• Morgan Stanley Insight Fund

Morgan Stanley
US, Multi-Cap Growth

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Morgan Stanley Insight Fund

MCRTX

Summary

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The investment process is designed to highlight companies in the benchmark index with attractive growth prospects.

The process focuses on established and emerging companies to identify potential investment opportunities.

Next, the research process is driven by fundamental analysis of one stock at a time. The research team focuses on high-quality companies that exhibit durable competitive advantages and the ability to redeploy capital at high rates of return.

The team favors companies with increasing returns on invested capital, More

Strategy Process Research Risk Philosophy

Price

Last Close

$104.95 ( +1.54 )

52 Week HL

$112.55 - $73.74

Net Assets

$8100 M

Expense Ratio

Sector Allocation

Feb 26, 2021

Top 10 Holdings

Feb 26, 2021

Company Name

  • Amazon.com Inc
  • Colliers International
  • Shopify Inc
  • Zoom Video
  • Uber Technologies

Holding

  • 5.92
  • 4.90
  • 4.85
  • 4.82
  • 4.64

Company Name

  • Spotify Technology
  • Snap Inc
  • Veeva Systems
  • Skillz Inc
  • Twilio Inc
  • Total

Holding

  • 4.60
  • 3.97
  • 3.68
  • 3.60
  • 3.57
  • 44.55%

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

12.4 %

3 Year

182.15%

5 Year

347.87%

Best

101%
2020

Worst

-3.4%
2016

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -0.4% -4.1% 25.4% 8% 15.4% -6.9% 4.5% 0.1% - - -
Q2 12.9% 59.4% 8.8% 16.1% 11.1% 2% 2.6% 1.4% -100% - -
Q3 - 22.7% -11.2% 8.5% 4.9% 10.3% -6.2% 1% 3% - -
Q4 - 7.2% 2.7% -15.1% 10.4% -7.7% 7.8% 2.6% 14.4% - -

Returns +
Monthly

J F M A M J J A S O N D
2021 3.3% 6.4% -9.5% 5% -3.4% 11.4% -2.6% 1.4% 1.2% - - -
2020 6.3% 0.3% -10.1% 21.5% 14.2% 14.9% 12.2% 8.4% 0.9% -3.9% 19.6% -6.8%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    20%37%34%-3%28%6%4%11%32%13%1%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
MCRTX 12%101%25%12%49%-3%8%5%---
Russell 3000 20%37%34%-3%28%6%4%11%32%13%1%
Alpha -8%64%-9%16%21%-9%5%-6%---

MCRTX Russell 3000

Chart +