Morgan Stanley Insight Fund (MCRTX)
| Fund Assets | 1.49B |
| Expense Ratio | 0.80% |
| Min. Investment | $10,000,000 |
| Turnover | 44.00% |
| Dividend (ttm) | 0.32 |
| Dividend Yield | 0.56% |
| Dividend Growth | n/a |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 11, 2024 |
| Previous Close | 56.40 |
| YTD Return | 20.79% |
| 1-Year Return | 68.72% |
| 5-Year Return | 18.35% |
| 52-Week Low | 33.77 |
| 52-Week High | 59.41 |
| Beta (5Y) | n/a |
| Holdings | 40 |
| Inception Date | Sep 13, 2013 |
About MCRTX
Morgan Stanley Insight Fund is an actively managed mutual fund focused on achieving long-term capital appreciation through investments in U.S.-based established and emerging companies. The fund targets businesses believed to possess sustainable competitive advantages, strong balance sheets, and attractive growth profiles. Its investment process emphasizes identifying companies with above-average business visibility and the ability to deploy capital at high rates of return. The fund mainly allocates assets to large- and mid-cap growth stocks, particularly within the technology, consumer cyclical, and communication services sectors. The portfolio is concentrated, typically holding a relatively small number of positions, with a significant percentage of assets invested in its top holdings. Managed by an experienced team under Morgan Stanley’s Counterpoint Global group, the Insight Fund exhibits a high active share, reflecting its differentiated approach compared to broad market benchmarks like the Russell 3000 Growth Index. The fund is recognized for its dynamic, research-driven investment strategy that incorporates both fundamental analysis and an awareness of disruptive themes and innovation across industries. Designed for investors seeking exposure to high-growth U.S. equities, Morgan Stanley Insight Fund plays a prominent role in the large growth mutual fund category, serving institutions and retirement plans with a focus on long-term wealth creation.
Performance
MCRTX had a total return of 68.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.43%.
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 |
| Jun 21, 2019 | $0.12815 | Jun 21, 2019 |