Mid cap growth some mid cap growth funds invest in stocks of all sizes, thus leading to a mid cap profile, but others focus on midsize companies. The fund seeks longterm growth of capital by investing primarily in stocks of midcap u. The fund invests primarily in established and emerging companies, with capit alizations within the range of companies included in the russell growth index. The touchstone mid cap growth fund seeks longterm capital growth by investing primarily in common stocks of midcap u. Macgx morgan stanley institutional fund trust discovery. Growthoriented stocks tend to have higher priceto book ratios and higher forecasted growth values. Morgan stanley institutional fund trust discovery portfolio seeks longterm capital growth by investing in growthoriented equity securities of u. Valuation of investments 1 an equity portfolio security listed or traded on an exchange is valued at. The russell mid cap growth index contains russell midcap companies with higher pricetobook. Us largecap core growth equity strategy composite t.
Focuses on midcap companies that are believed to have demonstrated records of achievement with excellent prospects for earnings growth over a 1 to 3 year period. Morgan stanley marks down palantir shares 32% the information. Timeframe, mpegx, russell midcap growth index %, lipper category average. On february 11, 2019, the mid cap growth portfolio was renamed to the discovery portfolio and there were. See morgan stanley inst growth port mseqx mutual fund ratings from all the top fund analysts in one place. The morgan stanley institutional mid cap growth a fund, managed by morgstan, carries an expense ratio of 1. Et on how is morgan stanley institutional mid cap growth a fund macgx performing. Morgan stanley institutional mid cap growth i, managed by morgan stanley, carries an expense ratio of 0. An established and insightful team powers an upgrade in morgan stanley institutional discoverys morningstar analyst rating to. View the latest quote, returns and news for morgan stanley institutional growth portfolio. Russell midcap index companies with higher pricetobook ratios and higher forecasted. Mid cap growth frontier capital fund first quarter 2019. Morgan stanley institutional fund trust discovery portfolio class a.
Associates enter either the institutional equity or fixed income division and then join a product specialty or desk within that division. You can find the portfolios prospectus and other information about. David received a bs from iowa state university and a trium mba with. Shares morgan stanley institutional fund trust discovery. Morgan stanley institutional fund trust mid cap growth portfolio global strategist portfolio 522 fifth avenue new york, ny 10036 800 5487786 this joint proxy statement and prospectus is being furnished to shareholders shareholders of each of. From 1998 to 2004, alex was lead manager of the morgan stanley institutional technology strategy and the technology fund. Mpegx has a history of positive total returns for over 10 years. Morgan stanley discovery portfolio formerly morgan stanley mid cap growth portfolio portfolio statistics 123119 fund peer bmrk avg pe ratio x 50.
The morningstar mutual fund profile for msklx provides the latest nav quote, ratings, historical returns, risk measures, and fees. Morgan stanley inst discovery i mpegx quote morningstar. The process used to migrate securities between benchmarks based on changes in a securitys market capitalization. Barrons provides information on holdings, historical returns and other key fund data. The adviser seeks to invest in high quality companies it believes have sustainable competitive advantages and the ability to redeploy capital at high rates of return. David wilkinson chicago, il morgan stanley private. Current income is a secondary objective for this strategy. Investment information the morgan stanley growth ret acct is a separate account subaccount maintained by tflic and invests.
Macgx morgan stanley institutional fund trust discovery portfolio. Invests in mid cap stocks with market capitalizations similar to the russell midcap growth index. Mpegx morgan stanley institutional fund trust discovery portfolio. Morgan stanley institutional funds mutual fund center.
Intro guide to the morgan stanley institutional mid cap. The fund seeks aboveaverage longterm return primarily through capital. He was also the comanager of the information fund from 2004 to 2005 and the. The armory group at morgan stanley is a deep and experienced wealth planning and investment management team serving a select group of individuals, families, medical professionals, business owners and nonprofit organizations.
An investments overall morningstar rating, based on its riskadjusted return, is a weighted average of its applicable 3, 5, and 10year ratings. Overall morningstar rating for mid cap dividend fund, institutional, as of apr 30, 2020 rated against 384 midcap value funds based on risk adjusted total return. Morgan stanley institutional fund trust discovery growth. The frequency and criteria used to determine when a benchmark provider realigns security weightings within an index to stay consistent with a benchmarks stated objective. Intro guide to the morgan stanley institutional mid cap growth i fund mpegx feb.
Midcap growth some midcap growth funds invest in stocks of all sizes, thus leading to a midcap profile, but others focus on midsize companies. Morgan stanley institutional mid cap growth portfolio. Morgan stanley growth opportunities ret acct transamerica. Ta janus mid cap growth i nitial class service class a s of 093018 i nvestment strategy t he portfolio s subadviser, janus capital management llc the subadviser, under normal conditions, invests primarily in common stocks selected for their growth potential. Please click morningstar help and tell us the ticker or the name of the security you are trying to find.
