Morgan Stanley Inst Discovery Portfolio;I

Frequently Asked Questions About MPEGX

What does MPEGX invest in?

This fund aims to achieve substantial long-term capital appreciation. Its advisor primarily allocates investments to both established and emerging companies whose market capitalizations align with those found within the Russell Midcap® Growth Index. The investment strategy prioritizes identifying distinctive businesses that are believed to possess durable competitive advantages, clear operational transparency, a strong ability to deploy capital efficiently for high returns, robust financial health, and a favorable balance of risk and potential reward.

What is the expense ratio of MPEGX?

Morgan Stanley Inst Discovery Portfolio;I (MPEGX) charges an expense ratio of 0.75%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MPEGX?

Morgan Stanley Inst Discovery Portfolio;I (MPEGX) manages $1.23B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is MPEGX actively managed or an index fund?

MPEGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was MPEGX launched?

Morgan Stanley Inst Discovery Portfolio;I (MPEGX) launched in March 1990 and is managed by Morgan Stanley.

How has MPEGX performed?

MPEGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.