MBIRX Mutual Fund

MBIRX Mutual Fund

NAV$57.72
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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-7.50%
1 Year-6.71%
3 Year+19.03%
5 Year-3.84%
10 Year+15.28%

Asset Allocation

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

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TickerNameWeight
TSLATesla Inc8.11%
NETCloudflare Inc (180 Day Lockup)7.34%
DASHDoordash Inc - A6.68%
AFRMAffirm Holdings Inc Class A6.22%
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

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 -7.50%. The 1-year return is -6.71% and the 5-year return is -3.84%.

MBIRX top holdings include Tesla Inc (8.1%), Cloudflare Inc (180 Day Lockup) (7.3%), Doordash Inc - A (6.7%), Affirm Holdings Inc Class A (6.2%), Shopify Inc. (6.1%). Go to all MBIRX holdings, MBIRX sectors, or MBIRX dividends.

MBIRX can be compared against other funds. Use MBIRX overlap to find shared positions, or MBIRX vs another fund for a side-by-side view. MBIRX alternatives are available via the screener, along with tax-loss harvesting opportunities.