Mutual Funds - Profile

Morgan Stanley Insight Fund

US > Multi-Cap > Growth

Rank

Universe Rank

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

Price

  • Last Close
  • $94.38
    -1.08
  • 52 Week HL
  • $111.96 - $76.09
  • Net Assets
  • $8100 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 26, 2021

Top 10 Holdings
Feb 26, 2021

Company Holding
Amazon.com Inc 5.92
Colliers International 4.90
Shopify Inc 4.85
Zoom Video 4.82
Uber Technologies 4.64
Company Holding
Spotify Technology 4.60
Snap Inc 3.97
Veeva Systems 3.68
Skillz Inc 3.60
Twilio Inc 3.57
Total 44.55%

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
5.2 % YTD

  • 3 Year
  • 144.54%
  • 5 Year
  • 318.07%
  • Best
  • 125.91%
    1999
  • Worst
  • -48.52%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CPODX 17%37%34%-3%28%6%4%11%32%13%1%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -0.5% -4.2% 25.3% 8% 15.4% -7% 4.4% 0.1% 6.9% 20.6% -
Q2 12.9% 59.4% 8.8% 16.1% 11.1% 2% 2.6% 1.4% 5.6% -9.1% -
Q3 -0.1% 22.7% -11.3% 8.5% 4.9% 10.3% -6.2% 1% 15.9% 2.1% -
Q4 4.3% 7.1% 2.9% -15.1% 10.4% -7.7% 7.8% 2.6% 14% 0.5% -

Returns +
M

J F M A M J J A S O N D
2021 3.3% 6.4% -9.5% 5% -3.4% 11.3% -2.6% 1.4% 1.2% -6.3% - -
2020 6.3% 0.3% -10.2% 21.5% 14.2% 14.9% 12.2% 8.4% 0.9% -3.9% 19.6% -6.9%

Annual Return

Index Comparison

Alpha

NAV