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Morningstar

Morgan Stanley Inst Discovery I MPEGX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 11.90  /  0.17 %
  • Total Assets 873.4 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield —
  • Turnover 67%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:19 PM GMT+0

Morningstar’s Analysis MPEGX

Will MPEGX outperform in 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.

Big ups and downs.

Director Katie Rushkewicz Reichart

Katie Rushkewicz Reichart

Director

Summary

Morgan Stanley Institutional Discovery has ground to make up after a disastrous 2022, but it’s bounced back before. It retains its Morningstar Analyst Rating of Silver or Gold, depending on share class cost.

by Katie Rushkewicz Reichart
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MPEGX

More MPEGX Holdings
  • Current Portfolio Date
  • Equity Holdings 34
  • Bond Holdings 0
  • Other Holdings 13
  • % Assets in Top 10 Holdings 56.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Trade Desk Inc Class A

8.33
86,579,836
Technology

Cloudflare Inc

7.31
75,994,063
Technology

Global E Online Ltd

6.44
66,964,043
Consumer Cyclical

DoorDash Inc Ordinary Shares - Class A

6.11
63,582,510
Communication Services

Roblox Corp Ordinary Shares - Class A

5.05
52,481,320
Communication Services

Adyen NV

4.87
50,592,411
Technology

Chewy Inc

4.59
47,736,202
Consumer Cyclical

BILL Holdings Inc Ordinary Shares

4.54
47,170,359
Technology

Royalty Pharma PLC Class A

4.42
46,010,095
Healthcare

Illumina Inc

4.39
45,644,628
Healthcare