Morgan Stanley Institutional Fund Trust Discovery Portfolio Class R6 (MMCGX)
| Fund Assets | 742.83M |
| Expense Ratio | 0.63% |
| Min. Investment | $10,000,000 |
| 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 | 24.42 |
| YTD Return | -3.49% |
| 1-Year Return | 17.39% |
| 5-Year Return | -27.90% |
| 52-Week Low | 21.38 |
| 52-Week High | 29.46 |
| Beta (5Y) | n/a |
| Holdings | 45 |
| 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 17.39% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.17%.
Top 10 Holdings
66.17% of assets| Name | Symbol | Weight |
|---|---|---|
| Cloudflare, Inc. | NET | 13.22% |
| Affirm Holdings, Inc. | AFRM | 7.83% |
| Roivant Sciences Ltd. | ROIV | 6.81% |
| Databricks, Inc. | n/a | 6.71% |
| QXO, Inc. | QXO | 6.53% |
| Royalty Pharma plc | RPRX | 5.97% |
| Floor & Decor Holdings, Inc. | FND | 4.88% |
| MongoDB, Inc. | MDB | 4.81% |
| Core & Main, Inc. | CNM | 4.73% |
| Roblox Corporation | RBLX | 4.67% |