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Morgan Stanley Inst Discovery I MPEGX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
44.44  /  0.41 %
Total Assets
4.8 Bil
Adj. Expense Ratio
0.740%
Expense Ratio
0.740%
Fee Level
Below Average
Longest Manager Tenure
19.42 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
5,000,000
Status
Limited
TTM Yield
0.00%
Turnover
65%

USD | NAV as of Jun 18, 2021 | 1-Day Return as of Jun 18, 2021, 9:42 PM GMT+00:00

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Morningstar’s Analysis

Will MPEGX outperform in future?

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

Process Pillar

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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

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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

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

Morgan Stanley Funds Can Now Invest in Bitcoin; Ratings Unchanged

Director

Analyst Note

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Several Morgan Stanley Counterpoint Global funds, including Morningstar Medalists Morgan Stanley Institutional Growth and Morgan Stanley Institutional Discovery, can now invest in bitcoin. The foray into this volatile cryptocurrency is limited, though, and consistent with these funds’ aggressive risk profiles, so their Above Average Process rating and overall Morningstar Analyst Ratings remain intact.

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