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Morningstar

Morgan Stanley Inst Discovery C MSMFX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 9.08  /  −0.66 %
  • Total Assets 903.6 Mil
  • Adj. Expense Ratio
    1.800%
  • Expense Ratio 1.800%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 51%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis MSMFX

Will MSMFX 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 MSMFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MSMFX 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 MSMFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An audacious but adept investment team.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

The caliber of Morgan Stanley Institutional Discovery’s investment team makes its perennially bold posture worthwhile.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MSMFX

More MSMFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Samsara Inc Ordinary Shares - Class A

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Royalty Pharma PLC Class A

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