Morgan Stanley Institutional Fund Trust Discovery Portfolio (MPEGX)
The investment seeks long-term capital growth. The fund's Adviser seeks long-term capital growth 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 the advisor 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.
Fund Info
US6174405083
617440508
Mar 30, 1990
$1,000,000
Mid-Cap
Growth
Expense Ratio
MPEGX has an expense ratio of 0.72%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Morgan Stanley Institutional Fund Trust Discovery Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Morgan Stanley Institutional Fund Trust Discovery Portfolio had a return of -2.92% year-to-date (YTD) and 41.39% in the last 12 months. Over the past 10 years, Morgan Stanley Institutional Fund Trust Discovery Portfolio had an annualized return of -6.74%, while the S&P 500 had an annualized return of 10.05%, indicating that Morgan Stanley Institutional Fund Trust Discovery Portfolio did not perform as well as the benchmark.
MPEGX
-2.92%
-4.12%
14.24%
41.39%
-0.99%
-6.74%
^GSPC (Benchmark)
-6.75%
-5.05%
-5.60%
8.15%
14.14%
10.05%
Monthly Returns
The table below presents the monthly returns of MPEGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 8.81% | -6.31% | -9.00% | 4.65% | -2.92% | ||||||||
| 2024 | -8.38% | 13.26% | 3.75% | -10.30% | 0.41% | 3.61% | 2.17% | 6.43% | 5.98% | 7.64% | 20.82% | -5.44% | 42.38% |
| 2023 | 17.13% | -3.72% | 3.52% | -6.80% | 8.63% | 9.83% | 8.80% | -10.28% | -5.35% | -8.96% | 14.54% | 17.26% | 46.66% |
| 2022 | -22.86% | -1.88% | -5.29% | -22.89% | -18.33% | -7.46% | 14.42% | 0.82% | -11.32% | 0.75% | -5.76% | -9.78% | -63.39% |
| 2021 | 8.63% | 2.39% | -12.04% | 2.86% | -5.43% | 12.86% | -5.45% | 0.84% | -5.13% | 11.24% | -7.08% | -34.99% | -34.72% |
| 2020 | 7.25% | -0.88% | -11.72% | 23.83% | 20.59% | 13.69% | 13.32% | 6.04% | 4.00% | -1.31% | 19.02% | -3.63% | 125.39% |
| 2019 | 14.67% | 8.60% | 1.56% | 5.90% | -0.29% | 6.80% | 4.37% | -2.75% | -10.71% | 0.20% | 9.92% | -12.58% | 24.46% |
| 2018 | 7.49% | 1.22% | -0.38% | -1.26% | 10.94% | 3.10% | -2.18% | 13.80% | 1.61% | -11.24% | 0.97% | -26.20% | -8.44% |
| 2017 | 7.90% | 1.36% | 2.89% | 4.42% | 7.77% | 0.60% | 0.73% | 2.69% | -0.98% | 3.00% | 3.61% | -29.29% | -1.52% |
| 2016 | -11.45% | -4.28% | 6.70% | 0.30% | 0.91% | 1.00% | 6.41% | 0.06% | -1.18% | -5.97% | -1.64% | -41.99% | -47.80% |
| 2015 | -1.07% | 6.27% | -2.06% | 0.67% | -0.83% | -0.32% | 1.09% | -7.66% | -4.44% | 0.42% | 2.82% | -11.82% | -16.78% |
| 2014 | -0.51% | 8.63% | -7.39% | -7.70% | 1.84% | 6.50% | -3.00% | 5.79% | -3.99% | 4.18% | 0.41% | -15.75% | -13.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 83, MPEGX is among the top 17% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Morgan Stanley Institutional Fund Trust Discovery Portfolio (MPEGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Morgan Stanley Institutional Fund Trust Discovery Portfolio provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.23% |
Monthly Dividends
The table displays the monthly dividend distributions for Morgan Stanley Institutional Fund Trust Discovery Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $0.09 | $0.09 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Morgan Stanley Institutional Fund Trust Discovery Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Morgan Stanley Institutional Fund Trust Discovery Portfolio was 81.60%, occurring on Jan 5, 2023. The portfolio has not yet recovered.
The current Morgan Stanley Institutional Fund Trust Discovery Portfolio drawdown is 60.79%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.6% | Feb 16, 2021 | 477 | Jan 5, 2023 | — | — | — |
| -73.43% | Jul 6, 1993 | 2386 | Oct 9, 2002 | 2131 | Apr 1, 2011 | 4517 |
| -71.82% | Mar 5, 2014 | 1212 | Dec 24, 2018 | 532 | Feb 4, 2021 | 1744 |
| -64.58% | Feb 16, 1993 | 50 | Apr 26, 1993 | 50 | Jul 5, 1993 | 100 |
| -60.03% | Jan 4, 1993 | 2 | Jan 5, 1993 | 29 | Feb 15, 1993 | 31 |
Volatility
Volatility Chart
The current Morgan Stanley Institutional Fund Trust Discovery Portfolio volatility is 19.39%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.