Morgan Stanley Insight Fund (MBIRX)
| Fund Assets | 1.49B |
| Expense Ratio | 0.85% |
| Min. Investment | $10,000,000 |
| Turnover | 44.00% |
| Dividend (ttm) | 0.32 |
| Dividend Yield | 0.55% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 11, 2024 |
| Previous Close | 56.67 |
| YTD Return | 20.79% |
| 1-Year Return | 68.73% |
| 5-Year Return | 18.43% |
| 52-Week Low | 33.93 |
| 52-Week High | 59.69 |
| Beta (5Y) | n/a |
| Holdings | 40 |
| Inception Date | Jul 15, 2019 |
About MBIRX
Morgan Stanley Insight Fund Class IR is an actively managed mutual fund designed to achieve long-term capital appreciation. This fund primarily invests in a concentrated portfolio of common stocks from established and emerging U.S. companies, favoring those with sustainable competitive advantages, robust business visibility, the ability to reinvest capital at high rates of return, and strong balance sheets. The fund targets firms across various sectors, with a notable emphasis on information technology, consumer discretionary, and healthcare, reflecting a growth-oriented strategy. Categorized as a Large Growth fund, it aligns its stock selection with the market capitalization range found in the Russell 3000 Growth Index. The Insight Fund is managed by a seasoned investment team at Morgan Stanley, leveraging bottom-up fundamental analysis to identify opportunities within dynamic and innovative industries. With a high minimum investment and a focus on capital appreciation over current income or dividend yield, this fund appeals primarily to institutional investors seeking exposure to growth equities within the U.S. market landscape.
Performance
MBIRX had a total return of 68.73% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.27%.
Top 10 Holdings
61.18% of assets| Name | Symbol | Weight |
|---|---|---|
| Cloudflare, Inc. | NET | 12.37% |
| Strategy Inc | MSTR | 6.42% |
| Affirm Holdings, Inc. | AFRM | 6.41% |
| Tesla, Inc. | TSLA | 5.91% |
| Roblox Corporation | RBLX | 5.69% |
| AppLovin Corporation | APP | 5.20% |
| IonQ, Inc. | IONQ | 4.91% |
| DoorDash, Inc. | DASH | 4.83% |
| MercadoLibre, Inc. | MELI | 4.74% |
| Shopify Inc. | SHOP | 4.69% |
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 |