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

Net Asset Value$21.35Closing Price - 9/16/2019
1-Day Change+0.12(0.57%)
YTD Change+5.94(38.55%)

Growth of $10,000 Since Fund Inception

View portfolioPortfolio as of 06/30/2019

Top 5 SectorsTop 5 Holdings
Technology Services54.24%
Morgan Stanley Inst Liq Tre...8.83%
Miscellaneous8.83%
Spotify Technology SA ORD4.64%
Health Technology7.01%
Twilio Inc ORD4.64%
Commercial Services5.48%
Coupa Software Inc ORD4.49%
Retail Trade5.14%
Shopify Inc ORD4.42%
Concentration of Top 580.70% Concentration of Top 527.02% 

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 08/31/2019

RatingTotal
Return
Consistent
Return
PreservationTax
Efficiency
Expense*
Overall Rating(# of funds in category)
371

371

12,229

371

203
3 Year Rating(# of funds in category)
371

371

12,229

371

203
5 Year Rating(# of funds in category)
340

340

10,466

340

176
10 Year Rating(# of funds in category)
266

266

7,101

266

122

Fund Highlights

Total Expense Ratio0.71%
Average Market Capitallization$16.5 B
Net Asset ValueN/A
Total Net Assets$435.3 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 5001.07
R-Squared vs. S&P 5000.48
Standard Deviation19.13%
Sharpe Ratio1.28
Portfolio TurnoverN/A