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Morgan Stanley Inst Discovery I MPEGX

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub
  • NAV / 1-Day Return 15.51  /  +1.51 %
  • Total Assets 946.4 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 51%

USD | NAV as of May 18, 2024 | 1-Day Return as of May 18, 2024, 12:16 AM GMT+0

Morningstar’s Analysis MPEGX

Will MPEGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MPEGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MPEGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MPEGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An audacious but adept investment team.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

The caliber of Morgan Stanley Institutional Discovery’s investment team makes its perennially bold posture worthwhile.

by Robby Greengold
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MPEGX

More MPEGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DoorDash Inc Ordinary Shares - Class A

8.62 90.1 Mil
Communication Services

Cloudflare Inc

8.51 88.9 Mil
Technology

Carvana Co Class A

8.13 84.9 Mil
Consumer Cyclical

Morgan Stanley InstlLqdty TrsSecs Instl

6.11 63.8 Mil
Cash and Equivalents

The Trade Desk Inc Class A

5.96 62.3 Mil
Technology

Affirm Holdings Inc Ordinary Shares - Class A

5.81 60.7 Mil
Technology

MicroStrategy Inc Class A

4.89 51.0 Mil
Technology

Global E Online Ltd

4.67 48.8 Mil
Consumer Cyclical

Samsara Inc Ordinary Shares - Class A

4.63 48.4 Mil
Technology

Adyen NV

4.49 47.0 Mil
Technology