MBIRX:NASDAQ
Morgan Stanley Insight Fund Class IR – MBIRX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 53.27 | -0.47 (-0.87%) | 31.08 - 57.05 | 0.0 |
Market data as of 12:00AM 06/13/25. Quotes are delayed by at least 15 min.
Overview - MBIRX
The investment seeks long-term capital appreciation.
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.
Growth of $10,000 (10 Years)
| Total Return | 10.67% |
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| Yield (Trailing 12 Mo.) | 0.62% |
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| Expense Ratio | 14.61% |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $10,000,000 |
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| Management Tenure | 23 Years |
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| Fund Inception | 07/12/2019 |
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Trailing Total Returns - MBIRX
as of 05/31/2025
| Timeframe | MBIRX | S&P 500 | Large Growth |
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| 1 Month | 11.27% | 6.29% | 8.58% |
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| 3 Month | 7.41% | -0.37% | 1.45% |
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| Year-to-Date | 8.16% | 1.06% | 0.95% |
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| 1 Year | 68.20% | 13.52% | 16.18% |
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| 3 Year | 25.66% | 14.41% | 17.41% |
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| 5 Year | 6.80% | 15.94% | 14.37% |
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| 10 Year | 15.40% | 12.86% | 13.50% |
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| Since Inception | 10.67% | 11.06% | -- |
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Sector Allocation - MBIRX
as of 05/31/2025
| Basic Materials | | 0.00% |
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| Consumer Cyclical | | 17.55% |
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| Financial Services | | 1.06% |
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| Real Estate | | 0.00% |
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| Consumer Defensive | | 0.00% |
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| Healthcare | | 11.46% |
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| Utilities | | 0.00% |
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| Communication Services | | 11.04% |
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| Energy | | 2.93% |
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| Industrials | | 2.77% |
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| Technology | | 53.19% |
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Asset Allocation - MBIRX
as of 05/31/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | 0.00 | | | 79.08 | 79.08 |
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| Bond | 0.00 | | | 0.00 | 0.00 |
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| Other | 0.00 | | | 6.62 | 6.62 |
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| Foreign Stock | 0.00 | | | 12.33 | 12.33 |
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| Foreign Bond | 0.00 | | | 0.00 | 0.00 |
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| Total | 0.00 | | | 98.03 | 98.03 |
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| Cash | 0.21 | | | 2.11 | 1.90 |
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| Total Net Assets | $1.40B |
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| Total Stock Holdings | 26 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - MBIRX
as of 05/31/2025
Valuation & Growth - MBIRX
as of 05/31/2025
| Valuation | MBIRX | Category Range |
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| Price/Earnings | -- | |
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| Price/Book | 6.29 | |
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| Price/Sales | 4.37 | |
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| Price/Cash Flow | 24.41 | |
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| Dividend Yield | 0.16 | |
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| LT Earnings | 9.38 | |
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| Historical Earnings | | |
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| Sales Growth | -12.83 | |
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| Cash-Flow Growth | 9.08 | |
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| Book-Value Growth | 1.42 | |
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