MEGIX Mutual Fund

MEGIX Mutual Fund (MSVIF Growth Portfolio Class I) is managed by Morgan Stanley Investment Management. MEGIX expense ratio is 0.57%, holding 37 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 1997-01-02.

MEGIX performance shows a YTD return of -9.93%. The 1-year return is -9.38% and the 5-year return is -1.25%. MEGIX dividend yield stands at 12.65%, paid annually.

MEGIX top holdings include Cloudflare Inc (180 Day Lockup) (13.4%), Tesla Motors Inc (9.2%), Royalty Pharma Plc Cl A (7.7%), Affirm Holdings Inc Class A (7.0%), AppLovin Corp. Com Cl A (6.2%). Go to all MEGIX holdings, MEGIX sectors, or MEGIX dividends.

MEGIX can be compared against other funds. Use MEGIX overlap to find shared positions, or MEGIX vs another fund for a side-by-side view. MEGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.