01M
Showing 10 of 35Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 67.74% of net assets, top 25 100.24%, across 33 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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