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Morgan Stanley Inst Discovery R6 (MMCGX)

26.70 +1.00 (+3.89%)
At close: 8:07:06 AM EDT
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  • Previous Close 25.70
  • YTD Return 4.16%
  • Expense Ratio 0.63%
  • Category Mid-Cap Growth
  • Last Cap Gain -109.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Net Assets 766.49M
  • Beta (5Y Monthly) 1.66
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 88.00%
  • Last Dividend 0.15
  • 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 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.

Morgan Stanley

Fund Family

Mid-Cap Growth

Fund Category

766.49M

Net Assets

1997-01-31

Inception Date

Performance Overview

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Trailing returns as of 9/1/2026. Category is Mid-Cap Growth.

YTD Return

MMCGX
4.16%
Category
10.80%

1-Year Return

MMCGX
5.19%
Category
48.17%

3-Year Return

MMCGX
25.20%
Category
21.26%

5-Year Return

MMCGX
4.73%
Category
20.18%

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Holdings

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Top 9 Holdings (61.45% of Total Assets)

Symbol Company % Assets
Cloudflare, Inc. 13.86%
Royalty Pharma plc 9.27%
Affirm Holdings, Inc. 7.44%
Aurora Innovation, Inc. 7.09%
IonQ, Inc. 6.01%
Roivant Sciences Ltd. 5.47%
QXO, Inc. 4.57%
Roblox Corporation 4.13%
Opendoor Technologies Inc. 3.62%

Sector Weightings

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