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Morgan Stanley Inst Discovery A (MACGX)
16.28
+0.38
(+2.39%)
At close: November 6 at 8:09:03 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.87% |
|---|---|
| 5y Average Return | -7.27% |
| Number of Years Up | 19 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Nov 6, 2026) | 141.85% |
| Worst 1Y Total Return (Nov 6, 2026) | -- |
| Best 3Y Total Return | 141.85% |
| Worst 3Y Total Return | -22.32% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MACGX
Category
- YTD
- -3.01%
- 10.80%
- 1-Month
- -4.85%
- 4.43%
- 3-Month
- -0.92%
- 7.00%
- 1-Year
- -12.27%
- 48.17%
- 3-Year
- 28.07%
- 21.26%
- 5-Year
- -7.39%
- 20.18%
- 10-Year
- 13.79%
- 14.07%
- Last Bull Market
- 6.52%
- 27.14%
- Last Bear Market
- -41.73%
- -21.26%
Annual Total Return (%) History
Year
MACGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-11.39% | 15.51% | -0.41% | -- |
|
2025
|
-7.27% | 30.60% | 3.57% | -9.34% |
|
2024
|
7.69% | -6.78% | 15.13% | 22.91% |
|
2023
|
16.81% | 11.10% | -7.68% | 22.12% |
|
2022
|
-28.38% | -41.73% | 2.24% | -14.49% |
|
2021
|
-2.23% | 9.73% | -9.62% | -9.43% |
|
2020
|
-6.24% | 69.69% | 24.87% | 21.74% |
|
2019
|
26.42% | 12.73% | -9.49% | 8.16% |
|
2018
|
8.27% | 12.88% | 13.02% | -19.06% |
|
2017
|
12.42% | 13.14% | 2.36% | 6.69% |
Rank in Category (By Total Return)
| YTD | 82 |
| 1-Month | 77 |
|---|---|
| 3-Month | 30 |
| 1-Year | 96 |
| 3-Year | 6 |
| 5-Year | 99 |
Load Adjusted Returns
| 1-Year | -16.87% |
| 3-Year | 25.79% |
|---|---|
| 5-Year | -8.39% |
| 10-Year | 13.18% |
Performance & Risk
| YTD Return | -1.87% |
| 5y Average Return | -7.27% |
| Rank in Category (ytd) | 82 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.70 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Morgan Stanley |
| Net Assets | 680.59M |
| YTD Return | -3.01% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 31, 1997 |
Fund Summary
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 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.
