Morgan Stanley Institutional Fund Trust Discovery Portfolio Class R6 (MMCGX)
| Fund Assets | 712.46M |
| Expense Ratio | 0.65% |
| Min. Investment | $10,000,000 |
| 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 | 19.52 |
| YTD Return | -8.59% |
| 1-Year Return | 36.28% |
| 5-Year Return | 33.79% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 48 |
| Inception Date | Sep 13, 2013 |
About MMCGX
MMCGX was founded on 2013-09-13. The Fund's investment strategy focuses on Mid-Cap with 0.63% total expense ratio. The minimum amount to invest in Morgan Stanley Institutional Fund Trust: Discovery Portfolio; Class IS Shares is $10,000,000 on a standard taxable account. Morgan Stanley Institutional Fund Trust: Discovery Portfolio; Class IS Shares seeks above-average long-term return (primarily through capital appreciation) relative to broad market indices, and to returns of other managers of mid-cap growth portfolios, through investments in the common stock of small and mid-size companies that have the potential for superior long-term earnings growth.
Performance
MMCGX had a total return of 36.28% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.29%.
Top 10 Holdings
58.26% of assets| Name | 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% |