Morgan Stanley Insight IR (MBIRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

57.66

-0.46 (-0.79%)

At close: Aug 26, 2026

-1.25% (1Y)

Fund Assets	1.09B
Expense Ratio	0.85%
Min. Investment	$10,000,000
Turnover	48.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	58.12
YTD Return	-0.71%
1-Year Return	-1.25%
5-Year Return	-13.53%
52-Week Low	47.88
52-Week High	66.73
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.

Fund Family Morgan Stanley

Category Large Growth

Performance Rating Below Average

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 -1.25% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.14%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MCRTX	Class R6	0.82%
CPODX	I	0.89%
CPOAX	A	1.16%
CPOCX	L	1.67%

Top 10 Holdings

64.73% of assets

Name	Symbol	Weight
Cloudflare, Inc.	NET	13.20%
Royalty Pharma plc	RPRX	7.80%
Tesla, Inc.	TSLA	7.62%
Affirm Holdings, Inc.	AFRM	6.45%
IonQ, Inc.	IONQ	5.68%
AppLovin Corporation	APP	5.06%
Space Exploration Technologies Corp.	SPCX	4.86%
Opendoor Technologies Inc.	OPEN	4.75%
Aurora Innovation, Inc.	AUR	4.72%
Roivant Sciences Ltd.	ROIV	4.58%

View More Holdings

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

Full Dividend History