MBIRX Mutual Fund

NAV$54.81

Fund Essentials - as of Dec 31, 2024

Net Assets
-
Expense Ratio
0.85%
Dividend Yield (Current)
-
Holdings
44
Inception Date
Jul 12, 2019
Fund Family
Morgan Stanley Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-5.52%
1 Year+4.71%
3 Year+26.51%
5 Year-2.52%

Asset Allocation

Stocks: 93.74%
Cash: 3.57%
Other: 2.69%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
TSLATesla Inc8.11%
NETNet Cloudflare Inc7.34%
DASHData Dasher, Inc6.68%
AFRMAffirm Inc6.22%
SHOP:CAShopify Inc.6.11%
Top 10 Concentration: 59.54%Report Date: Dec 31, 2024
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Dividend Summary

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Frequency
Annually
Latest Distribution
$9.87
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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MBIRX Mutual Fund Overview

MBIRX Mutual Fund (Morgan Stanley Insight Fund Class IR) is managed by Morgan Stanley Investment Management. MBIRX expense ratio is 0.85%, holding 44 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2019-07-12.

MBIRX performance shows a YTD return of -5.52%. The 1-year return is 4.71% and the 5-year return is -2.52%.

MBIRX top holdings include Tesla Inc (8.1%), Net Cloudflare Inc (7.3%), Data Dasher, Inc (6.7%), Affirm Inc (6.2%), Shopify Inc. (6.1%). View all MBIRX holdings, sector breakdown, or dividend history.

MBIRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MBIRX alternatives are available via the screener, along with tax-loss harvesting opportunities.