Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A MACGX:NASDAQ

Net Asset Value$14.72Previous Close - 12/11/2019
1-Day Change-2.38(13.92%)
YTD Change+2.23(17.85%)

Growth of $10,000 Since Fund Inception

View portfolioPortfolio as of 09/30/2019

Top 5 SectorsTop 5 Holdings
Technology Services50.88%
Twitter Inc ORD6.00%
Health Technology7.82%
Spotify Technology SA ORD4.45%
Commercial Services7.38%
Twilio Inc ORD3.77%
Consumer Services6.67%
Morgan Stanley Inst Liq Tre...3.73%
Retail Trade5.37%
Shopify Inc ORD3.71%
Concentration of Top 578.12% Concentration of Top 521.66% 

Fund Profile

Fund Strategy

The Fund seeks above-average long-term return (primarily through capital appreciation) relative to broad market indices, and to returns of other managers of mid-cap growth portfolios, through investments in the common stock of small and mid-size companies that have the potential for superior long-term earnings growth.

Fund Category US Diversified Equity
Inception Date 01/31/1997
Manager Team Managed
Fund Classification Mid-Cap Growth Funds
Managed Since N/A
Other Managed Funds   MVRXX  MSUXX  MISXX  MPFXX  MPUXX

Lipper Leader Scorecard as of 11/30/2019

RatingTotal
Return
Consistent
Return
PreservationTax
Efficiency
Expense*
Overall Rating(# of funds in category)
368

368

12,203

368

100
3 Year Rating(# of funds in category)
368

368

12,203

368

100
5 Year Rating(# of funds in category)
340

340

10,417

340

98
10 Year Rating(# of funds in category)
266

266

7,071

266

86

Fund Highlights

Total Expense Ratio1.01%
Average Market Capitallization$15.9 B
Net Asset ValueN/A
Total Net Assets$423.0 M
Sales ExpensesFront-end Load Fund
Minimum Initial Investment$1000
Minimum IRA InvestmentN/A
AvailabilityClosed To New Investors
Current Yield0.00%
Dividend Ex-DateN/A

Risk Analysis

Beta vs. S&P 5001.01
R-Squared vs. S&P 5000.38
Standard Deviation20.13%
Sharpe Ratio1.09
Portfolio TurnoverN/A