Morningstar

Morgan Stanley Institutional Fund Trust Discovery Portfolio Class I MPEGX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $25.02  /  +3.77 %
  • Fund Size $721.7M
  • Adjusted Expense Ratio 0.750%
  • Net Expense Ratio 0.740%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 88%
NAV and 1-Day Return as of

Morningstar’s Analysis MPEGX

Will MPEGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MPEGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MPEGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MPEGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An audacious but adept investment team.

Principal Robby Greengold

Robby Greengold

Principal

Summary

Morgan Stanley Institutional Discovery is a high-octane strategy, and its daring risk/reward profile rests on the strength of an accomplished investment team.

by Robby Greengold
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Portfolio Holdings MPEGX

More MPEGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

13.86 111M
Technology

Royalty Pharma PLC Class A

9.27 74M
Healthcare

Affirm Holdings Inc Ordinary Shares - Class A

7.44 60M
Financial Services

Aurora Innovation Inc Class A

7.09 57M
Consumer Cyclical

IonQ Inc

6.01 48M
Technology

Roivant Sciences Ltd Ordinary Shares

5.47 44M
Healthcare

Databricks

4.65 37M
—

QXO Inc

4.57 37M
Industrials

Roblox Corp Ordinary Shares - Class A

4.13 33M
Communication Services

Opendoor Technologies Inc Ordinary Shares - Class A

3.62 29M
Real Estate

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