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

Net Asset Value$22.33Previous Close - 8/16/2019
1-Day Change+0.30(1.36%)
YTD Change+6.92(44.91%)

Growth of $10,000 Since Fund Inception

View portfolioPortfolio as of 03/31/2019

Top 5 SectorsTop 5 Holdings
Technology Services67.87%
MongoDB Inc ORD7.22%
Health Technology9.26%
Veeva Systems Inc ORD6.96%
Retail Trade7.07%
HealthEquity Inc ORD5.23%
Finance6.24%
Spotify Technology SA ORD4.98%
Miscellaneous4.43%
Coupa Software Inc ORD4.91%
Concentration of Top 594.87% Concentration of Top 529.30% 

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 07/31/2019

RatingTotal
Return
Consistent
Return
PreservationTax
Efficiency
Expense*
Overall Rating(# of funds in category)
361

361

12,230

361

192
3 Year Rating(# of funds in category)
361

361

12,230

361

192
5 Year Rating(# of funds in category)
335

335

10,426

335

170
10 Year Rating(# of funds in category)
260

260

7,101

260

117

Fund Highlights

Total Expense Ratio0.71%
Average Market Capitallization$13.3 B
Net Asset ValueN/A
Total Net Assets$433.2 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 5000.49
Standard Deviation19.25%
Sharpe Ratio1.31
Portfolio TurnoverN/A