Morgan Stanley Institutional Fund Trust Discovery Portfolio Class C (MSMFX)
| Fund Assets | 1.12B |
| Expense Ratio | 1.80% |
| Min. Investment | $1,000 |
| 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 | 15.81 |
| YTD Return | 21.54% |
| 1-Year Return | 71.72% |
| 5-Year Return | 9.20% |
| 52-Week Low | 8.73 |
| 52-Week High | 15.97 |
| Beta (5Y) | n/a |
| Holdings | 47 |
| Inception Date | May 31, 2017 |
About MSMFX
Morgan Stanley Institutional Fund Trust Discovery Portfolio Class C is an actively managed, open-end mutual fund that targets long-term capital growth by investing primarily in the equities of established and emerging mid-cap companies within the United States. The fund seeks out companies that demonstrate sustainable competitive advantages, above-average business visibility, robust balance sheets, and strong growth prospects. Utilizing a bottom-up, fundamental analysis approach, its portfolio favors growth stocks, with sector allocations notably concentrated in information technology, consumer discretionary, and health care. The fund is managed by Morgan Stanley Investment Management and benchmarks its performance against indices like the Russell 3000 and Russell Midcap Growth Index. Launched in 2017, this fund typically holds a concentrated portfolio, with approximately half of its assets invested in its top ten holdings, reflecting a high-conviction strategy. Class C shares require a $1,000 minimum investment and carry an expense ratio of 1.80%. The fund appeals to investors seeking diversified exposure to mid-cap growth equities with an emphasis on companies positioned for superior long-term earnings growth.
Performance
MSMFX had a total return of 71.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.44%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
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% |