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Morgan Stanley Inst Discovery L (MSKLX)

9.29 +0.12 (+1.31%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 9.17
  • YTD Return 15.19%
  • Expense Ratio 1.56%
  • Category Mid-Cap Growth
  • Last Cap Gain -203.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 899.61M
  • Beta (5Y Monthly) 1.48
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 51.00%
  • Last Dividend 0.07
  • 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

899.61M

Net Assets

1997-01-31

Inception Date

Performance Overview: MSKLX

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Trailing returns as of 10/18/2024. Category is Mid-Cap Growth.

YTD Return

MSKLX
15.19%
Category
10.80%
?

1-Year Return

MSKLX
40.57%
Category
48.17%
?

3-Year Return

MSKLX
18.04%
Category
21.26%
?

5-Year Return

MSKLX
6.69%
Category
20.18%
?

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Holdings: MSKLX

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Top 10 Holdings (56.63% of Total Assets)

SymbolCompany% Assets
NET
Cloudflare, Inc. 8.47%
TTD
The Trade Desk, Inc. 7.66%
DASH
DoorDash, Inc. 7.11%
GLBE
Global-E Online Ltd. 5.51%
AFRM
Affirm Holdings, Inc. 5.42%
IOT
Samsara Inc. 5.19%
RBLX
Roblox Corporation 5.07%
RPRX
Royalty Pharma plc 4.60%
CVNA
Carvana Co. 4.07%
ADYEN.AS
Adyen N.V. 3.53%

Sector Weightings

Recent News: MSKLX

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Research Reports: MSKLX

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