The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Morgan Stanley Insight R6 MCRTX
- NAV / 1-Day Return 37.55 / +2.68 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.800%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Large Growth
- Investment Style Mid Growth
- Min. Initial Investment 5.0 Mil
- Status Open
- TTM Yield 0.00
- Turnover 40%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis MCRTX
Will MCRTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 55.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Cloudflare Inc | 8.14 | 97.8 Mil | Technology |
The Trade Desk Inc Class A | 6.73 | 80.9 Mil | Technology |
DoorDash Inc Ordinary Shares - Class A | 6.24 | 75.0 Mil | Communication Services |
Tesla Inc | 5.73 | 68.8 Mil | Consumer Cyclical |
Shopify Inc Registered Shs -A- Subord Vtg | 5.47 | 65.7 Mil | Technology |
Global E Online Ltd | 5.21 | 62.6 Mil | Consumer Cyclical |
Snowflake Inc Ordinary Shares - Class A | 4.66 | 55.9 Mil | Technology |
Roblox Corp Ordinary Shares - Class A | 4.63 | 55.7 Mil | Communication Services |
Affirm Holdings Inc Ordinary Shares - Class A | 4.54 | 54.5 Mil | Technology |
Airbnb Inc Ordinary Shares - Class A | 4.46 | 53.6 Mil | Consumer Cyclical |