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
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Morgan Stanley Institutional Fund Trust Discovery Portfolio (MPEGX) returned 10.80% year-to-date (YTD) and 54.09% over the past 12 months. Over the past 10 years, MPEGX returned -5.21% annually, underperforming the S&P 500 benchmark at 10.89%.
MPEGX
10.80%
21.81%
19.02%
54.09%
-1.18%
-5.21%
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.12%
10.89%
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% | 7.70% | 10.90% | 10.80% | |||||||
| 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 87, MPEGX is among the top 13% 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.
Loading data...
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 | $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.
Loading data...
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 55.25%.
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 chart below shows the rolling one-month volatility.
Loading data...