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

Net Asset Value$33.64Previous Close - 7/10/2020
1-Day Change-0.24(0.71%)
YTD Change+14.46(75.39%)

Growth of $10,000 Since Fund Inception

View portfolioPortfolio as of 03/31/2020

Top 5 SectorsTop 5 Holdings
Technology Services60.98%
Shopify Inc ORD5.83%
Health Technology9.32%
Slack Technologies Inc ORD5.41%
Other8.24%
Zoom Video Communications I...5.27%
Retail Trade8.24%
DexCom Inc ORD5.23%
Miscellaneous5.00%
Veeva Systems Inc ORD5.11%
Concentration of Top 591.78% Concentration of Top 526.85% 

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  MGSXX

Lipper Leader Scorecard as of 06/30/2020

RatingTotal
Return
Consistent
Return
PreservationTax
Efficiency
Expense*
Overall Rating(# of funds in category)
378

378

12,306

378

211
3 Year Rating(# of funds in category)
378

378

12,306

378

211
5 Year Rating(# of funds in category)
341

341

10,510

341

179
10 Year Rating(# of funds in category)
265

265

7,095

265

124

Fund Highlights

Total Expense Ratio0.73%
Average Market Capitallization$17.7 B
Net Asset ValueN/A
Total Net Assets$866.3 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 5001.13
R-Squared vs. S&P 5000.54
Standard Deviation27.21%
Sharpe Ratio1.16
Portfolio TurnoverN/A