Morgan Stanley Institutional Fund Trust Discovery Portfolio (MACGX)
| Fund Assets | 816.02M |
| 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 | 16.86 |
| YTD Return | 5.00% |
| 1-Year Return | 6.41% |
| 5-Year Return | -25.94% |
| 52-Week Low | 14.04 |
| 52-Week High | 19.38 |
| Beta (5Y) | 1.40 |
| Holdings | 48 |
| 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 6.41% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.52%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
68.84% of assets| Name | Symbol | Weight |
|---|---|---|
| Cloudflare, Inc. | NET | 14.25% |
| Roivant Sciences Ltd. | ROIV | 9.92% |
| Royalty Pharma plc | RPRX | 8.67% |
| QXO, Inc. | QXO | 7.70% |
| DATABRICKS, INC. SERIES H PREFERRED SHARES | n/a | 7.36% |
| Roblox Corporation | RBLX | 4.70% |
| Aurora Innovation, Inc. | AUR | 4.69% |
| Affirm Holdings, Inc. | AFRM | 4.57% |
| Opendoor Technologies Inc. | OPEN | 3.50% |
| IonQ, Inc. | IONQ | 3.47% |