MADSX Mutual Fund
MADSX Mutual Fund
Morgan Stanley Institutional Fund Advantage Portfolio Class R6
MADSX Mutual Fund Overview
MADSX Mutual Fund (Morgan Stanley Institutional Fund Advantage Portfolio Class R6) is managed by Morgan Stanley Investment Management with $32.0M in net assets. MADSX expense ratio is 0.81%, holding 33 positions across sectors including Information Technology, Consumer Discretionary, Unknown. Inception date: 2013-09-13.
MADSX performance shows a YTD return of -2.06%. The 1-year return is -4.97% and the 5-year return is 5.65%. MADSX dividend yield stands at 0.07%, paid annually.
MADSX top holdings include Cloudflare Inc (12.4%), Tesla, Inc. (8.3%), Shopify Inc. (7.5%), Airbnb Inc (5.5%), Royalty Pharma (5.5%). View all MADSX holdings, sector breakdown, or dividend history.
MADSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MADSX alternatives are available via the screener, along with tax-loss harvesting opportunities.