Morgan Stanley Insight R6 (MCRTX)

Fund Assets	1.12B
Expense Ratio	0.787%
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	57.83
YTD Return	-3.37%
1-Year Return	-13.29%
5-Year Return	-12.97%
52-Week Low	47.65
52-Week High	65.01
Beta (5Y)	1.06
Holdings	43
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.

• Fund Family: Morgan Stanley
• Category: Multi-Cap 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 -13.29% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.48%.

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	0.89%
CPOAX	A	1.16%
CPOCX	L	1.67%

Top 10 Holdings

65.00% of assets

Name	Symbol	Weight
Cloudflare, Inc.	NET	13.23%
Royalty Pharma plc	RPRX	7.82%
Tesla, Inc.	TSLA	7.64%
Affirm Holdings, Inc.	AFRM	6.47%
IonQ, Inc.	IONQ	5.70%
AppLovin Corporation	APP	5.07%
Opendoor Technologies Inc.	OPEN	4.89%
Space Exploration Technologies Corp.	SPCX	4.87%
Aurora Innovation, Inc.	AUR	4.73%
Roivant Sciences Ltd.	ROIV	4.59%

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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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