Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX)
| Fund Assets | 841.53M |
| Expense Ratio | 1.03% |
| Min. Investment | $1,000 |
| Turnover | 88.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 16.46 |
| YTD Return | -7.48% |
| 1-Year Return | 3.91% |
| 5-Year Return | -31.93% |
| 52-Week Low | 12.83 |
| 52-Week High | 20.45 |
| Beta (5Y) | 1.43 |
| Holdings | 45 |
| Inception Date | Jan 31, 1997 |
About MACGX
Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A is an actively managed mutual fund focused on achieving long-term capital growth. The fund primarily invests in established and emerging U.S. mid-cap companies, targeting firms believed to possess sustainable competitive advantages, robust business visibility, strong balance sheets, and attractive risk/reward profiles. Positioned within the mid-cap growth category, the portfolio is notably concentrated in sectors such as information technology, consumer discretionary, and healthcare, demonstrating a preference for companies expected to deliver above-average earnings and sales growth. The fund’s investment strategy is supported by a seasoned management team with decades of industry experience, and its holdings reflect a bias toward innovation-driven and rapidly expanding companies. With a moderate portfolio turnover and a significant weighting in its top holdings, the Discovery Portfolio plays a significant role for investors seeking exposure to the dynamic segment of U.S. mid-cap growth equities, offering diversified access across select growth-oriented industries.
Performance
MACGX had a total return of 3.91% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.62%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
66.17% of assets| Name | Symbol | Weight |
|---|---|---|
| Cloudflare, Inc. | NET | 13.22% |
| Affirm Holdings, Inc. | AFRM | 7.83% |
| Roivant Sciences Ltd. | ROIV | 6.81% |
| Databricks, Inc. | n/a | 6.71% |
| QXO, Inc. | QXO | 6.53% |
| Royalty Pharma plc | RPRX | 5.97% |
| Floor & Decor Holdings, Inc. | FND | 4.88% |
| MongoDB, Inc. | MDB | 4.81% |
| Core & Main, Inc. | CNM | 4.73% |
| Roblox Corporation | RBLX | 4.67% |