Morgan Stanley Institutional Fund Trust Discovery Portfolio Class R6 (MMCGX)
| Fund Assets | 1.22B |
| Expense Ratio | 0.65% |
| Min. Investment | $10,000,000 |
| Turnover | 46.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 27.27 |
| YTD Return | 23.65% |
| 1-Year Return | 73.04% |
| 5-Year Return | 14.28% |
| 52-Week Low | 14.63 |
| 52-Week High | 27.71 |
| Beta (5Y) | n/a |
| Holdings | 47 |
| Inception Date | Sep 13, 2013 |
About MMCGX
Morgan Stanley Institutional Fund Trust Discovery Portfolio Class IS is an actively managed mutual fund focused on achieving long-term capital growth through investments primarily in mid-cap companies within the United States. The portfolio targets both established and emerging businesses that demonstrate sustainable competitive advantages, robust business visibility, strong balance sheets, and favorable risk/reward profiles. With a distinct emphasis on the mid-cap growth segment, the fund allocates a significant portion of its assets to sectors such as information technology, consumer discretionary, and healthcare. The fund is overseen by an experienced investment team and employs a bottom-up, fundamental research approach to identify companies with high earnings and sales growth potential. Typically, the majority of assets are concentrated in a relatively small number of holdings, reflecting high conviction in selected opportunities. The strategy often leads to notable positions in innovative and rapidly growing firms. The Discovery Portfolio plays a significant role in the financial market by offering institutional investors access to mid-cap growth equities, aiming to outperform conventional benchmarks over time while maintaining a disciplined and research-driven investment process.
Performance
MMCGX had a total return of 73.04% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.95%.
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% |