Morgan Stanley Insight Fund
Shareclass
Morgan Stanley Insight R6 (MCRTX)
Type
Open-end mutual fund
Manager
Gender equality score
40
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,225 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
14/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Morgan Stanley Insight Fund MCRTX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Affirm Holdings Inc Ordinary Shares - Class A6.19% of assets$88.3M invested
- 2. Cloudflare Inc7.3% of assets$104.18M invested
- 3. Adyen NV2.63% of assets$37.54M invested
- 4. DoorDash Inc Ordinary Shares - Class A6.64% of assets$94.79M invested
- 5. Agilon Health Inc0.39% of assets$5.63M invested
- 6. Royalty Pharma PLC Class A2.97% of assets$42.37M invested
- 7. Intellia Therapeutics Inc0.2% of assets$2.81M invested
- 8. Samsara Inc Ordinary Shares - Class A4.65% of assets$66.37M invested
- 9. Tesla Inc8.07% of assets$115.16M invested
- 10. Peloton Interactive Inc3.39% of assets$48.42M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. IonQ Inc Class A1.49% of assets$21.25M invested
- 2. Carvana Co Class A4.59% of assets$65.52M invested
- 3. Shopify Inc Registered Shs -A- Subord Vtg6.07% of assets$86.72M invested
- 4. Roblox Corp Ordinary Shares - Class A4.85% of assets$69.22M invested
- 5. MicroStrategy Inc Class A2.19% of assets$31.24M invested
- 6. Aurora Innovation Inc Class A4.49% of assets$64.15M invested
- 7. Snowflake Inc Ordinary Shares - Class A2.44% of assets$34.85M invested
- 8. Core & Main Inc Class A0.92% of assets$13.17M invested
- 9. The Trade Desk Inc Class A5.26% of assets$75.14M invested
- 10. Global E Online Ltd4.88% of assets$69.69M invested
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Financial performance
Performance data provided by
Find more financial data on MCRTX at Morningstar.com
Find more financial data on MCRTX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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