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Morgan Stanley Insight Fund (MCRTX)
At close: 8:05 AM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 22.26% |
| 5y Average Return | 10.16% |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 5, 2024) | 116.75% |
| Worst 1Y Total Return (Nov 5, 2024) | -- |
| Best 3Y Total Return | 116.75% |
| Worst 3Y Total Return | -17.77% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MCRTX
Category
- YTD
- 22.23%
- 12.38%
- 1-Month
- 7.13%
- 5.09%
- 3-Month
- 20.74%
- 10.28%
- 1-Year
- 61.87%
- 41.70%
- 3-Year
- -14.99%
- 22.56%
- 5-Year
- 9.84%
- 21.98%
- 10-Year
- 13.03%
- 15.99%
- Last Bull Market
- 41.48%
- 25.99%
- Last Bear Market
- -41.45%
- -17.29%
Annual Total Return (%) History
Year
MCRTX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.84% | -7.25% | 15.14% | -- |
| 2023 | 19.06% | 12.98% | -6.14% | 21.35% |
| 2022 | -26.96% | -41.45% | 3.68% | -12.68% |
| 2021 | -0.43% | 12.92% | -7.48% | -9.86% |
| 2020 | -4.13% | 59.40% | 22.74% | 15.57% |
| 2019 | 25.35% | 9.12% | -10.83% | 9.24% |
| 2018 | 8.02% | 12.93% | 9.62% | -15.87% |
| 2017 | 15.40% | 11.14% | 4.87% | 10.29% |
| 2016 | -6.93% | 2.00% | 10.26% | -7.82% |
| 2015 | 4.47% | 2.61% | -6.21% | 7.78% |
| 2014 | 0.12% | 1.40% | 1.03% | 2.67% |
| 2013 | 13.91% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 49 |
| 1-Month | 1 |
| 3-Month | 1 |
| 1-Year | 1 |
| 3-Year | 100 |
| 5-Year | 96 |
Load Adjusted Returns
| 1-Year | 61.87% |
| 3-Year | -14.99% |
| 5-Year | 9.84% |
| 10-Year | 13.03% |
Performance & Risk
| YTD Return | 22.26% |
| 5y Average Return | 10.16% |
| Rank in Category (ytd) | 49 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.43 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Morgan Stanley |
| Net Assets | 1.25B |
| YTD Return | 22.23% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Apr 30, 2015 |
Fund Summary
Under normal circumstances, the fund's 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. The Adviser seeks long-term capital appreciation by investing primarily in established and emerging companies. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis.
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