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What grade does MGGIX get?

Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.

B

Fundprints Fund Grade · as of 2026-09-01

Morgan Stanley Institutional Fund, Inc. Global Opportunity Portfolio

#124 of 440 graded active funds · blend · large segment peer group

The point · specialist footprint

MGGIX puts more of its book behind proven specialists than 78% of graded funds.

Bottom 20%

Bottom 40%

Middle

● Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8 pts/qtr better · 43% beat rate

That has mattered: over the past 2.7 years, funds on this rung beat bottom-rung funds by about 3.8 points per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.

2,825 graded funds · 2.7 years of filings, measured as they were published · evidence, not advice

The grade scores this fund's specialist share — the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.

Conviction exposure

32.9%

of the book in specialist-converged names

Late-stage weight

36.2%

of the book in Crowded or Fading names

Active share

95.1%

how far it strays from the index

The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.

Inside the book — top names by stage · as of 2026-09-09

Early Conviction
AMZN 2.5%
Consensus
META 5.2%SPOT 4.2%DASH 3.6%+4 locked
Crowded
UBER 4.5%MELI 3.4%IBN 2.7%
Fading
CRWD 2.1%TKO 1.9%CPNG 1.9%+4 locked

We email you the day it crosses 50% crowded, and where you stand every month.

Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.

The read · what to do with it

MGGIX earns a B grade with specialists holding about a third of the fund, which is a decent but not standout level of conviction. The most striking concern is that Uber, MercadoLibre, and CrowdStrike together carry over 10% of assets at stages where specialists are already pulling back. Amazon is the one genuinely early position worth watching.

Monitor the combined Uber, MercadoLibre, and CrowdStrike weight given specialists are crowded or fading in all three.

Track whether the Amazon Early Conviction position grows, as it is currently the fund's clearest area of specialist-backed opportunity.

Support leaving these positions

UBER 4.5% of the fund · Crowded

MELI 3.4% of the fund · Crowded

IBN 2.7% of the fund · Crowded

CRWD 2.1% of the fund · Fading

TKO 1.9% of the fund · Fading

Where it's genuinely early

AMZN 2.5% of the fund · Early Conviction

Read from today's disclosed book. Evidence, not advice.

The evidence base updates this week.

The specialists — not the whales — are already positioned for what comes next. Stop finding out last.

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