Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
13.68
+0.36 (2.70%)
Apr 24, 2025, 8:09 AM EDT
35.45% (1Y)
Fund Assets | 945.02M |
Expense Ratio | 1.02% |
Min. Investment | $1,000 |
Turnover | n/a |
Dividend (ttm) | n/a |
Dividend Yield | n/a |
Dividend Growth | n/a |
Payout Frequency | n/a |
Ex-Dividend Date | n/a |
Previous Close | 13.32 |
YTD Return | -6.24% |
1-Year Return | 35.45% |
5-Year Return | 18.93% |
52-Week Low | 9.67 |
52-Week High | 17.02 |
Beta (5Y) | 1.45 |
Holdings | 48 |
Inception Date | Jan 31, 1997 |
About MACGX
The investment seeks long-term capital growth. The fund's Adviser seeks long-term capital growth by investing primarily in established and emerging companies with capitalizations within the range of companies included in the Russell Midcap® Growth Index. The Adviser typically invests in unique companies the advisor believes have sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive risk/reward.
Fund Family Morgan Stanley Inst
Category Mid-Cap Growth
Performance Rating Low
Risk Rating High
Stock Exchange PNK
Ticker Symbol MACGX
Share Class Class A Shares
Index Russell MidCap Growth TR
Performance
MACGX had a total return of 35.45% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.97%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
58.26% of assetsName | Symbol | Weight |
---|---|---|
Cloudflare, Inc. | NET | 10.20% |
Roblox Corporation | RBLX | 5.92% |
The Trade Desk, Inc. | TTD | 5.91% |
Global-E Online Ltd. | GLBE | 5.80% |
DoorDash, Inc. | DASH | 5.72% |
Samsara Inc. | IOT | 5.42% |
Core & Main, Inc. | CNM | 5.17% |
Aurora Innovation, Inc. | AUR | 4.98% |
Affirm Holdings, Inc. | AFRM | 4.97% |
MicroStrategy Incorporated | MSTR | 4.18% |