Morgan Stanley Insight Fund Class R6 (MCRTX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
56.77
+0.71 (1.27%)
Feb 14, 2025, 4:00 PM EST
70.17%
Fund Assets 968.67M
Expense Ratio 0.80%
Min. Investment $10,000,000
Turnover n/a
Dividend (ttm) 0.32
Dividend Yield 0.57%
Dividend Growth n/a
Payout Frequency Annual
Ex-Dividend Date Dec 11, 2024
Previous Close 56.06
YTD Return 17.22%
1-Year Return 71.24%
5-Year Return 82.56%
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 46
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 71.24% in the past year. Since the fund's inception, the average annual return has been 16.93%, including dividends.

Other Share Classes

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

Symbol Share Class Expense Ratio
MBIRX Class Ir 0.85%
CPODX I 0.92%
CPOAX A 1.15%
CPOCX L 1.64%

Top 10 Holdings

57.73% of assets
Name Symbol Weight
DoorDash, Inc. DASH 7.03%
Cloudflare, Inc. NET 6.82%
Tesla, Inc. TSLA 6.50%
The Trade Desk, Inc. TTD 6.11%
Affirm Holdings, Inc. AFRM 6.01%
Shopify Inc. SHOP 5.70%
Samsara Inc. IOT 5.21%
MicroStrategy Incorporated MSTR 5.05%
Global-E Online Ltd. GLBE 4.75%
Roblox Corporation RBLX 4.55%
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
Jun 21, 2019 $0.12815 Jun 21, 2019
Full Dividend History