MBIRX Performance — Morgan Stanley Insight Fund, Class IR
Data updated: 2026-08-21
MBIRX returned +1.55% year to date and +4.70% over one year to Jun 2026. Annualised returns are +26.53% over 3 years and −2.52% over 5 years. Against its US Multi-Cap Growth category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $203, against $164 for the category, and to $105 over one year, against $122. Volatility over the past three years was 29.86% a year. In the 12 months to Jun 2026 the fund lost a net $306.0M, and assets reached $1.23B.
MBIRX Growth of $100
What $100 invested in Morgan Stanley Insight Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Multi-Cap Growth category average over the same months.
| Period | MBIRX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $105 | $122 |
| 3 years (Jul 2023 – Jun 2026) | $203 | $164 |
| 5 years (Jul 2021 – Jun 2026) | $88 | $145 |
| Since data start (Sep 2019 – Jun 2026) | $215 | $243 |
MBIRX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +1.55% |
| 1 year | +4.70% |
| 3 years (annualised) | +26.53% |
| 5 years (annualised) | −2.52% |
MBIRX Annual Returns
Calendar-year total returns of Morgan Stanley Insight Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +1.55% |
| 2025 | +19.30% |
| 2024 | +46.85% |
| 2023 | +53.20% |
| 2022 | −61.28% |
| 2021 | −6.24% |
| 2020 | +116.79% |
| 2019 (Sep–Dec) | +0.36% |
MBIRX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −7.6% | −1.8% | −4.9% | +10.2% | +10.3% | −3.3% | — | — | — | — | — | — |
| 2025 | +8.5% | −7.2% | −10.9% | +8.4% | +11.3% | +7.0% | +2.1% | +4.4% | +7.3% | +0.7% | −9.6% | −0.9% |
| 2024 | −6.5% | +11.2% | +2.7% | −9.6% | −2.3% | +5.0% | +2.2% | +5.6% | +6.7% | +7.1% | +25.3% | −4.2% |
| 2023 | +18.5% | −3.5% | +4.1% | −5.4% | +9.5% | +9.1% | +9.2% | −9.8% | −4.8% | −8.4% | +17.2% | +13.0% |
| 2022 | −23.6% | +0.6% | −5.0% | −22.7% | −15.9% | −10.0% | +14.0% | +0.9% | −9.8% | +1.2% | −3.2% | −10.9% |
| 2021 | +3.3% | +6.5% | −9.5% | +5.0% | −3.4% | +11.3% | −2.5% | +1.4% | −6.3% | +6.3% | −3.7% | −12.0% |
| 2020 | +6.3% | +0.4% | −10.2% | +21.5% | +18.4% | +10.9% | +12.2% | +8.4% | +0.9% | −3.9% | +19.7% | +0.5% |
| 2019 | — | — | — | — | — | — | — | — | −8.4% | +0.7% | +9.2% | −0.3% |
MBIRX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 29.86%
- 3-year Sharpe ratio: 0.74 (vs 4.5% risk-free rate)
- Best month: +25.33% (Nov 2024)
- Worst month: −10.94% (Mar 2025)
MBIRX Fund Flows
Monthly money in and out of Morgan Stanley Insight Fund, from SEC Form N-PORT.
- 12-month net flow: −$306.0M
- 12-month gross sales (incl. reinvestments): $125.7M
- Sales ÷ redemptions: 0.29×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $8.6M | $33.4M | −$24.9M |
| May 2026 | $8.8M | $38.5M | −$29.7M |
| Apr 2026 | $8.1M | $35.3M | −$27.2M |
| Mar 2026 | $10.3M | $30.3M | −$20.0M |
| Feb 2026 | $7.1M | $36.0M | −$28.9M |
| Jan 2026 | $10.2M | $47.2M | −$37.0M |
| Dec 2025 | $8.1M | $29.4M | −$21.3M |
| Nov 2025 | $8.4M | $42.4M | −$34.0M |
| Oct 2025 | $11.0M | $36.5M | −$25.6M |
| Sep 2025 | $15.8M | $36.8M | −$21.0M |
| Aug 2025 | $13.5M | $31.5M | −$18.0M |
| Jul 2025 | $15.9M | $34.4M | −$18.5M |
MBIRX Assets Under Management
Net assets of Morgan Stanley Insight Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $1.23B |
| 2026-03-31 | $1.12B |
| 2025-12-31 | $1.39B |
| 2025-09-30 | $1.63B |
| 2025-06-30 | $1.48B |
| 2025-03-31 | $1.20B |
| 2024-12-31 | $1.42B |
| 2024-09-30 | $1.20B |
| 2024-06-30 | $1.19B |
| 2024-03-31 | $1.48B |
| 2023-12-31 | $1.58B |
| 2023-09-30 | $1.43B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.