Morgan Stanley Institutional Fund Trust Discovery Portfolio Class I MPEGX:NASDAQ

Net Asset Value$20.71Previous Close - 1/17/2020
1-Day Change-0.06(0.29%)
YTD Change+1.53(7.98%)

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 03/30/1990
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

207
3 Year Rating(# of funds in category)
368

368

12,203

368

207
5 Year Rating(# of funds in category)
340

340

10,417

340

183
10 Year Rating(# of funds in category)
266

266

7,071

266

126

Fund Highlights

Total Expense Ratio0.73%
Average Market Capitallization$15.9 B
Net Asset ValueN/A
Total Net Assets$345.6 M
Sales ExpensesInstitutional Load Fund
Minimum Initial Investment$5000000
Minimum IRA InvestmentN/A
AvailabilityClosed To New Investors
Current Yield0.00%
Dividend Ex-DateN/A

Risk Analysis

Beta vs. S&P 5001.08
R-Squared vs. S&P 5000.42
Standard Deviation20.49%
Sharpe Ratio1.27
Portfolio TurnoverN/A