Morgan Stanley Insight C (MSCMX)
| Fund Assets | 1.49B |
| Expense Ratio | 1.92% |
| Min. Investment | $1,000 |
| Turnover | 44.00% |
| Dividend (ttm) | 0.21 |
| Dividend Yield | 1.21% |
| Dividend Growth | n/a |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 11, 2024 |
| Previous Close | 16.82 |
| YTD Return | 19.95% |
| 1-Year Return | 66.91% |
| 5-Year Return | -21.60% |
| 52-Week Low | 10.24 |
| 52-Week High | 17.72 |
| Beta (5Y) | n/a |
| Holdings | 40 |
| Inception Date | Apr 30, 2015 |
About MSCMX
Morgan Stanley Insight Fund Class C is an actively managed mutual fund designed to provide long-term capital appreciation. The fund primarily invests in a concentrated portfolio of established and emerging companies within the United States that are believed to possess sustainable competitive advantages, strong business visibility, and the capacity to generate high returns on capital. By emphasizing a bottom-up stock selection approach, the fund targets firms with robust balance sheets and attractive risk/reward profiles. Operating within the large growth category, it typically focuses on companies across various growth sectors, capitalizing on innovation and market leadership. The fund’s management team brings decades of industry experience, seeking to outperform the broader market benchmark, notably the Russell 3000 Growth Index. Morgan Stanley Insight Fund Class C plays a significant role in the financial market by offering investors exposure to dynamic growth opportunities in the U.S. equity landscape, aiming to meet the evolving needs of investors looking for participation in long-term growth trends.
Performance
MSCMX had a total return of 66.91% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.93%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
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 | $0.21054 | Dec 11, 2024 |
| Dec 12, 2022 | $8.95838 | Dec 12, 2022 |
| Dec 13, 2021 | $9.82556 | 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 |