MEGTX Mutual Fund

MEGTX Mutual Fund (MSVIF Growth Portfolio Class II) is managed by Morgan Stanley Investment Management. MEGTX expense ratio is 0.82%, holding 35 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2003-05-05.

MEGTX performance shows a YTD return of -10.04%. The 1-year return is -9.59% and the 5-year return is -1.49%. MEGTX dividend yield stands at 17.44%, paid annually.

MEGTX top holdings include Cloudflare Inc (180 Day Lockup) (12.2%), Tesla Inc (9.8%), Applovin Corp Cl A (8.3%), Affirm Holdings Inc Class A (7.5%), Royalty Pharma 3.55 09/02/2050 (5.7%). Go to all MEGTX holdings, MEGTX sectors, or MEGTX dividends.

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