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 | 25.98 |
| YTD Return | 17.50% |
| 1-Year Return | 65.58% |
| 5-Year Return | 35.64% |
| 52-Week Low | 14.63 |
| 52-Week High | 25.99 |
| Beta (5Y) | n/a |
| Holdings | 47 |
| 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 65.58% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.59%.
Top 10 Holdings
54.32% of assets| Name | Symbol | Weight |
|---|---|---|
| Cloudflare, Inc. | NET | 9.44% |
| Aurora Innovation, Inc. | AUR | 5.60% |
| MicroStrategy Incorporated | MSTR | 5.60% |
| Core & Main, Inc. | CNM | 5.21% |
| Royalty Pharma plc | RPRX | 5.04% |
| Roblox Corporation | RBLX | 4.98% |
| DoorDash, Inc. | DASH | 4.87% |
| Affirm Holdings, Inc. | AFRM | 4.82% |
| Global-E Online Ltd. | GLBE | 4.67% |
| QXO, Inc. | QXO | 4.09% |