← All Mutual Funds

Morgan Stanley Insight Fund

CIK: 0001002427 Equity
Report date: 2026-02-26
AUM $1.4B
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-26

About this Fund

Morgan Stanley Insight Fund is a renowned mutual fund company that specializes in providing a wide range of investment solutions to help individuals and institutions achieve their financial goals. With a strong focus on asset management, the company offers a diverse portfolio of mutual funds that cater to various investor needs and risk profiles. The Morgan Stanley Insight Fund family includes a broad spectrum of equity, debt, and hybrid funds, each designed to provide investors with the opportunity to grow their wealth and manage risk. For instance, their equity funds are designed to capitalize on the growth potential of the stock market, while their debt funds offer a more conservative approach, focusing on income generation and capital preservation. Additionally, their hybrid funds provide a balanced approach, combining the benefits of both equity and debt investments. The company's investment approach is centered around a rigorous research process, where experienced professionals analyze market trends, economic indicators, and company fundamentals to identify opportunities for long-term growth. Morgan Stanley Insight Fund's investment team works closely with clients to understand their unique needs and goals, creating customized portfolios that align with their risk tolerance and investment objectives. The company also offers Systematic Investment Plans (SIPs) that enable investors to invest a fixed amount of money at regular intervals, providing a disciplined approach to wealth accumulation. By leveraging the expertise of Morgan Stanley, one of the world's leading financial institutions, the Morgan Stanley Insight Fund is well-positioned to provide investors with access to a broad range of asset classes, sectors, and geographies, helping them to build a diversified portfolio that can weather various market conditions. Morgan Stanley Insight Fund's key strengths lie in its ability to deliver consistent long-term performance, its commitment to transparency and accountability, and its dedication to providing exceptional client service. The company's investment team is comprised of seasoned professionals with extensive experience in asset management, ensuring that investors' portfolios are managed with the utmost care and expertise. Furthermore, the company's robust risk management framework and rigorous compliance standards provide investors with an added layer of protection, giving them peace of mind and confidence in their investment decisions. As a result, Morgan Stanley Insight Fund has earned the trust of numerous investors, who appreciate the company's commitment to helping them achieve their financial goals through a combination of investment expertise, innovative solutions, and personalized service. By choosing Morgan Stanley Insight Fund, investors can benefit from the company's wealth management capabilities, which are designed to help them navigate complex markets, manage risk, and accumulate wealth over the long term. With its strong heritage, proven track record, and client-centric approach, Morgan Stanley Insight Fund is an ideal partner for investors seeking to achieve their financial aspirations through a well-diversified and expertly managed investment portfolio.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

23 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AFRM Affirm Holdings Inc Since 2026-05-10 00827B106 Equity (Common)
6.59%
$91.61 1,230,805
2 AGL agilon health Inc Since 2026-05-10 00857U107 Equity (Common)
0.40%
$5.54 8,046,130
3 AUR Aurora Innovation Inc Since 2026-05-10 051774107 Equity (Common)
2.75%
$38.14 9,932,505
4 BMNR BitMine Immersion Technologies Inc Since 2026-05-10 09175A206 Equity (Common)
1.46%
$20.29 747,267
5 NET Cloudflare Inc Since 2026-05-10 18915M107 Equity (Common)
12.12%
$168.45 854,448
6 CNM Core & Main Inc Since 2026-05-10 21874C102 Equity (Common)
2.61%
$36.22 696,859
7 DASH DoorDash Inc Since 2026-05-10 25809K105 Equity (Common)
3.43%
$47.70 210,624
8 IMVT Immunovant Inc Since 2026-05-10 45258J102 Equity (Common)
0.50%
$6.94 273,178
9 IONQ IonQ Inc Since 2026-05-10 46222L108 Equity (Common)
3.95%
$54.88 1,223,197
10 MELI MercadoLibre Inc Since 2026-05-10 58733R102 Equity (Common)
1.56%
$21.62 10,732
11 MSTR Strategy Inc Since 2026-05-10 594972408 Equity (Common)
2.53%
$35.13 231,209
12 OPEN Opendoor Technologies Inc Since 2026-05-10 683712103 Equity (Common)
2.35%
$32.70 5,608,830
13 OPEN Opendoor Technologies Inc Since 2026-05-10 683712129 Derivative
0.01%
$0.10 116,377
14 OPEN Opendoor Technologies Inc Since 2026-05-10 683712137 Derivative
0.00%
$0.06 116,377
15 OPEN Opendoor Technologies Inc Since 2026-05-10 683712145 Derivative
0.00%
$0.05 116,377
16 PROK ProKidney Corp Since 2026-05-10 74291D104 Equity (Common)
0.18%
$2.51 1,119,402
17 SHOP Shopify Inc Since 2026-05-10 82509L107 Equity (Common)
4.57%
$63.55 394,796
18 QXO QXO Inc Since 2026-05-10 82846H405 Equity (Common)
5.34%
$74.14 3,843,547
19 SNOW Snowflake Inc Since 2026-05-10 833445109 Equity (Common)
3.50%
$48.62 221,661
20 TSLA Tesla Inc Since 2026-05-10 88160R101 Equity (Common)
7.43%
$103.24 229,559
21 XXI Twenty One Capital Inc Since 2026-05-10 90138L109 Equity (Common)
0.85%
$11.80 1,347,470
22 ROIV Roivant Sciences Ltd Since 2026-05-10 Equity (Common)
4.58%
$63.66 2,933,783
23 RPRX Royalty Pharma PLC Since 2026-05-10 Equity (Common)
5.09%
$70.75 1,830,905
Frequently Asked Questions — Morgan Stanley Insight Fund
What type of mutual fund is Morgan Stanley Insight Fund?
Morgan Stanley Insight Fund is a SEC-registered Equity fund, with $1.4B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, Morgan Stanley Insight Fund holds 23 portfolio positions, all detailed in the holdings table on this page.
What are Morgan Stanley Insight Fund's assets under management (AUM)?
Morgan Stanley Insight Fund has $1.4B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Morgan Stanley Insight Fund's top holdings?
According to Morgan Stanley Insight Fund's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Affirm Holdings Inc, agilon health Inc, Aurora Innovation Inc , among others. The complete list of all 23 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Morgan Stanley Insight Fund's expense ratio?
Expense ratio data for Morgan Stanley Insight Fund is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Morgan Stanley Insight Fund's SEC filings?
Morgan Stanley Insight Fund is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001002427. You can access all of Morgan Stanley Insight Fund's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001002427). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Morgan Stanley Insight Fund's holdings data on StockSifting?
Holdings data for Morgan Stanley Insight Fund on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.