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Morgan Stanley Inst Discovery I (MPEGX)

20.15
-0.76
(-3.63%)
At close: March 28 at 8:03:46 PM EDT
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  • Previous Close 20.91
  • YTD Return 1.95%
  • Expense Ratio 0.76%
  • Category Mid-Cap Growth
  • Last Cap Gain -172.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 1.07B
  • Beta (5Y Monthly) 1.52
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 46.00%
  • Last Dividend 0.09
  • Inception Date Jan 31, 1997

Under normal circumstances, the adviser seeks to achieve the fund’s investment objective by investing primarily in established and emerging companies with capitalizations within the range of companies included in the Russell Midcap® Growth Index. The adviser typically invests in unique companies it believes have sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive risk/reward.

Morgan Stanley

Fund Family

Mid-Cap Growth

Fund Category

1.07B

Net Assets

1997-01-31

Inception Date

Performance Overview: MPEGX

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Trailing returns as of 3/27/2025. Category is Mid-Cap Growth.

YTD Return

MPEGX
1.95%
Category
10.80%
 

1-Year Return

MPEGX
39.89%
Category
48.17%
 

3-Year Return

MPEGX
0.97%
Category
21.26%
 

5-Year Return

MPEGX
9.38%
Category
20.18%
 

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Holdings: MPEGX

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Sector Weightings

SectorMPEGX
Technology   54.00%
Healthcare   8.97%
Industrials   5.21%
Energy   0.03%
Real Estate   0.00%
Utilities   0.00%

Recent News: MPEGX

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Research Reports: MPEGX

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