See what your fund actually adds

Morgan Stanley Institutional Fund, Inc. Advantage Portfolio Class A MAPPX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

MAPPX compared with its replication portfolio
MeasureMAPPXReplication
Annualized growth16.1%16.6%
Annualized volatility23.9%17.1%
Sharpe ratio0.740.98
Maximum drawdown25.3%19.7%
Replication fit (R²)0.70 · Tracking error 13.0%

Replication portfolio

The published portfolio below is the investable basket used to model MAPPX’s historical return behavior.

MAPPX replication basket weights
TickerBuilding blockWeight
VOTMid-Cap · Growth43.4%
VUGStyle · Growth31.4%
XLYSector · Cons Discr14.0%
IBITAlternatives · Bitcoin7.6%
VOXSector · Communication3.6%