MSCMX Mutual Fund

NAV$16.86

Fund Essentials - as of Dec 31, 2024

Net Assets
-
Expense Ratio
1.90%
Dividend Yield (Current)
-
Holdings
44
Inception Date
Apr 30, 2015
Fund Family
Morgan Stanley Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+1.17%
1 Year+3.58%
3 Year+25.15%
5 Year-3.57%
10 Year+15.82%

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, Inc.8.11%
NETCloudflare Inc7.34%
DASHDoordash, Inc. Cl A6.68%
AFRMAffirm Hldgs 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
$9.83
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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MSCMX Mutual Fund Overview

MSCMX Mutual Fund (Morgan Stanley Insight Fund C) is managed by Morgan Stanley Investment Management. MSCMX expense ratio is 1.90%, holding 44 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2015-04-30.

MSCMX performance shows a YTD return of 1.17%. The 1-year return is 3.58% and the 5-year return is -3.57%.

MSCMX top holdings include Tesla, Inc. (8.1%), Cloudflare Inc (7.3%), Doordash, Inc. Cl A (6.7%), Affirm Hldgs Inc (6.2%), Shopify Inc. (6.1%). View all MSCMX holdings, sector breakdown, or dividend history.

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