Morgan Stanley Institutional Fund Trust Discovery Portfolio
Shareclass
Morgan Stanley Inst Discovery A (MACGX)
Type
Open-end mutual fund
Manager
Gender equality score
41
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,166 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
14/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Morgan Stanley Institutional Fund Trust Discovery Portfolio MACGX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Affirm Holdings Inc Ordinary Shares - Class A6.27% of assets$66.57M invested
- 2. Doximity Inc Class A0.24% of assets$2.59M invested
- 3. Cloudflare Inc8.56% of assets$90.89M invested
- 4. Adyen NV2.66% of assets$28.27M invested
- 5. DoorDash Inc Ordinary Shares - Class A6.74% of assets$71.61M invested
- 6. Alnylam Pharmaceuticals Inc0.2% of assets$2.14M invested
- 7. Agilon Health Inc0.75% of assets$7.97M invested
- 8. Royalty Pharma PLC Class A3.46% of assets$36.77M invested
- 9. Intellia Therapeutics Inc0.2% of assets$2.16M invested
- 10. Rivian Automotive Inc Class A0.27% of assets$2.87M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Chewy Inc0.57% of assets$6.02M invested
- 2. Carvana Co Class A4.67% of assets$49.57M invested
- 3. Roblox Corp Ordinary Shares - Class A5.62% of assets$59.68M invested
- 4. MicroStrategy Inc Class A2.28% of assets$24.2M invested
- 5. Palantir Technologies Inc Ordinary Shares - Class A0.05% of assets$517,460 invested
- 6. Aurora Innovation Inc Class A4.49% of assets$47.71M invested
- 7. Snowflake Inc Ordinary Shares - Class A2.53% of assets$26.82M invested
- 8. Core & Main Inc Class A4.44% of assets$47.2M invested
- 9. The Trade Desk Inc Class A6.31% of assets$66.98M invested
- 10. BILL Holdings Inc Ordinary Shares2.66% of assets$28.26M invested
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Financial performance
Performance data provided by
Find more financial data on MACGX at Morningstar.com
Find more financial data on MACGX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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More from Invest Your Values
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