Morgan Stanley Insight Fund Class IR (MBIRX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
49.04
-1.56 (-3.08%)
Feb 25, 2025, 2:27 PM EST
41.20% (1Y)
| Fund Assets | 2.03B |
| Expense Ratio | 0.85% |
| Min. Investment | $10,000,000 |
| Turnover | n/a |
| Dividend (ttm) | 0.32 |
| Dividend Yield | 0.76% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 11, 2024 |
| Previous Close | 50.60 |
| YTD Return | 0.76% |
| 1-Year Return | 42.08% |
| 5-Year Return | 90.72% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 44 |
| Inception Date | Jul 15, 2019 |
About MBIRX
MBIRX was founded on 2019-07-15. The Fund's investment strategy focuses on Mid-Cap with 0.73% total expense ratio. The minimum amount to invest in Morgan Stanley Insight Fund; Class IR Shares is $10,000,000 on a standard taxable account. Morgan Stanley Insight Fund; Class IR Shares seeks long-term capital appreciation. Under normal circumstances, the Funds assets will be invested primarily in a portfolio of common stocks of companies with market capitalizations, at the time of purchase, within the capitalization range of the companies comprising the Russell 3000 Growth Index.
Category Large Growth
Performance Rating Low
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol MBIRX
Share Class Class Ir
Index Russell 3000 Growth TR
Performance
MBIRX had a total return of 42.08% in the past year. Since the fund's inception, the average annual return has been 9.73%, including dividends.
Top 10 Holdings
59.53% of assets| Name | Symbol | Weight |
|---|---|---|
| Tesla, Inc. | TSLA | 8.11% |
| Cloudflare, Inc. | NET | 7.34% |
| DoorDash, Inc. | DASH | 6.68% |
| Affirm Holdings, Inc. | AFRM | 6.22% |
| Shopify Inc. | SHOP | 6.11% |
| The Trade Desk, Inc. | TTD | 5.29% |
| Samsara Inc. | IOT | 5.04% |
| MercadoLibre, Inc. | MELI | 4.96% |
| Global-E Online Ltd. | GLBE | 4.91% |
| Roblox Corporation | RBLX | 4.88% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 11, 2024 | $0.32485 | Dec 11, 2024 |
| Dec 12, 2022 | $8.95838 | Dec 12, 2022 |
| Dec 13, 2021 | $9.87065 | Dec 13, 2021 |
| Dec 14, 2020 | $7.32385 | Dec 14, 2020 |
| Dec 13, 2019 | $2.84389 | Dec 13, 2019 |