Morgan Stanley Insight Fund Class R6 (MCRTX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
44.82
-0.69 (-1.52%)
Mar 7, 2025, 4:00 PM EST
28.79% (1Y)
| Fund Assets | 968.67M |
| Expense Ratio | 0.80% |
| Min. Investment | $10,000,000 |
| Turnover | n/a |
| Dividend (ttm) | 0.32 |
| Dividend Yield | 0.76% |
| Dividend Growth | n/a |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 11, 2024 |
| Previous Close | 45.51 |
| YTD Return | -7.45% |
| 1-Year Return | 29.60% |
| 5-Year Return | 64.84% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 44 |
| Inception Date | Sep 13, 2013 |
About MCRTX
MCRTX was founded on 2013-09-13. 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 IS Shares is $10,000,000 on a standard taxable account. Morgan Stanley Insight Fund; Class IS 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 MCRTX
Share Class Class R6
Index Russell 3000 Growth TR
Performance
MCRTX had a total return of 29.60% in the past year. Since the fund's inception, the average annual return has been 14.44%, 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 |
| Jun 21, 2019 | $0.12815 | Jun 21, 2019 |