International Advantage Portfolio

MORGAN STANLEY INSTITUTIONAL FUND INC · 5 share classes

Actively managed developed international equity fund
One fund, 5 share classes:MFAIXMSALXMFAPXMSIAXIDVSX
$2.15B NAV
33 positions · as of 2026-06-30 · filed 2026-08-21

Fund classification

Classified from what the fund holds · as of 2026 Q2

International Advantage Portfolio is an actively managed developed international equity fund.

Asset class
Equity
Region
Developed international
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q2

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

Strategy · summarised

The fund invests primarily in established international companies outside the United States that trade within the market-capitalization range of the MSCI All Country World ex USA Index, using a bottom-up process to identify undervalued firms with sustainable competitive advantages and strong ESG characteristics. The fund typically concentrates a significant portion of its assets in a limited number of issuers, which may be in the same industry, sector, or geographic region, creating risk of divergence from broad international market performance. The fund may invest in China A-Shares through Stock Connect programs and in privately placed or restricted securities.

Expenses
0.90% 2.05%across 5 share classes
Share classGrossNet
MFAIX1.01%1.00%
MSALX2.21%1.85%
MFAPX1.30%1.30%
MSIAX2.05%2.05%
IDVSX0.90%0.90%

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

Portfolio turnover 13.00% · as of 2026 Q2

Allocation

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

101.48%
of net assets
Stocks99.10%
Cash & short-term2.38%

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 4 new1 exited

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

Exited: SAP SE

Return profile

Chart:

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

Share class1-year3-year5-yearVolWorst fall
+5.03%+20.75%-1.25%17.06%-18.89%
+4.12%+17.71%-5.38%17.09%-19.12%
+4.73%+19.80%-2.63%17.02%-18.93%
+3.85%+17.14%-6.12%17.06%-19.15%
+5.11%+21.18%-0.66%17.04%-18.85%

These classes hold the same portfolio, so the 5.46pp spread over 5 years is the cost difference between them — roughly 1.09pp 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
Taiwan Semiconductor Manufacturing Co Ltd10.32%$221.76M
ASML Holding NV8.96%$192.66M
Keyence Corp6.72%$144.42M
DSV A/S6.37%$136.90M
Hermes International SCA6.25%$134.35M
Moncler SpA5.58%$119.92M
Schneider Electric SE5.49%$117.99M
Spotify Technology SA5.23%$112.43M
L'Oreal SA4.84%$104.07M
MercadoLibre IncMELI3.38%$72.58M
Showing 10 of 33Sign 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 63.13% of net assets, top 25 95.92%, 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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