Morgan Stanley Institutional Global Discovery Portfolio Class A (MGDPX)

Net Asset Value
1 Day
Overall Morningstar Rating
World stock
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing primarily in established and emerging franchise companies located throughout the world, with capitalizations within the range of companies included in the MSCI All Country World Index. It may invest up to 100% of the fund's net assets in foreign securities, which may include emerging market securities. Under normal market conditions, the fund typically invests at least 40% of its assets in the securities of issuers located outside of the United States. It is non-diversified.


1 month-1.59% 3 years+18.03%
3 months+0.74% 5 years--
1 year+0.59% Since inception+13.37%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return--+9.54%
Expense ratio3.87%1.40%
Risk 5 year sharpe ratio--0.69
Net assets$9.6M$1.3B
Average market cap$3.9B$41.2B
Average P/E16.417.8
Portfolio turnover100%100%

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Fund Management and Purchase Info

Fund familyMorgan Stanley
Fund manager & tenureBurak Alici / 4 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


International stock65.44%
U.S. stock18.63%
Fixed income6.31%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- Christian Dior SA10.29%
-- Intuitive Surgical Inc Jan16 300 Call7.11%
-- Royal Philips NV6.53%
-- Eurazeo Ord4.97%
-- Tamburi Investment Partners SPA4.77%
-- L'Occitane International SA ADR4.64%
-- Edenred SA4.39%
PGR Progressive Corp4.33%
SLH Solera Holdings Inc4.11%
-- Just Eat PLC3.79%

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