Morgan Stanley Institutional Fund Trust Discovery Portfolio
Shareclass
Morgan Stanley Inst Discovery I (MPEGX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Morgan Stanley Institutional Fund Trust Discovery Portfolio
FUND COVERAGE
# of holdings25
% of assets81%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
18 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 30
Gender Equality: Policies Promoting Gender Equality
13 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Affirm Holdings Inc Ordinary Shares - Class A6.12%$76.41M
- 2. Alnylam Pharmaceuticals Inc0.23%$2.89M
- 3. Cloudflare Inc12%$148.34M
- 4. DexCom Inc0.48%$6.02M
- 5. Toast Inc Class A0.24%$3.03M
- 6. argenx SE ADR0.19%$2.42M
- 7. Royalty Pharma PLC Class A4.6%$57.43M
- 8. Samsara Inc Ordinary Shares - Class A3.26%$40.62M
- 9. Rivian Automotive Inc Class A0.23%$2.9M
- 10. Peloton Interactive Inc0.9%$11.29M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. IonQ Inc Class A4.86%$60.66M
- 2. Carvana Co Class A3.43%$42.74M
- 3. Chewy Inc0.93%$11.57M
- 4. QXO Inc6.14%$76.65M
- 5. Roblox Corp Ordinary Shares - Class A5.66%$70.61M
- 6. Strategy Class A5.69%$70.96M
- 7. Celsius Holdings Inc0.53%$6.64M
- 8. Aurora Innovation Inc Class A3.35%$41.75M
- 9. Core & Main Inc Class A4.91%$61.2M
- 10. Global E Online Ltd3.5%$43.61M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Morgan Stanley Institutional Fund Trust Discovery Portfolio
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
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 MPEGX
Environment
Social
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