As of december 31, 2019 morgan stanley discovery portfolio. The us large cap core growth equity composite seeks longterm capital appreciation primarily through investment in common stocks of well established large and medium cap blue chip companies with potential for aboveaverage earnings growth. Institutional salespeople at morgan stanley sell the firms security offerings to large institutional clients such as pension funds, hedge funds, mutual funds, and insurance companies. Volatility and risk volatilityas of033120 low moderate high investment category. Analyze the fund morgan stanley institutional fund trust discovery portfolio class i having symbol mpegx for type mutualfunds and perform research on other mutual funds. Morgan stanley institutional fund trust discovery portfolio class i mpegx top ten holdings as of 12312019 category average 25. David received a bs from iowa state university and a trium mba with distinction from the london school of economics, new york university and hec paris. Morgan stanley inst mid cap growth analysis brightscope. How is morgan stanley institutional mid cap growth a fund.
The analysis on these pages may be based, in part, on adjusted historical returns for periods prior to the classs actual inception of 011997. The category average percent of portfolio in top 10 holdings is 25. The investment seeks longterm capital appreciation by investing primarily in growthoriented equity securities of large capitalization companies. The funds adviser seeks longterm capital growth by investing primarily in. Find the latest msift discovery portfolio class mpegx stock quote, history, news and other vital information to help you with your stock trading and investing. He was also the comanager of the information fund from 2004 to 2005 and the small company growth fund from 1999 to 2002. Find the latest ms insight fund class i cpodx stock quote, history, news and other vital information to help you with your stock trading and investing. See morgan stanley inst growth port performance, holdings, fees, risk and other data. Morningstar analysts have rated the fund a silver medal effective 462020. Morgan stanley institutional mid cap growth portfolio vanguard. David is a managing director and alternative investments director at morgan stanley with over 35 years of investment experience. Morgan stanley mid cap growth portfolio formerly van kampen mid cap growth portfolio class a, class b and class e shares. Fewer than 10% of us openend funds hold medalist ratings.
David wilkinson chicago, il morgan stanley private wealth. Mid cap growth fund touchstone investments mutual fund. The fund invests primarily in established and emerging. Janus capital management llc janus janus conc growth ma lcg retail performance prior to 912006 represents all fully discretionary institutional accounts managed by janus. Russell mid cap growth tr usd investment objective the investment seeks longterm capital growth. Compare fund performance, fees, assets, flows, and more across all morgan stanley inst mid cap growth share classes. Msift discovery portfolio class mpegx stock price, quote.
Mid cap growth funds target firms that are projected to grow faster than other mid cap stocks, therefore commanding relatively higher prices. Analyze the fund morgan stanley institutional fund trust discovery portfolio class i. Morgan stanley institutional growth analysis brightscope. Wam is the weighted average maturity of the portfolio. It includes those russell midcap index companies with higher pricetobook ratios and higher forecasted growth values.
View the latest morgan stanley inst discovery portfolio. Ta janus midcap growth i nitial class service class a s of 093018 i nvestment strategy t he portfolio s subadviser, janus capital management llc the subadviser, under normal conditions, invests. Morgan stanley institutional fund trust discovery portfolio. Midcap blend the typical midcap blend fund invests in stocks of various sizes and mixed characteristics, giving it a middleoftheroad profile. The armory group at morgan stanley wealth management mark has been advising multigenerational families of wealth and family enterprises since 1991. Jpmorgan mid cap value fund institutional class category. Mpegx morgan stanley institutional fund trust discovery. Msklx morgan stanley inst mid cap growth l fund price. Morgan etfs are distributed by jpmorgan distribution services, inc. Most shy away from highpriced growth stocks, but arent so priceconscious that they land in value territory. Morgan stanley institutional fund trust mid cap growth portfolio global strategist portfolio 522 fifth avenue new york, ny 10036 800 5487786 this joint proxy statement and. Analyze the fund morgan stanley institutional fund trust discovery portfolio class i having.
The us largecap core growth equity composite seeks longterm capital appreciation primarily through investment in common stocks of well established large and mediumcap blue chip companies with. The frequency and criteria used to determine when a. Overall morningstar rating for mid cap dividend fund, institutional, as of apr 30, 2020 rated against 384 mid cap value funds based on risk adjusted total return. The global industry classification standard gics was developed by and is the exclusive property and a service mark of morgan stanley capital international inc. Fact sheet march 31, 2020 morgan stanley institutional mid cap growth portfolio domestic stock fundclass a connectwithvanguard. Home fund pages morgan stanley investment management inc morgan stanley institutional growth morgan stanley institutional growth. Investment strategy under normal circumstances, at least 80% of the portfolios assets will be invested in common stocks of mid cap companies. Overall morningstar rating for capital appreciation fund, institutional, as of jan 31, 2020 rated against 1,219 large growth funds based on risk adjusted total return. Valuation of investments 1 an equity portfolio security listed or traded on an exchange is valued at its latest reported sales price or at the exchange official closing price if such exchange reports an official closing price, if there were no sales on a given day, the security is.
136 788 165 628 445 1495 983 238 971 714 119 775 993 1078 154 1134 997 97 914 185 1155 855 615 1626 1087 928 580 1121 450 288 273 1360 262 481 723 772