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

Net Asset Value$17.04Previous Close - 4/01/2020
1-Day Change-0.96(5.33%)
YTD Change-2.14(11.16%)

Growth of $10,000 Since Fund Inception

View portfolioPortfolio as of 12/31/2019

Top 5 SectorsTop 5 Holdings
Technology Services60.44%
Spotify Technology SA ORD5.54%
Health Technology9.82%
DexCom Inc ORD5.09%
Other8.16%
Shopify Inc ORD4.95%
Retail Trade7.06%
Twitter Inc ORD4.43%
Commercial Services4.37%
Trade Desk Inc ORD4.37%
Concentration of Top 589.85% Concentration of Top 524.38% 

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  MGSXX  MPFXX

Lipper Leader Scorecard as of 02/29/2020

RatingTotal
Return
Consistent
Return
PreservationTax
Efficiency
Expense*
Overall Rating(# of funds in category)
374

374

12,246

374

204
3 Year Rating(# of funds in category)
374

374

12,246

374

N/A
5 Year Rating(# of funds in category)
342

342

10,397

342

N/A
10 Year Rating(# of funds in category)
269

269

7,058

269

N/A

Fund Highlights

Total Expense Ratio0.73%
Average Market Capitallization$16.8 B
Net Asset ValueN/A
Total Net Assets$312.0 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 5000.93
R-Squared vs. S&P 5000.38
Standard Deviation20.35%
Sharpe Ratio1.26
Portfolio TurnoverN/A