Nasdaq - Delayed Quote USD

Morgan Stanley Inst Discovery I (MPEGX)

22.67
+0.57
+(2.58%)
As of 8:09:21 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.46%
5y Average Return 5.43%
Number of Years Up 24
Number of Years Down 10
Best 1Y Total Return (May 7, 2025) 142.56%
Worst 1Y Total Return (May 7, 2025) --
Best 3Y Total Return 142.56%
Worst 3Y Total Return -22.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MPEGX
Category
YTD
-0.09%
10.80%
1-Month
7.70%
4.43%
3-Month
-8.18%
7.00%
1-Year
47.30%
48.17%
3-Year
11.37%
21.26%
5-Year
7.02%
20.18%
10-Year
10.86%
14.07%
Last Bull Market
55.91%
27.14%
Last Bear Market
-41.72%
-21.26%

Annual Total Return (%) History

Year
MPEGX
Category
2025
--
--
2024
42.38%
--
2023
46.66%
--
2022
-63.39%
--
2021
-11.92%
--
2020
142.56%
39.26%
2019
39.80%
32.52%
2018
12.14%
-6.65%

2017
39.35%
23.91%
2016
-13.40%
6.03%
2015
-5.86%
-0.95%
2014
1.33%
7.00%
2013
38.35%
34.93%
2012
9.49%
14.07%
2011
-6.89%
-3.96%
2010
32.94%
24.61%
2009
60.19%
39.11%
2008
-47.22%
-43.77%
2007
22.87%
15.09%
2006
10.14%
9.00%
2005
18.38%
9.84%
2004
22.02%
13.23%
2003
42.47%
35.96%
2002
-30.77%
-27.24%
2001
-29.61%
-19.98%
2000
-7.34%
-4.78%
1999
68.18%
60.49%
1998
37.35%
18.76%
1997
33.13%
17.98%
1996
18.79%
18.11%
1995
36.25%
34.57%
1994
-5.39%
-1.85%
1993
18.23%
13.88%
1992
2.87%
7.07%
1991
59.51%
49.71%
1990
--
-5.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.23% -- -- --
2024 7.66% -6.68% 15.24% 22.98%
2023 16.75% 11.19% -7.61% 22.28%
2022 -28.31% -41.72% 2.29% -14.34%
2021 -2.17% 9.79% -9.54% -9.34%
2020 -6.15% 69.78% 24.97% 21.82%
2019 26.48% 12.78% -9.37% 8.15%
2018 8.38% 12.94% 13.11% -19.00%
2017 12.52% 13.21% 2.43% 6.79%
2016 -9.56% 2.23% 5.22% -10.98%

2015 2.97% -0.49% -10.79% 2.99%
2014 0.09% 0.11% -1.48% 2.64%
2013 9.21% 5.22% 10.82% 8.64%
2012 17.62% -9.30% 0.60% 2.02%
2011 8.22% 3.04% -19.21% 3.35%
2010 6.57% -4.86% 17.58% 11.52%
2009 -1.25% 26.71% 22.49% 4.51%
2008 -12.21% 3.52% -20.80% -26.68%
2007 3.01% 9.26% 9.78% -0.55%
2006 9.09% -4.94% -2.25% 8.65%
2005 -2.33% 5.70% 8.58% 5.61%
2004 5.52% 2.81% -0.80% 13.39%
2003 1.32% 17.48% 7.23% 11.61%
2002 -4.30% -15.15% -17.78% 3.69%
2001 -24.69% 9.53% -27.63% 17.91%
2000 13.34% -6.80% 6.45% -17.60%
1999 6.47% 13.38% 0.08% 39.21%
1998 20.72% 3.50% -19.14% 35.95%
1997 -9.29% 20.63% 20.41% 1.06%
1996 11.49% 8.33% 1.23% -2.85%
1995 5.63% 8.10% 13.28% 5.34%
1994 -5.81% -8.61% 8.89% 0.94%
1993 -1.73% 2.83% 13.38% 3.20%
1992 -6.19% -6.59% 0.42% 16.91%
1991 20.93% 1.54% 11.09% 16.92%
1990 12.20% -19.73% 21.78% --

Rank in Category (By Total Return)

YTD 3
1-Month 1
3-Month 11
1-Year 2
3-Year 9
5-Year 77

Load Adjusted Returns

1-Year 47.30%
3-Year 11.37%
5-Year 7.02%
10-Year 10.86%

Performance & Risk

YTD Return 2.46%
5y Average Return 5.43%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.43
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Morgan Stanley
Net Assets 1B
YTD Return -0.09%
Yield 0.00%
Morningstar Rating
Inception Date Mar 30, 1990

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 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.

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