Address And Details

1585 Broadway , New York, NY 10036
Fund Manager Team Managed
Manager Tenure

Strategy And Objective

Morgan Stanley Insight Fund (the “Fund”) 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, which as of December 31, 2019 was between $11.2 million and $1,304.1 billion. 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.

Net Asset Value

as of 5:36 PM ET 09/17/2021

Performance

  • 1 Week
  • +0.88%
  • 1 Month
  • +3.54%
  • 3 Months
  • +4.32%
  • 1 Yr Return
  • +22.78%
  • 5 Yr Return
  • +123.04%

Equity Sector Breakdown

Technology 55.88%
RetailTrade 16.79%
Health 9.86%
NonDurables 4.54%
Services 1.96%
Utilities 1.88%
Finance 1.25%
IndustrialCyclical 0.51%
Energy 0.29%
ConsumerDurables n/a

Asset Allocation

Asset Type % Of Allocation
Stocks 93.91%
ForeignStocks 15.27%
Preferred 0.15%
Cash 0.00%
Bonds 0.00%
Convertible 0.00%
Other 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 56.52 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha 17.52 16.89 5.63
Beta 1.11 1.07 1.12
R Squared 0.53 0.47 0.54
Std Deviation 28.29 23.44 20.45
Sharpe Ratio 1.48 1.68 n/a

Purchase Information

as of 5:22 PM ET 09/16/2021
Minimum Initial n/a
Minimum Additional $0
Minimum Initial IRA $99

Performance

Timeframe Average Annual Current Performance Monthly As Of 08/31/2021 Average Annual Current Performance Quarterly As Of 06/30/2021 Avg Annual Current Performance Monthly As Of 08/31/2021 Avg Annual Current Performance Quarterly As Of 06/30/2021
1 Year
  • +28.43%
  • +58.17%
+28.43% +58.17%
3 Year
  • +38.30%
  • +43.05%
+38.30% +43.05%
10 Year
  • +23.62%
  • +23.30%
+23.62% +23.30%
Life Of Fund
  • +12.97%
  • +13.13%
+12.97% +13.13%

Top 10 Holdings

Symbol Company Name % Of Assets
SQ SQUARE INC 5.48%
UBER UBER TECHNOLOGIES INC 5.36%
TWTR TWITTER INC 5.17%
SHOP SHOPIFY INC 5.13%
ZM ZOOM VIDEO COMMUNICATIONS IN 4.42%
SNAP SNAP INC. 4.38%
SPOT SPOTIFY TECHNOLOGY SA 3.99%
TWLO TWILIO INC 3.69%
SNOW SNOWFLAKE INC 3.65%
VEEV VEEVA SYSTEMS INC 3.55%

Recent Articles from TheStreet

Elon Musk Starlink Lead

SpaceX CEO Elon Musk Says Starlink Exits Beta Next Month

SpaceX CEO Elon Musk says the company’s Starlink high-speed internet service will come out of beta testing next month.

Wall Street Lead

Cramer: Using Short-Term Moves to Tweak Your Portfolio

Whether the news is good or bad, you can take advantage of it if you understand why you're involved in a stock in the first place.

10. Chemical & petrochemical pharma sh

Jensen: These Three Healthcare Stocks Are Worth a Look

Just because we're in the market's worst month of the year doesn't mean there aren't good investments available.

18. Apple Inc. (AAPL)

Parus Files Second Patent Infringement Lawsuit Against Apple

Parus files a second patent infringement lawsuit against Apple, alleging it infringed on its patents for voice-browsing and device control technology.

12. Software engineer

Business Software Provider AvidXchange Files for IPO

Accounts payable software provider AvidXchange on Friday filed for a initial public offering.

9/11 Lead

Cramer’s Recollections of 9/11

A beautiful day in New York City, Then the Unimaginable

Hong Kong Stocks Slump On Tech Sector Worries As US Official Signals Flaws In China Trade Deal

Intraday Reversals Signal Struggles for Market

But James "Rev Shark" Deporre says the trading action is both normal, and appropriate for September, and he's been adding some names to his portfolio.

stocks market index sh

Cramer's Mad Money Recap: FedEx, Costco, Nike

Jim Cramer says this is a rough season for stock, and investors need to take defensive action.

anxiety grocery mask sh

Jensen: Economy Has a Bearish Outlook

Real Money's Bret Jensen says a slower-than-expected pandemic recovery is a warning for the stock market.

Pfizer vaccine Lead

FDA Panel Recommends Covid Booster Shots for 65, Older and Those at High Risk

Food and Drug Administration's advisory panel on Friday voted to recommend Covid-19 booster shots of the Pfizer vaccine for a limited section of the population.