Morgan Stanley Institutional Fund Trust Discovery Portfolio Class I (MPEGX)

Fund Assets	733.45M
Expense Ratio	0.726%
Min. Investment	$5,000,000
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	23.91
YTD Return	-3.41%
1-Year Return	-12.55%
5-Year Return	-31.47%
52-Week Low	20.82
52-Week High	26.71
Beta (5Y)	1.09
Holdings	44
Inception Date	Mar 30, 1990

About MPEGX

Morgan Stanley Institutional Fund Trust Discovery Portfolio Class I is an open-end mutual fund focused on achieving long-term capital growth. The fund primarily invests in established and emerging mid-cap companies in the United States that demonstrate sustainable competitive advantages, strong business visibility, robust balance sheets, and favorable risk/reward profiles. Its strategy emphasizes selecting firms capable of deploying capital at high rates of return, targeting sectors such as information technology, consumer discretionary, health care, and communication services, with information technology typically representing the largest allocation. The Discovery Portfolio is managed by a seasoned investment team and sits within the mid-cap growth category, aiming to outperform its benchmark by identifying companies with above-average growth prospects. The fund maintains an institutional share class structure, offering a relatively low expense ratio and catering to professional investors and larger institutions. With a history of active management and a concentrated portfolio—often holding a significant portion of assets in its top positions—the fund plays a significant role for investors seeking exposure to dynamic mid-cap growth opportunities as part of a diversified equity allocation.

• Fund Family: Morgan Stanley
• Category: Mid-Cap Growth
• Performance Rating: Below Average
• Risk Rating: High
• Stock Exchange: Nasdaq
• Ticker Symbol: MPEGX
• Share Class: Class I Shares
• Index: Russell MidCap Growth TR

Performance

MPEGX had a total return of -12.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.51%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MMCGX	Class R6	0.63%
MACGX	Class A Shares	1.03%
MSKLX	Class L	1.56%
MSMFX	Class C	1.78%

Top 10 Holdings

66.16% of assets

Name	Symbol	Weight
Cloudflare, Inc.	NET	13.90%
Royalty Pharma plc	RPRX	9.29%
Affirm Holdings, Inc.	AFRM	7.46%
Aurora Innovation, Inc.	AUR	7.11%
IonQ, Inc.	IONQ	6.03%
Roivant Sciences Ltd.	ROIV	5.48%
DATABRICKS, INC. SERIES H PREFERRED SHARES	n/a	4.66%
QXO, Inc.	QXO	4.46%
Roblox Corporation	RBLX	4.14%
Opendoor Technologies Inc.	OPEN	3.63%

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Nov 3, 2026

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